尽管8月份批发价格读数意外下降,但建筑投入材料继续攀升,给这个在持续高借贷成本和进口税压力下活动已经减弱的行业带来更多压力。
建筑材料价格在8月份上涨0.2%,同比增幅达到2.3%。石油和天然气价格的下降,以及铜线电缆价格3.8%的跌幅(这是关税相关市场动荡的结果)帮助抵消了沥青、钢材、管道设备和木材的涨幅。
钢厂产品目前同比上涨13.1%,铜产品上涨13.8%,软木木材上涨5.8%,尽管最近二乘四规格木材的价格已经下跌。
特朗普总统以国家安全名义对金属征收了50%的关税。他还威胁对木材采取同样措施,在对加拿大进口产品现有关税基础上再加征关税,该关税上个月对大多数生产商从大约15%上升到35%。
建筑支出从2024年5月的峰值下降了3.4%,7月份住宅建筑许可证降至2020年6月新冠疫情封锁期间以来的最低水平。
尽管如此,Associated Builders and Contractors首席经济学家Anirban Basu表示,"根据ABC建筑信心指数,承包商对未来六个月的利润率前景仍然普遍乐观。"
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