Industrials Signal
Total US Construction Spending
Current Status
▼ Bearish
22/100
Updated 2026-09-06
About This Signal

Total monthly US construction spending (Census Bureau, seasonally adjusted annual rate), covering residential, nonresidential, and public construction combined. A broad industrials-sector demand gauge for materials, equipment rental, and heavy-construction names.

Why the model watches it

Construction spending reflects committed project starts; equipment and materials demand (cement, aggregates, rental fleets) tracks it with a short lag as projects move from permitting into active build phases.

How the model treats this signal
Factor familyGrowth
Relative weightSupporting
Update cadenceMonthly
Modeled lead~8 weeks (a modeling assumption, not a validated finding)
Data sourceFRED
Known limitations

The lead time above is a design assumption, not an out-of-sample-validated relationship for a specific security or index. This is one Growth input among 47; it measures macro context, not a full investment thesis.

Relevant Tickers

CAT · DE · HON · MMM · VMC · MLM · URI

Recent History (30 days)
DateScoreStatus
2026-09-06 22/100 ▼ Bearish
2026-09-05 22/100 ▼ Bearish
2026-09-04 22/100 ▼ Bearish
2026-09-03 22/100 ▼ Bearish
2026-09-02 22/100 ▼ Bearish
2026-09-01 22/100 ▼ Bearish
2026-08-31 21/100 ▼ Bearish

Track This Signal in Real Time

Unstructured Alpha weighs Total US Construction Spending alongside 46 other macro signals to build a Confluence Score for each stock. See how this signal is currently shaping the macro backdrop for the tickers you follow.

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Scores are derived from macro signals (FRED, EIA, SEC filings, FINRA short interest) and updated as new data arrives. This is not financial advice. Past signal accuracy does not guarantee future results.
unstructuredalpha.com · Not financial advice