About this episode
Peggy Smedley and Brandon Michalski, chief economist, MSI, talk about two new reports that look at what is happening now and what is coming in the future. He says he looks at the noise versus the signal, and points to a few key areas as examples.
They also discuss:
· Tariffs and how it might impact the construction industry in 2026.
· The surge in data center projects that will reshape infrastructure for years to come—and how retail factors in.
· What will likely unfold in 2026 in construction—and how projects are being reshaped.
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