Dec. 12 at 7:42 PM
"A reaccelerating economy in 2026, coupled with improved affordability, may unleash pent-up demand in the residential & home improvement markets for CAPS.
"...Economic growth is likely to reaccelerate in 2026, driven by lower trade war uncertainty, a lower dollar, & the positive effects of the One Big Beautiful Bill, which the CBO estimates will boost GDP growth by almost a full percentage point in 2026.
"...Consensus’ economic growth expectations are rising as trade deals are signed with various countries...Consumer confidence & real disposable income—both projected to improve modestly as inflation cools—will be the swing factors determining whether homeowners commit to big-ticket remodels or continue to defer discretionary projects.
We believe an improving economic outlook will boost consumer confidence, leading to renewed discretionary home improvement project activity & benefiting
$CAPS ."
Source: https://drive.google.com/file/d/1tRj5dQv6LGvaWRAjyM9TUnLkCHkBuSNj/view?usp=sharing