The eagle-eye economy:
Big picture. Builder focus.
This session delivers a high-level economic outlook with a clear focus on housing and construction. Builders gain practical insight into how macroeconomic trends may impact demand, capital and planning decisions.
What you can expect from this video:
Topic
Housing economics and macroeconomic conditions.
Solutions
Translate economic data into actionable insight that supports smarter forecasting and strategic planning for CBUSA members.
CBUSA value
CBUSA helps members see beyond headlines to make data-informed decisions.
Stephen Kim
Senior Managing Director,
Evercore ISI
Meet the speaker
Stephen Kim is a senior managing director at Evercore ISI and leads the firm’s Housing Research Team. He is consistently ranked among the top equity analysts covering homebuilders and building products. Kim brings nearly three decades of experience analyzing housing cycles, capital markets and operating performance. His research is valued for disciplined methodology and differentiated insight. He is known for connecting macroeconomic forces directly to company fundamentals.