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    Analysis

    Ethan Bernard, SMU Team

    Final Thoughts

    Written by Ethan Bernard


    Here we are at the first SMU issue of 2026. We all know that 2025 was a crazy year (tariff bingo, anyone?). Luckily, the first week of 2026 has shown this year promises a return to humdrum business as usual, with all quiet on the geopolitical front. Well, maybe not…

    In any case, we all know: When your only tool is a hammer, everything looks like… the Tampa Steel Conference. Wait, did I just say Tampa Steel Conference? We’re getting close to just one month away. And there’s still time to sign up here.

    Ethan Bernard

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    SMU Community Chat: Data centers strong in uneven construction market, Simonson says

    Construction has been an uneven market over the last year, but data centers have been a bright spot. Ken Simonson, chief economist for the Associated General Contractors of America (AGC) sat down with SMU Editor-in-Chief Michael Cowden last week for a Community Chat. In a far-ranging conversation, Simonson spoke on the current state of construction and wider issues in the economy. (For SMU Premium subscribers, you can watch replay of the entire interview here.)