Some good analysis from AIG here that is well worth a read - apartment construction is an obvious strong point, which makes the drag on second quarter GDP by dwelling construction something of a mystery.
Perhaps the residential construction industry is operating at or close to its full capacity.
In any case, I expect dwelling construction to contribute to the economic growth in the third quarter.
All three of AIG's Performance Indices are now in expansion territory - manufacturing, construction and services.
Good to see.