Market Intelligence

The Market Edge: Navigating Policy & The Economy

Policy is moving fast — and markets are moving with it. In this episode of The Market Edge, Morgan Stanley’s Monica Guerra breaks down the biggest forces set to shape the U.S. economy in 2026. We cover midterms, industrial policy, labor supply, inflation, energy markets, construction financing, housing demand, and the rise of data‑center‑driven digital infrastructure. A must‑listen for leaders navigating the future of the built environment.

The Market Edge: Rethinking Water Resources

Communities across the country are facing a new era of water challenges — from shifting climate patterns and extreme rainfall to growing stormwater demands, groundwater stress, and pressure from water-intensive industries. In this episode, we sit down with water‑resources expert Camilla Correll to explore how watershed governance is evolving, what climate trends matter most for the next decade, and how innovative stormwater infiltration, capture, and reuse strategies are reshaping local infrastructure. We also dig into funding gaps, federal policy shifts, and the practical steps engineers and communities can take to build resilient, future‑ready water systems.

The Market Edge: Inside The Housing Market

The residential market is shifting fast, and Diana O’Lare and Mollie Carmichael of Zonda Homes break down what’s driving it—from rising rates and affordability pressures to the surge in build‑for‑rent, active adult, and multigenerational living—while highlighting the regions outperforming expectations, the looming boomer wealth transfer reshaping demand, and the policy ideas that could finally move the needle on affordability, giving engineering firms a clear view of what’s coming next.

The Market Edge – Designing for Resilience

In this episode of the Market Edge podcast, we connect the dots between policy, planning, engineering, and financing to reveal what it truly takes to build resilient communities in an era of growing risk.

Our conversation explores how public and private sector leaders can collaborate to reduce vulnerability before disaster strikes. We dive into the role engineers play not just in rebuilding after crises—but in shaping smarter systems, influencing policy, and guiding investments that strengthen communities for the long term.