U.S. housing market resilience boosts construction growth, despite cooling in luxury sectors.
Fed rate cuts and $6.75T infrastructure plan drive demand in residential and public projects.
Construction stocks (e.g. PRIM, ROAD) outperform luxury brands amid shifting consumer spending priorities.
Luxury faces long-term slowdown as buyers seek experiences over high-end products.
Investors advised to rotate capital into construction firms benefiting from infrastructure tailwinds.
