I understand that in the US, residential construction lags job growth by about a year. Is that true and are there any studies on it? What about the other construction sectors? References?
The US residential market is driven by mortgage interest rates and as such is very different than the other construction sectors. I do research that utilizes various construction cost indexes for different sectors. While I haven't looked at job growth, I do use the US Dept of Labor statistics in much of my work. So I would recommend that you check out their website for studies. Also Engineering News Record maintains a large archive of construction economics data broken out by sector. So that might also be a possible source of the information you need.