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Enemy No. 1: Inflation

If economists and central bankers had a “Public Enemy” category, like INTERPOL or the FBI do, inflation would undoubtedly be elected the No. 1 enemy of the people.

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Insights: Construction Industry

The construction sector began a strong rally before the pandemic and made a rapid recovery as the economy opened back up. Construction is poised for strong growth over the next two years.
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Insights: Russia-Ukraine Conflict

Russias invasion of Ukraine sent energy prices skyrocketing in a U.S. economy already reeling from inflation. War injects further uncertainty into the outlook, but a sizable negative effect on the economy and freight is hardly a sure bet.
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