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#housing-affordability
(2 articles)Demand Planning
High ImpactSep 29, 2026Freight Growth Masks Consumer Collapse: Data Centers Masking Broader Demand Crisis
Despite a modest 1.5% year-over-year increase in freight volumes, the growth is almost entirely concentrated in machinery, fabricated metals, and steel driven by the data center construction boom. Thi
FreightWaves#freight-demand#data-center-boom#consumer-sentiment
Trade Policy & Tariffs
High ImpactAug 27, 2026Trump Canada Tariffs Disrupt Supply Chains Across Industries
Trump's escalation of trade tensions with Canada represents a structural shift in North American supply chain dynamics, with tariffs directly threatening industries ranging from homebuilding to consum
Business Insider#trump-tariffs-canada#us-canada-trade-war#cross-border-supply-chain