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Zo Rahim

Zo Rahim

Senior Manager of Economic and Industry Insights at Cox Automotive, providing strategic economic intelligence on the automotive and fleet markets.

Aug 13, 2026

10:31
So what does that tell you right now about what you're expecting from your perspective for the rest of 2026 then?
10:36
Yeah, so I think it still remains an AI-driven economy in the U.S., right, when you think about where we're seeing continued growth come from.
10:45
It is the industrial sector.
10:47
It is anything related to AI and the AI build-out, especially if you're benefiting from the AI CapEx boom we're seeing, especially from these hyperscalers and these tech companies.
10:56
Right.
10:57
And so if you're related to any of those industries, you are seeing a more favorable operating environment.
11:03
But if you are in a rate sensitive sector or supporting one of those sectors, such as general consumer goods, especially consumer durable goods, or the housing and residential sectors, you're maybe not seeing that same level of benefits.

15 MINS LATER

26:33
So any thoughts on where that's going or what you guys are seeing as far as trends?

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