John E. Silvia, managing director and chief economist for Wells Fargo Securities, talks about infrastructure investment following recent hurricanes and discusses the five key fundamentals for growth in business at last month's AEM-AED Forum: Drivers of the Industry event in Rosemont, Illinois.

They are:

  • Economic growth
  • Inflation
  • Interest rates
  • Corporate profits
  • The dollar

Watch the video.

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