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ITR Economics delivers data-driven economic insight that helps leaders cut through the media noise, anticipate change, and make confident decisions. Our conversations translate complex trends, policy shifts, and market dynamics into clear, actionable guidance grounded in objective analysis and long-term forecasting. Designed for executives and decision-makers, our content clarifies what’s happening now and what’s coming next, so that you can better prepare your business strategy. Tune in today.
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This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain breaks down the global economic outlook for 2026 at a time when geopolitical uncertainty and trade policy changes are creating anxiety for business leaders. Despite the noise, key indicators point to continued global growth, though not without important shifts that could impact your strategy. Which regions are positioned to outperform, and how should businesses think about trade and supply chain risk this year? Watch to understand what matters most for planning in 2026 and beyond. What does this global growth environment mean for your business decisions?
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This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the delayed December jobs report and explains why softer hiring may not signal economic weakness, highlighting employment as a lagging indicator and the growing divide between sector winners and losers in the labor market. She also examines what the latest data means for the Federal Reserve’s rate path, why borrowing costs continue to diverge from Fed policy, and how renewed discussions around Fannie Mae and Freddie Mac could influence mortgage rates, raising important questions for businesses and borrowers navigating ongoing uncertainty.
This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain breaks down the 2026 economic outlook after a challenging 2025. Growth is returning across GDP, industrial production, and business investment, but higher labor, electricity, and tariff-related costs threaten margins. Which sectors are positioned to improve, and what should leaders focus on now to stay profitable and prepare for the 2030s?
Check out a Trends Report Free Preview here → https://hubs.la/Q03ybVV00
This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down why inflation is becoming the Fed’s dominant concern as we enter 2026. She unpacks the latest Fed meeting minutes, growing dissent within the FOMC, and what a more hawkish voting lineup could mean for interest rate policy. Lauren also explores why the U.S. consumer remains resilient, how upcoming tax refunds could provide short-term support, and why now is the time for businesses to revisit pricing strategies as CPI pressures build. What risks should business leaders be watching most closely this year?
This week on TrendsTalk, ITR Economist Taylor St. Germain breaks down why inflation is expected to accelerate into 2026 and what it means for business margins, pricing strategy, and profitability. Producer costs are rising, consumer inflation is picking up, and interest rate flexibility may be limited. What should leaders be watching now, and how can organizations prepare before cost pressures intensify?
This week on TrendsTalk, ITR Economist Taylor St. Germain shares a long-term economic outlook that every business leader should be planning for now. With strong GDP and Industrial Production growth expected through 2029, the real risk is not the next few years but how prepared your business will be when the downturn arrives around 2030. Learn which markets are positioned to outperform, why waiting to react is costly, and how today’s growth cycle creates rare opportunities for diversification, market share gains, and strategic acquisitions. Are you using the next four years wisely?
Click here to buy our webinar, Strategic Shifts for Resiliency in the 2030s Great Depression, here → https://hubs.la/Q03VQwhz0
December 19, 2025
This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest U.S. jobs report and what softer headline growth is really signaling beneath the surface. She also examines why inflation remains stubbornly above the Fed’s target, what recent CPI data suggests about a turning point ahead, and how rising cost pressures could impact pricing strategies in 2026. Plus, Lauren looks ahead to GDP, business spending, and why uncertainty may finally be easing as we move into the new year. What should business leaders be preparing for now?
Click here to buy our webinar, Strategic Shifts for Resiliency in the 2030s Great Depression, here → https://hubs.la/Q03VQwhz0
This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain breaks down why electricity costs are rising and how data center expansion is reshaping the economic landscape heading into 2026. As inflation pressures build and power infrastructure strains intensify, electricity is emerging as a top input cost for many businesses. Where are the risks, and where are the opportunities for growth despite higher costs?
Click here to buy our webinar, Strategic Shifts for Resiliency in the 2030s Great Depression, here → https://hubs.la/Q03VQwhz0
December 12, 2025
This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker unpacks the Fed’s latest rate cut. Is the real story hiding between the lines? With committee views drifting apart and borrowing costs sticking higher than many expected, the outlook is anything but settled. Are the Fed’s inflation assumptions on track, or is the bond market seeing something they’re not? Tune in for our unbiased answers.
Click here to buy our webinar, Strategic Shifts for Resiliency in the 2030s Great Depression, here → https://hubs.la/Q03VQwhz0
This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain assesses the health of the U.S. consumer and what the latest data means for companies preparing for 2026. Consumer spending continues to rise at a pace above inflation, delinquency rates remain below financial crisis levels, and a growing share of households are paying off full credit card balances.
December 5, 2025
This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down a pivotal moment for monetary policy as markets price in a likely rate cut ahead of next week’s meeting. With government data delayed by the shutdown, businesses are left navigating uncertainty and relying on less-predictive private-sector indicators. Lauren also highlights major Federal Reserve data revisions that could reshape how leaders interpret historical trends, plus new political developments that may influence future Fed leadership and independence.
If your business is interest rate sensitive, this episode offers timely context to help you prepare for rate-driven risks and opportunities. What change in policy would impact you most?
Join us for our upcoming webinar to discover the essential tools and strategies you will need → https://hubs.la/Q03VQwhz0
This week on TrendsTalk, ITR Economist and Speaker Michael Feuz explains why 2026 is setting up to deliver more economic growth than 2025. He highlights the key “ingredients of growth” already in motion, from resilient consumer spending to rising B2B activity and expanding corporate cash levels. Michael also addresses a critical pain point for leaders: margin pressures that will intensify as growth accelerates.
How should businesses prepare for this next phase? Tune in for guidance on capacity planning, efficiency, and protecting the bottom line. What steps are you taking to get ready?
This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain breaks down the latest data on US Private Nonresidential Construction and explains why the current downturn is expected to remain mild. Taylor highlights what the most reliable leading indicators are telling us and outlines when businesses should begin preparing for the next growth cycle in 2026.
November 21, 2025
This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the long-delayed September employment report and explains what the unexpected strength means for the labor market and the Fed’s December meeting. Discover where job losses are emerging, why certain sector gains matter for consumer momentum, and how unusual data collection conditions during the government shutdown affected the report’s quality.
This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain shares an update on the US Single-Unit Housing market. While affordability remains a challenge, ITR Economics forecasts the housing market is approaching its low point in 2025, followed by growth in 2026 and 2027. Taylor breaks down where affordability is improving, which states are most affected, and why the data points to better years ahead for developers and suppliers. Are you ready for the next housing cycle?
November 14, 2025
In this week’s episode of Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down how the end of the government shutdown restores critical economic data that the Federal Reserve needs before its December meeting. With mixed signals from policymakers and uncertainty around future rate cuts, how will this renewed data clarity shape monetary policy?
Lauren also tackles one of today’s biggest economic questions: Is AI transforming the labor market as much as we think? She highlights new insights from a Yale study showing that while AI boosts productivity, its impact remains gradual — not revolutionary.
This week on TrendsTalk, ITR Economist Taylor St. Germain provides an update on the US Economic Policy Uncertainty Index. After record highs earlier this year, uncertainty has been cut in half, setting the stage for accelerating growth in both CAPEX and Industrial Production. Taylor explains why this shift supports ITR Economics’ positive outlook through 2026 and what it means for business leaders preparing for expansion. Are you ready to keep pace with growth?
November 7, 2025
This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker discusses the Fed’s latest policy shift, ending quantitative tightening, and what it means for future rate cuts. She also discusses the ongoing government shutdown, now the longest in U.S. history, and its uneven impact on consumers and GDP. Plus, Lauren examines the Supreme Court’s review of Trump-era tariffs and what to watch as pricing effects unfold over time.
This week on TrendsTalk, ITR Economist Taylor St. Germain revisits ITR Economics’ long-standing forecast of a 2030s depression and outlines how businesses can prepare today. Taylor reveals which U.S. states are best positioned for success and which face greater risk based on ten key economic and demographic factors. Learn where your organization may find opportunity as the next decade approaches.
This week on TrendsTalk, Taylor St. Germain from ITR Economics breaks down the current labor market conditions and what they mean for your business strategy. With just over one unemployed person per job opening, there’s slight slack in the market, but not for long.
Find out why the next 6 to 9 months may be your best window for hiring before tightening conditions and wage pressures hit hard. Taylor also covers workforce demographics, rising labor costs, and how AI and automation can help offset the people problem.
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