ITR Economics

09/11/2026

This week on Fed Watch, ITR Economist and Speaker Michael Feuz guest hosts to break down the latest August inflation numbers, shifting rate hike expectations, and what the Fed may do next. With businesses facing uncertainty around borrowing costs, consumer strength, and inflation pressure from AI CapEx, energy prices, tariffs, and money supply growth, Michael explains why a rate hike may not solve the real problem. https://hubs.la/Q04xh01p0

09/11/2026

Economic conditions change. Are you adapting your strategy to those changes? 📊

The ITR Trends 10™ provides a snapshot of where key industries are in the business cycle, paired with actionable management objectives to help leaders prepare for what comes next.

Whether you are making decisions around pricing, hiring, investment, or capacity, knowing where you are in the cycle is only the first step. https://hubs.la/Q04x7YfC0

09/09/2026

Growth remains strong across industrial production, GDP, and CapEx, but inflation is expected to stay elevated and accelerate through the rest of 2026. What does that mean for interest rates and 2027?

09/09/2026

Economic growth does not guarantee stronger margins.

Businesses are facing rising costs across materials, labor, and electricity, while inflationary pressures continue to build. Understanding which costs matter most to your business and then preparing before demand conditions become more difficult is paramount. 📊

Swipe through for highlights from the latest TrendsTalk, featuring ITR Economists Taylor St. Germain and Tara Bayke.
For more timely conversations on the trends shaping your business, subscribe to ITR Economics on YouTube and never miss a new episode of TrendsTalk. https://hubs.la/Q04x1QfG0

09/08/2026

Your strongest regional market may still generate significant revenue, but does it deserve your next investment? 📍 Historical success does not automatically translate into future opportunity.

Before adding capital, inventory, sales resources, or capacity, leaders need to understand what role that market should play next.

Is your strongest market still a growth market?
https://hubs.la/Q04wWs0f0

09/08/2026

Your company’s largest regional market may still generate substantial revenue without remaining the best place for its next investment. Learn how to evaluate regional revenue and margin trends, customer concentration, cost to serve, sales productivity, workforce conditions, facility requirements, and the regional economic outlook.

Your company’s largest regional market may still generate substanti...

09/07/2026

There will be no new TrendsTalk episode today due to the holiday. In the meantime, you can catch up on our suite of past episodes. https://hubs.la/Q04wznXQ0

09/04/2026

This week on Fed Watch, ITR Economist and Speaker Connor Lokar examines why expectations for a September Federal Reserve rate hike shifted following Chair Kevin Warsh’s Jackson Hole speech. For business leaders navigating uncertain borrowing costs and weakness in housing and agriculture, Connor breaks down the Fed’s 2 percent inflation target, elevated PCE inflation, and the difference between headline inflation and underlying price pressures. https://hubs.la/Q04wMkQV0

09/03/2026

Waiting for yesterday’s interest rates to return may be the wrong strategy. Long-term borrowing costs are rising, but corporate credit markets are telling a more nuanced story. What should businesses prepare for? https://hubs.ly/Q04wz3kM0

09/03/2026

What trends are contributing to our 2030s depression forecast? How should businesses prepare in these few remaining years? Are there any factors that could change this forecast? Download our free eBook to start preparing today. https://hubs.la/Q04wwrvc0