ITR Economics
485 episodes — Page 1 of 10
10-Year Treasury Yield Hits 5.2%: What It Means for Fed Policy | Fed Watch
AI, Data Centers, and Semiconductors Driving US Growth | TrendsTalk
Fed Rate Hike: What Higher Interest Rates Mean for Business | Fed Watch
TT 9.14.26 Audio
Will the Fed Raise Rates After August Inflation Data? | Fed Watch
September Fed Rate Hike? What Kevin Warsh’s Speech Means for Business | Fed Watch
2026 Inflation Outlook: Rising Input Costs Squeeze Margins | TrendsTalk
Will Cooler PCE Inflation Stop a September Rate Hike? | Fed Watch
2027 Commercial Construction Outlook: Growth Across the Board | TrendsTalk
Treasury Steps Into the Bond Market as Housing Struggles | Fed Watch
Data Center Demand Is Fueling Growth in Power Generation | TrendsTalk
Inflation Cools, but Is It Enough for the Fed to Hold Rates? | Fed Watch
The US Consumer Is Still Spending, But Not Everyone Is Thriving | TrendsTalk
Global Economic Outlook: Where Growth Is Headed Through 2030 | TrendsTalk
Fed Holds Rates as GDP Slows: What Businesses Should Watch Next | Fed Watch
2027 Economic Outlook: Why Businesses Should Prepare for Slower Growth Now | TrendsTalk
Oil Surges, Rate Cuts Fade: What to Expect from Next Week's Fed Meeting | Fed Watch
Inflation Cools, But Are Rate Cuts Really Back? | Fed Watch
The Most Fiscally Resilient States for Business Growth | TrendsTalk
June Jobs Report, Fed Independence, and the Lisa Cook Ruling | Fed Watch
How Businesses Should Use State Economic Rankings | TrendsTalk
The K-Shaped Economy Explained: What It Means for Your Business | TrendsTalk
The Fed's Next Move Is Becoming Clearer. Here's Why. | Fed Watch
The Best and Worst States for the 2030s Depression | TrendsTalk
New Fed Chair, New Direction? | Fed Watch
Housing Market Outlook as Affordability Challenges Persist | TrendsTalk
Rate Cuts Off the Table? The Case for Higher Rates | Fed Watch
Data Center Boom Continues, But New Risks Are Emerging
Trimmed Mean PCE: The Inflation Metric Gaining Attention at the Fed | Fed Watch
Producer Inflation Forecast Raised: What Businesses Need to Know
Forget Rate Cuts? Why Businesses Need to Prepare for Higher Rates | Fed Watch
What the New Fed Chair Means for Inflation and Borrowing Costs | TrendsTalk
Fed Minutes Reveal Growing Divide on Interest Rates | Fed Watch
Preparing Your Business for the 2030 Downturn Starts Now | TrendsTalk
Inflation Rises Again: Will the Fed Hike Rates? | Fed Watch
Why the National Debt Still Signals Trouble for the 2030s | TrendsTalk
Fed Officials Are Sounding the Inflation Alarm Again | Fed Watch
Population Shifts Are Changing Business Opportunities in 2025 | TrendsTalk
FW 5.1.26 Audio
Why Supply Chain Pressure Is Increasing and What It Means for You | TrendsTalk
Retail Sales Surprise and Fed Leadership Uncertainty | Fed Watch
Strong Revenue Growth May Not Mean Strong Profits | TrendsTalk
Fed Leadership Uncertainty and Market Signals: What Powell’s Future Means for Business | Fed Watch
AI Impact on White-Collar vs Blue-Collar Jobs | TrendsTalk
Rising Inflation and Fed Uncertainty: What This Week’s Data Means for Business | Fed Watch
Aerospace & Defense Are Surging While Manufacturing Slows | TrendsTalk
Oil Price Shock: Will It Push the Fed to Cut or Hike Rates? | Fed Watch
This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker examines how rising oil prices are complicating the Federal Reserve’s next move and what it means for businesses trying to plan in an uncertain environment. As energy costs climb, companies face margin pressure while consumers feel the strain at the pump. But does this inflationary shock justify higher interest rates, or could it slow growth enough to force rate cuts? Lauren also breaks down the latest retail sales data, revealing why strong headlines may be masking underlying weakness in consumer demand and what that signals for the months ahead. If you are navigating pricing pressure, demand uncertainty, or planning for the second half of 2026, this episode highlights the key signals you need to watch. Will rising costs force a shift in Fed policy, or will the economy absorb the shock?
AI Investment Is Strong But Adoption Is Uneven | TrendsTalk
This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain breaks down the surge in AI investment, now exceeding $560 billion, and what it really means for businesses navigating rising labor costs and workforce shortages. While some industries are rapidly adopting AI, others are falling behind. What does this gap mean for your strategy? Discover where AI is gaining traction, why smaller firms are lagging, and why AI may not be the solution many expect for labor challenges in key sectors. Check out Brian and Connor's webinar presentation → https://itrondemand.com/store/product/profitless-prosperity
Will the Fed Hold Rates Higher for Longer? What Rising Producer Prices Signal | Fed Watch
This week on Fed Watch, ITR Economist and Speaker Brian Beaulieu examines why rising producer prices and ongoing global uncertainty may keep the Federal Reserve from cutting interest rates in 2026. With inflation pressures tied to oil and commodities still building, many businesses are struggling to separate headlines from reality. Brian breaks down what the data actually shows, why the Fed may stay cautious, and how shifting expectations could impact your planning strategy. He also shares insight into bond market stress, employment trends, and what companies should be doing now to protect margins before inflation accelerates again. If you are trying to make informed decisions in an uncertain environment, this episode will help you focus on what truly matters and avoid reacting to misleading signals. Are you planning based on headlines, or on the data that actually drives your business?
Manufacturing Rebounds, But Rising Uncertainty Threatens 2026 Growth | TrendsTalk
This week on TrendsTalk, ITR Economist Taylor St. Germain breaks down encouraging signs in manufacturing and capital expenditure growth, offering a much-needed positive outlook after a prolonged downturn. But with economic uncertainty beginning to rise again, how confident should businesses be in their 2026 plans? Learn what the latest data is signaling, where growth is coming from, and what risks could impact your strategy moving forward.