ITR Economics

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down a week packed with economic data, including a stronger-than-expected jobs report, elevated CPI and PPI inflation readings, and what they mean for the Federal Reserve's next move. As markets increasingly price out rate cuts, Lauren examines why the conversation may be shifting toward higher interest rates instead. She also explores the European Central Bank's surprise rate hike and what it could signal for the global inflation outlook. If you're trying to understand where interest rates, inflation, and economic growth are headed next, this episode highlights the key trends business leaders should be watching. Do you think the Fed's next move could be a rate increase rather than a rate cut? #FederalReserve #InterestRates #Inflation #Economy #FedWatch #EconomicForecast #JobsReport #CPI #PPI #ITREconomics

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain examines the rapid growth of US data center construction and why the industry remains a key economic bright spot. While forecasts call for continued expansion through 2028, new challenges surrounding energy infrastructure, electricity costs, and proposed legislation could reshape the outlook. Will data center growth continue at its current pace, or are early warning signs beginning to emerge? 🔗 Register here for our upcoming webinar "Winning US States for the 2030s" → https://hubs.ly/Q04dnhxM0 2025 Executive webinar, "Strategic Shifts for Resiliency in the 2030s Great Depression" → https://itrondemand.com/store/product/strategic-shifts-resiliency-2030s

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down Trimmed Mean PCE, the inflation measure drawing increased attention from Federal Reserve policymakers. With inflation signals sending mixed messages, businesses and investors face a growing challenge: which data should they trust when assessing future interest rate decisions? Lauren explains how Trimmed Mean PCE works, why some policymakers favor it, and what it could mean for the Fed's approach to inflation going forward. Could this lesser-known metric become a more influential guide for monetary policy? Watch to learn what makes it different and why it matters.

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain explains why ITR Economics has upgraded its Producer Price Index (PPI) forecast for 2026 from 3.4% to 5.0%. Rising commodity costs, geopolitical uncertainty, and supply chain pressures are creating new challenges for businesses trying to protect margins and maintain profitability. How should companies adjust their pricing strategy when key inputs like copper, aluminum, and oil are rising much faster than overall inflation? Tune in as Taylor breaks down the latest outlook and what it means for business leaders planning for the years ahead. 🔗 Register here for our webinar "Winning US States for the 2030s" → https://hubs.ly/Q04dnhxM0 Trends Report Free Preview → https://hubs.la/Q03ybVV00

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest GDP revision, persistent inflation pressures, and why expectations for future Fed policy may be shifting in a surprising direction. Many business leaders are waiting for lower interest rates before making major investment decisions. But what if that wait no longer makes sense? Lauren explores what the latest economic data is signaling, why inflation remains stubbornly elevated, and how changing market expectations could impact capital spending decisions heading into the second half of the year. Could the next Fed move be a rate hike instead of a rate cut? Share your thoughts and questions in the comments below.

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain sits down with Lauren Saidel-Baker to discuss what a new Fed chair could mean for inflation, interest rates, and business strategy heading into 2030. With inflation remaining stubbornly high and bond markets signaling concern, should businesses rethink their borrowing and investment plans before rates move even higher? Could the next move from the Fed actually be another rate hike? 🔗 Register here for our webinar "Winning US States for the 2030s" → https://hubs.ly/Q04dnhxM0 Connect with us on LinkedIn! ITR → https://www.linkedin.com/company/itr-economics/ Taylor → https://www.linkedin.com/in/tstg/ Lauren → https://www.linkedin.com/in/lauren-saidel-baker/

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest Federal Reserve meeting minutes and the growing divide inside the Fed over the future direction of interest rates. While markets continue searching for clues about future rate cuts, new dissents from Fed officials reveal deeper concerns about persistent inflation and the path forward under incoming Fed Chair Kevin Warsh. Lauren explains why these disagreements matter for businesses, investors, and economic planning, and what the structure of the Federal Open Market Committee could mean for future policy decisions. As uncertainty around inflation and monetary policy continues, understanding how these internal Fed debates shape economic outcomes is becoming increasingly important. Could shifting dynamics inside the Fed change the direction of interest rates sooner than markets expect?

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain is joined by Economist and Consultant Speaker Derek Stanley to discuss how businesses should prepare for the economic realities of the 2030s. While growth opportunities remain strong over the next four years, relying on linear planning could leave companies exposed when conditions shift. In this episode, we break down the importance of cash flow management, debt reduction, resilient industries, and geographic strategy as businesses position themselves for long-term success. Which industries may hold up better during the next major downturn? And what steps should leaders be taking today to protect their companies tomorrow? 🔗 Register here for our webinar "Winning US States for the 2030s" → https://hubs.ly/Q04dnhxM0

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest inflation data and why April’s hotter-than-expected CPI and PPI reports are raising new concerns for businesses and policymakers alike. Lauren explains what persistent inflation means for margins, borrowing costs, and future Fed decisions as Kevin Warsh prepares to step into the Fed Chair role. Could the next move from the Federal Reserve actually be a rate hike instead of a cut? If your business is struggling with rising costs, shrinking margins, or uncertainty around capital investment decisions, this episode highlights the key economic signals you should be watching right now. Do you think the Fed’s next move will be to hold rates steady, cut, or raise them again? #FederalReserve #Inflation #InterestRates #Economy #FedWatch #BusinessStrategy #EconomicOutlook #LaurenSaidelBaker

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain revisits the long-term 2030 economic outlook and explains why rising national debt remains one of the biggest risks facing the US economy. With debt levels climbing, interest payments surging, and demographic pressures building, what does this mean for businesses trying to plan ahead? Taylor breaks down the key drivers behind ITR Economics’ 2030 forecast, including transfer payments, debt-to-GDP concerns, and the economic impact of an aging population. Most importantly, he shares why business leaders should start preparing now rather than waiting for warning signs later. For a deeper dive into ITR Economics’ 2030 forecast and preparation strategies, visit → https://itreconomics.com/2030s-great-depression/

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the growing divide inside the Federal Reserve as more officials begin raising concerns about persistent inflation and the future of rate cuts. Lauren explains why recent inflation pressures may be more structural than temporary, how Middle East conflict is impacting oil prices and supply chains, and what weakening consumer trends could mean for the broader economy moving forward.

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain breaks down the latest 2025 population growth data and what it means for business strategy. As migration trends shift and previously declining states rebound, where should you be focusing your expansion efforts? Understanding where people are moving is critical in today’s tight labor market and evolving economic landscape. Are you positioned where demand is growing? 🔗 Register here for our "Winning US States for the 2030s" Executive Series Webinar → https://hubs.ly/Q04dnhxM0

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down a major leadership transition at the Federal Reserve and what it could mean for policy direction in the months ahead. With Jerome Powell stepping down as Chair but remaining on the Board, questions around influence and continuity are front and center. She also examines the latest GDP data, highlighting the growing role of AI-driven business investment, and explains why inflation remains more persistent than many expected. If you are trying to understand where the economy is headed and what risks could impact your planning, this episode offers key insights without the noise. Could a leadership shift at the Fed quietly reshape monetary policy? And what does stubborn inflation mean for your business strategy?

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest retail sales data and what it reveals about consumer resilience despite rising energy costs. With gasoline prices surging, many businesses are questioning whether demand can hold and how long margin pressure may persist. Lauren also examines growing political tensions surrounding the Federal Reserve, including leadership transition uncertainty and what it could mean for future interest rate direction. As confirmation battles unfold, businesses are left navigating an increasingly unclear policy environment. 🔔 UPDATE: Since taping this episode, the Justice Department has dropped its criminal probe into Chair Jerome Powell. US Attorney Jeanine Pirro announced that the Fed’s inspector general will instead review cost overruns tied to recent building renovations. This development removes a key hurdle in Kevin Warsh’s confirmation process, as discussed in this episode. If you are planning for the second half of the year, understanding the balance between pricing pressure and consumer demand is critical. Don’t miss our upcoming webinar on state-by-state opportunities and US Consumer trends. Save your seat today → https://itrondemand.com/store/product/winning-states-2030s

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain is joined by fellow Economist Tara Bayke to break down the growing risk of “profitless prosperity.” As the economy expands through 2026 and beyond, many businesses may see rising revenues but shrinking margins due to persistent cost pressures. From surging material and energy costs to labor challenges and AI investment, where should leaders focus to protect profitability? And what role will the Federal Reserve play as inflation pressures continue? Tune in for a timely discussion on how to prepare for growth while safeguarding your bottom line. Are you ready to grow profitably in the years ahead? Trends Report Free Preview → https://hubs.la/Q03ybVV00 Trends Report Free Trial → https://itrondemand.com/store/product/trendsreport-free-trial

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the growing uncertainty surrounding Federal Reserve leadership and what it could mean for market stability. With questions around Chair Powell’s term, potential legal challenges, and political pressure, businesses are left wondering how much confidence they can place in the Fed’s independence. Lauren also highlights a key economic indicator tied to business-to-business investment that is showing stronger-than-expected momentum. What does this signal about the direction of the economy and future demand? If you are trying to plan ahead in an environment shaped by both political uncertainty and shifting economic signals, this episode offers critical insights without the noise. Will markets continue to trust the Fed if political pressure intensifies?

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain breaks down how AI is reshaping the labor market and why white-collar industries are seeing a different impact than blue-collar sectors. While many businesses are investing heavily in AI, layoffs and workforce shifts are not happening evenly across the economy. What does this mean for hiring, wages, and long-term workforce strategy? And why are some industries seeing more stability despite ongoing labor shortages? Trends Report Free Preview → https://hubs.la/Q03ybVV00 Trends Report Free Trial → https://itrondemand.com/store/product/trendsreport-free-trial

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down a major data week, including a downward revision to fourth quarter GDP and a sharp rise in inflation driven by geopolitical tensions. With CPI climbing and energy prices surging unevenly across markets, business leaders are facing a key challenge: how to manage rising costs without eroding demand. Lauren explores what these inflation pressures mean for pricing strategies, consumer behavior, and the broader economic outlook. While headlines point to volatility, the bigger question remains: will the Fed hold steady, cut rates, or be forced to act more aggressively? Watch now for key insights that can help you navigate uncertainty and make more informed decisions in the months ahead.

This week on TrendsTalk, ITR Economist and Economist Taylor St. Germain breaks down why aerospace and defense are emerging as key growth opportunities while other manufacturing sectors face ongoing challenges. With civilian aircraft production forecasted to grow at a leading pace and defense orders accelerating into 2027, where should businesses be focusing their time and investment? If your industry is facing slowing demand or uneven recovery, this episode highlights where momentum is building and how to think strategically about diversification. Trends Report Free Preview → https://hubs.la/Q03ybVV00

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?

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

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?

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.

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down why the Fed held rates steady and what shifting market expectations signal for the year ahead. With rate cuts now pushed further into the future, many business leaders are asking: are we prepared for higher-for-longer interest rates? Lauren explores the growing possibility that the Fed’s next move may not be a cut at all. She also unpacks rising oil prices, inflation risks, and why today’s energy costs may not hit the economy as hard as in the past. Plus, insight into internal Fed debates and what leadership uncertainty could mean for policy direction. Are markets underestimating the risk of sustained or even rising rates?

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain breaks down the recent surge in oil prices following escalating tensions in the Middle East and what it means for businesses and consumers. With oil briefly pushing above $100 per barrel, many leaders are asking whether this spike signals sustained inflation and economic pressure. Taylor shares ITR Economics’ updated oil price forecast and explains why history suggests these price spikes may not last as long as headlines imply. He also explores how higher energy prices could affect consumer spending, retail sales, and business margins in the months ahead. Join ITR Economics Chief Economist Brian Beaulieu and Senior Forecaster Connor Lokar in our Executive Webinar on March 20 → https://itrondemand.com/store/product/profitless-prosperity

Want to Learn about having "you're own" ITR Economist on your team?→ https://promotions.itreconomics.com/en-us/insights-from-itr-economics Don't miss our Executive Webinar on March 20th→ https://itrondemand.com/store/product/profitless-prosperity This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest inflation data and what it means for the Federal Reserve’s next move. With CPI and Core CPI still running above the Fed’s target, inflation remains stubbornly persistent, raising new questions for businesses and consumers alike. Lauren also examines how rising geopolitical tensions and potential disruptions in global oil supply could influence energy prices and consumer budgets. While the impact may be temporary, the combination of higher energy costs and growing electricity demand from AI and data centers could complicate the Fed’s path toward rate cuts. What does this mean for inflation trends, business planning, and the likelihood of interest rate relief this year? Watch the full episode to understand the forces shaping the economic outlook and what to watch next. 00:02 – Inflation remains sticky: CPI and Core CPI update 00:42 – Middle East tensions and risks to global oil supply 02:12 – How higher energy prices impact consumers 03:25 – Why energy costs matter less than they used to 04:05 – AI, data centers, and rising electricity demand 04:45 – What sticky inflation means for Fed rate cuts 05:30 – Other economic data: GDP, housing, and labor market 💬 Do you think the Fed will still be able to cut rates this year if inflation remains sticky?

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain shares an update on the commercial construction outlook and why the industry may have already passed its cyclical low. While the data still shows contraction, key leading indicators suggest momentum is building for growth later this year. What signals should contractors and construction suppliers be watching right now? Trends Report Free Preview → https://hubs.la/Q03ybVV00

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker unpacks February’s surprising jobs report and explains why one weak headline number doesn’t necessarily signal trouble for the economy. With job losses making headlines and uncertainty lingering, many leaders are asking the same question: Is the labor market starting to crack? Lauren breaks down what’s really behind the data, from temporary healthcare job losses to ongoing labor shortages in key industries like manufacturing and construction. She also explores why wages are still rising and what that means for inflation, interest rates, and the Federal Reserve’s next move. For business leaders navigating slower growth and persistent inflation, the bigger risk may be something ITR calls “profitless prosperity.” What does that mean for your strategy in 2026? Are you making decisions based on headlines, or on what the data is actually telling us?

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain examines the rapid growth in electricity infrastructure and what it means for your business strategy through 2030. With data center construction in 2025 and record highs in electric power transmission and distribution production, demand for energy is reshaping industrial markets. Rising electricity costs are adding pressure to margins and contributing to inflation in the second half of the decade. How should you position your business to capitalize on electrification growth while protecting profitability? Tune in for the data, the risks, and the long term opportunity.

This week on Fed Watch, ITR Economist and Speaker Connor Locar breaks down January’s hotter-than-expected Producer Price Index report and what it means for interest rates as we head into March. With inflation data coming in warm and money supply growth accelerating at the fastest pace in nearly four years, the likelihood of a near-term rate cut appears to be fading. At the same time, bond yields are dipping below 4 percent, raising new questions about growth expectations and market sentiment. Add in the latest 10 percent tariff action under Section 122 of the 1974 Trade Act, and businesses are once again facing pricing uncertainty. If you are trying to plan capital spending, manage borrowing costs, or protect margins in an environment of persistent inflation pressure, this episode will help you frame what matters most right now. Are markets signaling confidence, or concern?

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain breaks down the latest labor market data and what it means for your workforce strategy in 2026. While employment growth is slowing, wage inflation remains elevated above historical norms, creating ongoing margin pressure for businesses. We examine industry specific wage trends, regional disparities, and why a role by role and state by state approach is critical in today’s environment. As the economy positions for growth in 2026 and 2027, is now the time to act on hiring and compensation strategy?

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down a major Supreme Court decision striking down the administration’s use of emergency powers to impose tariffs, and what that means for inflation, business costs, and economic uncertainty ahead. With fourth quarter GDP coming in at 1.4% and core PCE inflation rising to 3%, headlines are painting a mixed picture. Is growth really faltering? Are inflation pressures reaccelerating? And how should business leaders interpret the latest data amid shifting trade policy? Lauren unpacks what is signal versus noise, why government shutdown effects matter, and why inflation may not fade as quickly as some hope. Most importantly, she explains why the tariff ruling does not automatically mean lower prices for businesses and consumers. If you are navigating margin pressure, pricing strategy decisions, or concerns about profitless prosperity, this episode offers critical context. What does this ruling really mean for your cost structure in 2026?

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain breaks down the downgrade to the 2026 US Single-Unit Housing Starts forecast. Despite lower mortgage rates and moderating home prices, affordability challenges remain a major headwind for builders, buyers, and industry suppliers. Why are most states still facing income deficits when it comes to buying a home? When will meaningful recovery begin? And which regions are positioned to outperform even in a down cycle? Tune in for the data-driven outlook and strategic insights to help you plan for 2026 and beyond. How is your region preparing for continued housing market pressure?

Stronger Jobs Report, Fed Pause Likely, and Global Concerns Rise | Fed Watch by ITR Economics

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain breaks down the key economic benchmarks shaping business conditions in 2026. Industrial production, employment, capital investment, and consumer spending are all showing improvement, but growth comes with new challenges. As demand returns and competition for labor intensifies, businesses must stay disciplined on margins to win in this cycle. Are you prepared for what the second half of 2026 may bring?

This week on Fed Watch, ITR Economist and Speaker Connor Lokar steps in to unpack how markets are responding to the Fed Chair announcement and what the latest data means for rates, inflation, and demand. With bond yields holding steady and PMI surging to a multi-year high, a key business pain point remains front and center: meaningful rate relief still looks elusive. Connor explains why stable yields do not signal coming cuts, how rising new orders point to renewed demand pressure, and why the housing market faces a longer recovery timeline than many expect. What do these signals mean for your planning as we move deeper into 2026?

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain breaks down the European economic outlook for 2026, highlighting where growth is returning and where businesses still face pressure. Western Europe is moving through recovery, Eastern Europe is poised to outperform, and business confidence is finally improving across most markets. But inflation dynamics and margin management remain key challenges leaders cannot ignore. What does this mean for companies planning international growth in the year ahead?

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down a busy week for the Federal Reserve, from the FOMC’s decision to hold interest rates to the surprise announcement of Kevin Warsh as President Trump’s pick for Fed Chair. With markets already uneasy about inflation and the timing of the next rate move, leadership changes at the Fed raise important questions for businesses planning around borrowing costs, capital investment, and economic uncertainty. Get insight into what Warsh’s policy stance could signal for rate cuts, Fed credibility, and the path forward. What should decision-makers be watching most closely right now?

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain breaks down the latest automotive industry outlook, including why North American light vehicle production is expected to return to growth in 2026 after a difficult 2025. While production and retail sales show improvement, cost pressures and rising auto loan delinquencies present real challenges for industry leaders. How should automotive firms prepare for a slower, more disciplined growth cycle ahead?

This week on Fed Watch, Economist and Speaker Lauren Saidel-Baker examines the issue of central bank independence and what it means for today’s financial markets. She breaks down why markets have largely dismissed recent concerns about the Federal Reserve’s autonomy and explores the risks that could emerge if interest rate cuts move ahead without support from underlying economic conditions. Lauren also unpacks the inflationary implications and key market signals business leaders should be monitoring. Are you factoring these policy dynamics into your forward-looking strategy?

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? Click here for a Free Preview of Trends Report → https://hubs.la/Q03ybVV00

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.