ITR Economics

ITR Economics

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.

  1. AI Investment Is Strong But Adoption Is Uneven | TrendsTalk

    1D AGO

    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

    7 min
  2. Will the Fed Hold Rates Higher for Longer? What Rising Producer Prices Signal | Fed Watch

    4D AGO

    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?

    8 min
  3. Manufacturing Rebounds, But Rising Uncertainty Threatens 2026 Growth | TrendsTalk

    MAR 23

    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.

    8 min
  4. Fed Holds Rates, But Could Hikes Return? What the Market Is Missing | Fed Watch

    MAR 20

    Fed Holds Rates, But Could Hikes Return? What the Market Is Missing | Fed Watch

    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?

    7 min
  5. Oil Prices Surge Above $100. What’s the 2026 Outlook? | TrendsTalk

    MAR 16

    Oil Prices Surge Above $100. What’s the 2026 Outlook? | TrendsTalk

    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

    10 min
  6. Oil, Inflation, and Interest Rates: Why the Fed’s Job Just Got Harder | Fed Watch

    MAR 13

    Oil, Inflation, and Interest Rates: Why the Fed’s Job Just Got Harder | Fed Watch

    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?

    8 min
  7. Why Commercial Construction Could Rebound Later This Year | TrendsTalk

    MAR 9

    Why Commercial Construction Could Rebound Later This Year | TrendsTalk

    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

    6 min
  8. February Jobs Report: Should Businesses Be Concerned? | Fed Watch

    MAR 6

    February Jobs Report: Should Businesses Be Concerned? | Fed Watch

    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?

    8 min
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4.6
out of 5
43 Ratings

About

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.

Information

  • Creator
    ITR Economics
  • Years Active
    2019 - 2026
  • Episodes
    438
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    ITR Economics

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