ITR Economics

Hosted by ITR Economics

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492

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Oct 2026

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About the show

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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60 recent

October 19, 20266 min

Supply Chain Disruptions: A Growing Risk for 2027? | TrendsTalk

This week on TrendsTalk, rising supply chain pressures, higher energy prices, and increasing shipping costs are creating new challenges for businesses heading into 2027. Could these disruptions threaten your company's growth and profitability? ITR Economist and Speaker Taylor St. Germain examines the latest supply chain data, including disruptions in the Strait of Hormuz, rising oil and diesel prices, and increasing global shipping costs. With leading indicators pointing to additional supply chain pressure in the months ahead, businesses may need to rethink their strategies for managing costs, protecting profit margins, and meeting demand. What do these trends mean for the 2027 economic outlook, and how can businesses prepare while the economy continues to grow?

October 16, 20266 min

Inflation Is Rising: What It Means for Fed Rate Hikes | Fed Watch

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest inflation data and what persistent price pressures could mean for future Federal Reserve interest rate decisions. From rising energy costs and tariffs to AI-driven demand for labor and materials, businesses and consumers are facing inflation from multiple directions. Could the latest CPI report signal higher interest rates heading into 2027? Watch to learn which inflation trends matter most and what businesses should be watching as they plan for the year ahead. What inflation pressures are having the biggest impact on your business? Share your thoughts in the comments. 00:01 – September CPI report reveals persistent inflation 00:40 – Energy prices drive higher consumer costs 01:57 – Core vs. super core inflation and tariff impacts 03:36 – AI and data center construction add pricing pressures 04:48 – Inflation, consumer spending, and the Fed's rate outlook #FedWatch #Inflation #FederalReserve #InterestRates #ITREconomics

October 16, 20266 min

Inflation Is Rising: What It Means for Fed Rate Hikes | Fed Watch

October 9, 20266 min

Another Fed Rate Hike Is Coming. What Happens to Borrowing Costs? | Fed Watch

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down why another Fed rate hike may be coming and what the latest Fed minutes signal about the path ahead. But for businesses and consumers facing higher borrowing costs, the federal funds rate is only part of the story. Lauren examines the sharp rise in the 10-year Treasury yield and the forces pushing long-term interest rates higher, including inflation expectations, rising U.S. government debt, and shifting demand for Treasuries. What could these trends mean for interest rates and borrowing costs heading into 2027? Free Economic Insights Receive timely economic insights and analysis from ITR Economics right to your inbox. Join our email list → https://hubs.la/Q04yvWz50 Trends Report Trial Get forward-looking insights with over 40 Unique Market Forecasts. Start your free 30-day trial → https://hubs.la/Q04yvWRg0 Talk to a Specialist Connect with an expert and discover how to turn economic insight into your competitive edge. Work with ITR Economics → https://hubs.la/Q04yvX_s0

October 5, 20266 min

2027 Economic Outlook: Why Straight-Line Budgeting Could Put Growth at Risk | TrendsTalk

This week on TrendsTalk, ITR Economist Taylor St. Germain discusses the economic outlook for 2027 and why businesses should avoid assuming that the strong growth seen in 2026 will continue at the same pace. Several key benchmarks, including industrial production, capital expenditures, and wholesale trade, are expected to move from accelerating growth to a period of slower expansion. Taylor explains how this shift could affect business planning, pricing, profit margins, and budgeting decisions. He also highlights potential opportunities in commercial construction, data centers, artificial intelligence, and other high-technology industries that may help offset slower growth elsewhere. Free Economic Insights Receive timely economic insights and analysis from ITR Economics right to your inbox. Join our email list → https://hubs.la/Q04yvWz50 Trends Report Trial Get forward-looking insights with over 40 Unique Market Forecasts. Start your free 30-day trial → https://hubs.la/Q04yvWRg0 Talk to a Specialist Connect with an expert and discover how to turn economic insight into your competitive edge. Work with ITR Economics → https://hubs.la/Q04yvX_s0

October 2, 20265 min

Weak Jobs Data, Rising Rates: What Is the Fed Watching? | Fed Watch

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down a week of mixed economic data and what it could mean for interest rates and the Federal Reserve’s next moves. GDP was revised higher, while the latest labor market data showed signs of weakness. For business leaders trying to plan around borrowing costs, hiring, and economic growth, the challenge is separating meaningful trends from short-term noise. Lauren explains why the latest jobs numbers deserve attention, but may not be enough to change the direction of interest rates. What should businesses be watching as the Fed balances labor market weakness against persistent inflation pressures? Share your thoughts in the comments.

September 28, 20266 min

What $40 Trillion in U.S. Debt Means for the 2030 Downturn | TrendsTalk

What $40 Trillion in U.S. Debt Means for the 2030 Downturn | TrendsTalk by ITR Economics

September 25, 20264 min

10-Year Treasury Yield Hits 5.2%: What It Means for Fed Policy | Fed Watch

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker examines why the 10-year Treasury yield has reached 5.2%, its highest level since 2007, and what rising bond yields could mean for interest rates, borrowing costs, and financial markets. She also discusses hawkish Federal Reserve commentary, stronger economic data, and why persistent inflation may keep pressure on the Fed to raise rates. Could the bond market be sending the Fed a signal it cannot ignore?

September 21, 20267 min

AI, Data Centers, and Semiconductors Driving US Growth | TrendsTalk

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain examines how AI investment, data center construction, and semiconductor production are driving US economic growth. With many legacy manufacturing markets remaining flat and additional weakness expected in 2027, where can businesses find opportunities to diversify and grow? Tune in for the data shaping the outlook. 📊 Trends Report Free Preview → https://hubs.la/Q03ybVV00

September 18, 20264 min

Fed Rate Hike: What Higher Interest Rates Mean for Business | Fed Watch

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker explains why the Federal Reserve’s latest 25-basis-point rate hike could mark the beginning of a broader rate-raising cycle. With borrowing costs creating challenges for rate-sensitive businesses, Lauren examines persistent inflation, the Fed’s outlook, and the signals leaders should watch when planning for 2027 and beyond. Is your business prepared for interest rates to move higher?