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    Business

    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.

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    Latest Episodes:
    Data Center Demand Is Fueling Growth in Power Generation | TrendsTalk Aug 17, 2026
    Show notes

    Data Center Demand Is Fueling Growth in Power Generation | TrendsTalk by ITR Economics


    Inflation Cools, but Is It Enough for the Fed to Hold Rates? | Fed Watch Aug 14, 2026
    Show notes

    This week on Fed Watch, ITR Economist and Speaker Connor Lokar breaks down the latest CPI report and what it could mean for the Fed’s September rate decision. Inflation delivered a “Goldilocks” reading, but for businesses and consumers waiting for clearer direction on interest rates, the outlook remains far from settled. Connor also examines continued weakness in the housing market, shifting market expectations for the Fed’s next move, and why economic policy uncertainty can make investment decisions even more difficult. Plus, he responds to a viewer’s take on forward guidance and considers whether the Fed can provide greater clarity without signaling its next move. Do the latest inflation and labor market data give the Fed enough reason to stay on hold in September? Share your take in the comments.


    The US Consumer Is Still Spending, But Not Everyone Is Thriving | TrendsTalk Aug 10, 2026
    Show notes

    This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain is joined by Senior Economist and Consultant Tara Bayke to examine the health of the US consumer. Retail sales continue to grow, but a closer look reveals a widening divide between income groups as essential costs and credit card pressures affect consumers differently. What does this K-shaped economy mean for businesses over the next few years?


    Global Economic Outlook: Where Growth Is Headed Through 2030 | TrendsTalk Aug 03, 2026
    Show notes

    This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain examines where global industrial production is growing today and why today's strongest-performing economies may not be the best strategic locations for the decade ahead. Learn which regions are expected to improve through 2026, which face increasing challenges, and what global businesses should consider when planning for the 2030s. Could your long-term strategy be focused on the wrong markets? 2025 Webinar "Global Ramifications of the 2030s Depression" → https://itrondemand.com/store/product/global-ramifications-2030s-depression


    Fed Holds Rates as GDP Slows: What Businesses Should Watch Next | Fed Watch Jul 31, 2026
    Show notes

    This week on Fed Watch, ITR Economist and Speaker Connor Lokar breaks down the Federal Reserve's decision to hold interest rates steady and why Chairman Kevin Warsh says it's time for markets to "play the ball, not the referee." As businesses continue navigating inflation uncertainty, slowing economic growth, and pressure on consumers, what should leaders actually be paying attention to? Connor explains why the Fed is stepping back from forward guidance, what recent GDP data signals about the economy, and what to watch as we head into the fall. Are markets focused on the right signals, or are they paying too much attention to every word from the Fed? 👍 Like, subscribe, and let us know in the comments: What economic indicator are you watching most closely right now?


    2027 Economic Outlook: Why Businesses Should Prepare for Slower Growth Now | TrendsTalk Jul 27, 2026
    Show notes

    This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain explains how different sectors are moving through the business cycle and what that means for your business in 2027. While parts of the economy continue to grow, leading indicators suggest conditions are changing. Learn why relying on today's momentum could lead to costly planning mistakes and what businesses should focus on instead. Watch to see what the latest economic signals could mean for your strategy.


    Oil Surges, Rate Cuts Fade: What to Expect from Next Week's Fed Meeting | Fed Watch Jul 24, 2026
    Show notes

    his week on Fed Watch, ITR Economist and Speaker Connor Lokar previews next week's Federal Reserve meeting and explains why renewed geopolitical tensions, rising oil prices, and higher Treasury yields could reshape expectations for interest rates. As markets adjust to fresh inflation risks, what should business leaders and decision-makers be watching now? If you're trying to understand how today's economic headlines could affect borrowing costs, business planning, and the outlook for the rest of the year, this episode breaks down the key developments and what they could mean moving forward. Will the Fed stay on hold, or could the conversation shift in an unexpected direction?


    Inflation Cools, But Are Rate Cuts Really Back? | Fed Watch Jul 17, 2026
    Show notes

    This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest CPI and PPI reports and explains why cooler inflation headlines do not necessarily mean interest rate cuts are back on the table. Learn why falling energy prices are distorting the data, what businesses should actually be watching, and how inflation is affecting consumers differently across the economy. If you're trying to make pricing, budgeting, or investment decisions, looking only at the headline numbers could lead you in the wrong direction. Lauren explains what matters most and what to watch next as the Fed weighs its next move. Will one month of encouraging inflation data change the Fed's outlook, or is the bigger picture telling a different story?


    The Most Fiscally Resilient States for Business Growth | TrendsTalk Jul 13, 2026
    Show notes

    This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain examines which US states are best positioned from a fiscal resiliency standpoint and why that matters for your business strategy. Rising debt, pension obligations, and long term fiscal health could play a major role in determining where opportunities emerge as we move toward the 2030 downturn. If your business depends on government spending, public infrastructure, or regional growth, this is a conversation you won't want to miss. 🔗 Click here for our webinar "Winning US States for the 2030s" → https://hubs.ly/Q04dnhxM0 Every business is different, and these rankings are meant to be applied to your unique situation. If you'd like to discuss what your state's outlook means for your business, email customercare@itreconomics.com with "State Index" in the subject line.


    June Jobs Report, Fed Independence, and the Lisa Cook Ruling | Fed Watch Jul 10, 2026
    Show notes

    This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down what the June jobs report is really telling us about the U.S. economy and why the headlines may not reflect the full story. She also examines the Supreme Court's decision in the Lisa Cook case, what it means for Federal Reserve independence, and why the outcome could shape future monetary policy. If you're trying to separate market noise from meaningful economic trends, this episode explains what business leaders should be watching next. What do you think will have the bigger impact on the economy: the labor market or Federal Reserve independence? Let us know in the comments.


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