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From the President's Desk Management Planning

Prosperous Times – for Some
By Alan Beaulieu on November 15, 2022

It has been my pleasure to talk with numerous executives in different industries over the last few weeks, and many of them are still wondering if we are in a recession. We have dealt with...

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From the President's Desk Budget Planning

No Time to Waste: Stay Head of Mounting Labor Costs
By Alan Beaulieu on October 20, 2022

The percentage of overall operating costs that labor accounts for will vary by industry and company, but it is an important component of just about anyone’s cost structure. The availability...

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From the President's Desk Finance

Fed Raises Target Rate Again, Despite Signs of Ebbing Inflation
By Alan Beaulieu on September 27, 2022

The Federal Reserve raised its benchmark federal funds rate by 75 basis points on September 21, which was not a surprise to most people. It was probably also not a surprise to most that...

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From the President's Desk Retail

Is Inflation Causing Less Consumer Spending? — Headlines vs. Data
By Alan Beaulieu on August 30, 2022

I saw this headline: “Consumer spending slowed in July as inflation remained…” I read that as a clear statement of correlation between something vaguely negative (“slowed”) and inflation....

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From the President's Desk Internal Forecasting

Current Market Trends — 3 Key Insights You Should Know
By Alan Beaulieu on July 28, 2022

Using “market trends” is my way of drawing attention to the exact opposite – specifically, that many markets are behaving differently than our macro trends. Nevertheless, ITR Economics’...

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From the President's Desk Shipping & Trade

Freight Trends: Relief Is Just Down the Road
By Alan Beaulieu on June 1, 2022

Freight costs seem to be on everyone’s mind as we talk to clients individually and as we deliver keynotes. The US Long-Distance General Freight Trucking Truckload Producer Price Index (PPI)...

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