From the President's Desk Retail
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 Retail
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
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 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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From the President's Desk Strategic Planning
There is a pessimism building in the business and banking community. That pessimism leads some noteworthy institutions to project a recession in the US later this year. There is also...
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From the President's Desk Construction
ITR Economics is forecasting a soft landing for GDP in late 2022 and into the first half of 2023. (Please note that a hard landing, or recession, would be two consecutive quarters of GDP...
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From the President's Desk Finance
At least half of investors check in on their investments at least once a day. Some of you, I would guess, are saying, "Just once?” It is an easy habit to get into and it is encouraged by...
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