Ahead of the Curve – An Amazingly Connected System of Economies – 1/27/2025
ITR Economics
We provide the best economic intelligence to reduce risk and drive practical and profitable business decisions.
Understanding the Recent Movements in Inflation and What to Expect in 2025
December marked the third consecutive month of rising inflation - where do we see that trend going in 2025? And what will it mean for pricing in key areas such as energy, food, and housing? Discover the implications of these trends and more in our latest blog.
“The bond market is often seen as a harbinger of future economic conditions, and current signals suggest that further inflation is anticipated in 2025 and beyond.”
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2025 Crowe // ITR Economics Summit
Catch ITR Economist Taylor St. Germain during the 2025 Crowe ITR Economics Summit on March 20 as he helps business leaders transform their supply chains into growth drivers in today's dynamic economy!
“The global supply chain faced unprecedented challenges in recent years, reshaping the way that businesses operate and plan for the future. From labor shortages to geopolitical tensions, the ripple effects of these disruptions have highlighted the need for agility and innovation. Understanding the economic forces driving these changes is essential for building resilient and competitive supply chains.”
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Solutions
How will the interconnectedness of North American economies, influenced by cross-border trade, lead to variations in economic performance, especially in the 2030s? Why is Canada considered a safe haven while Mexico and other regions around the globe face significant challenges? Read the latest blog from ITR Economics to explore these insights in detail!
“How positive will each of these economic environments be in 2025 and 2026? What magnitude of decline is probable between 2030 and 2036? We will answer these questions and so much more at the 2025 Crowe // ITR Economics Summit on March 20, 2025.”
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TrendsTalk – New Episode Every Monday
Timing your capital investments in 2025 is crucial! What strategies can you employ to focus on long-term ROI and position yourself for future growth? Let our data insights guide you this week on TrendsTalk.
“All of these are upward pressures on inflation, which will raise expectations for interest rates… I'll repeat, this year will be the likely the best we see the rest of the 2020s.”
Fed Watch – New Episode Every Friday
This week on Fed Watch, we dive into the M2 money supply, single-family housing permits, labor market signals, and interest rate trends. Will these trends lead the Federal Reserve to implement further cuts? And how would that impact the economy through 2025? Tune in to learn more!
“Looking at single-family housing permits for the fourth quarter, that came in 0.1% ahead of the year-ago level. Now, that may not sound like much, and it is. It’s a pretty slim margin, but at least it’s not going down anywhere anymore.”
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By the Numbers??– New Episode Every Tuesday
In this free episode preview of By the Numbers??, we share the highlights of host Lyndsay Wornham and ITR Economist Lauren Saidel-Baker's discussion on China’s current economic situation, focusing on its recent trade surplus and economic challenges alongside an analysis of CPI, retail sales, and housing starts data.
"So Powell still signaled that we're on track to cut probably more this year, up to, and 50 basis points is kind of what's being talked about this year. But he's also giving the signal that we just need a little bit more confidence, inflation is moving in the right direction.?Inflation has been cooling a little bit more slowly than maybe we thought it would be at this time."