Name: State Shutdowns, the Election, and Economic Recovery with Alan Beaulieu by TrendsTalk with ITR Economics
Duration: 6 min 47 s
Description: November has been a busy month, rife with concerns about state shutdowns, the election, and economic recovery. But has all this impacted our economic outlook? Catch our newest TrendsTalk episode with ITR President Alan Beaulieu to learn more.

This week on TrendsTalk, Taylor St. Germain shares the latest housing market update. Single-family housing starts are in a slowdown now, but forecasts point to growth in 2026 and 2027. We review current mortgage rates, home prices, and how incomes are expected to outpace inflation. What do the latest trends mean for homebuyers, builders, and the real estate market outlook? Tune in to learn more!

Housing Market Lull Before Growth

This week on TrendsTalk, Taylor St. Germain break down how different income brackets are handling rising costs in food, housing, and healthcare. While higher earners continue to see spending remain below historical averages, lower and middle-income households are facing mounting affordability challenges. What does this divide mean for consumer spending and long-term economic growth? 

Income Brackets and Spending Challenges

This week on TrendsTalk, Taylor St. Germain from ITR Economics explains the concept of “profitless prosperity”, a future where businesses see revenue growth but shrinking profit margins due to rising costs. While economic growth is expected through 2028, inflation and cost pressures may limit profitability.

How can your business avoid this trap? Taylor outlines strategies for balancing pricing power with productivity and efficiency, and why developing a three-year plan is critical for protecting margins in an inflationary environment.

Profitless Prosperity: Revenue Growth, Margin Pressure

This week on TrendsTalk, Taylor St. Germain reviews the latest data showing manufacturing’s growth rate accelerating after a tough 2024. While some sectors like heavy-duty trucks, medical equipment, and light vehicle production remain under pressure, the outlook points to recovery in 2025 and broad-based growth by 2026. Will your business be ready to keep up with the pace of expansion?

Positive Manufacturing Outlook for 2026

This week on TrendsTalk, Taylor St. Germain from ITR Economics unpacks the latest leading indicators for the US Industrial Economy. While growth is still on the horizon for 2026, several key indicators are moving sideways, signaling a milder rise than previous recovery cycles. What does this mean for capacity planning and business strategy? Tune in to learn why understanding not just the direction but also the amplitude of growth is critical for accurate forecasting and planning.

Mild Industrial Growth Ahead with Sideways Indicators

This week on TrendsTalk, Taylor St. Germain breaks down where US exports and imports are growing, which countries are losing ground, and why the EU has emerged as the clear trade “winner” in 2025. Despite these changes, the US remains the top destination for foreign direct investment, a key driver for onshoring, reshoring, and long-term industrial growth. What will this mean for manufacturers and business leaders heading into 2026?

How 2025 Tariffs Are Reshaping Global Investment

This week on TrendsTalk, ITR Economist Taylor St. Germain examines how soaring data center construction is fueling record-high electricity prices and what that means for your business. With U.S. electric power costs hitting new highs, companies face growing challenges tied to infrastructure strain and future energy policy changes.

Rising Energy Costs Could Threaten Business Growth

This week on TrendsTalk, Taylor St. Germain from ITR Economics breaks down the current labor market conditions and what they mean for your business strategy. With just over one unemployed person per job opening, there’s slight slack in the market, but not for long.

Find out why the next 6 to 9 months may be your best window for hiring before tightening conditions and wage pressures hit hard. Taylor also covers workforce demographics, rising labor costs, and how AI and automation can help offset the people problem.

Slight Slack in the Labor Market Before Tightening Returns

This week on TrendsTalk, ITR Economist Taylor St. Germain revisits ITR Economics’ long-standing forecast of a 2030s depression and outlines how businesses can prepare today. Taylor reveals which U.S. states are best positioned for success and which face greater risk based on ten key economic and demographic factors. Learn where your organization may find opportunity as the next decade approaches.

The Safest States for Business Growth During the 2030s Depression

This week on TrendsTalk, ITR Economist Taylor St. Germain provides an update on the US Economic Policy Uncertainty Index. After record highs earlier this year, uncertainty has been cut in half, setting the stage for accelerating growth in both CAPEX and Industrial Production. Taylor explains why this shift supports ITR Economics’ positive outlook through 2026 and what it means for business leaders preparing for expansion. Are you ready to keep pace with growth?

Economic Uncertainty and What It Means for 2026 Growth

November has been a busy month, rife with concerns about state shutdowns, the election, and economic recovery. But has all this impacted our economic outlook? Catch our newest TrendsTalk episode with ITR President Alan Beaulieu to learn more.

State Shutdowns, the Election, and Economic Recovery with Alan Beaulieu

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State Shutdowns, the Election, and Economic Recovery with Alan Beaulieu

TrendsTalk with ITR Economics

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