Taylor St. Germain

Business cycle conditions are set to generally improve in 2026 (and beyond). It is important to know how much rise to expect, and for how long, for the general economy and specifically by markets. Additionally, we expect inflation pressures to heat up beginning in 2026 and in the following years. Beyond looking at the drivers of that inflation, we will present how much inflation to expect, and how high interest rates are likely to go through 2027.

Not all markets and businesses are interest-rate sensitive. We will be looking at different relevant markets with an eye toward gauging how much of a headwind rising interest rates will present.

Earlier-turning segments of the economy will need to know how soon they will likely experience business cycle degradation and to what extent.

The presentation will cover markets specific to the audience along with ITR Economics’ outlook through 2027 for inflation, interest rates, downside risks, upside potential, and ITR Economics’ extended outlook for the 2030s where appropriate.