ITR Economics continues to think that the coming decade is America’s Decade. However, that doesn’t mean the financial landscape isn’t changing. How to play offense and defense, all with the objective of winning with profits, will be discussed.
The difference between the two presidential candidates when it comes to tax policy is significant. The amount of money that will be spent is not as significant, but the “where it gets spent” could change. A lot rides on the Senate outcome.
This presentation will discuss the supply chain now and into the future, particularly as it relates to our second subject – onshoring. There are lots of changes coming, but a lot will remain the same, and those items will be the third question we answer.
Many business leaders are very concerned about the future of their businesses, and understandably so. We will separate headlines from reality as we discuss the potential for a second COVID wave and what it might do to the economy should it occur.
There is a perspective that says one of the consequences of the COVID-19 pandemic is sustained economic Depression for years and years to come, and that will be the new norm. ITR’s perspective is that recovery & growth are probable.
The US retail sector is cooling down following the normal holiday boom, but that is to be expected. An important question: How is the US retail sector performing without the holiday "noise,” and where do we expect the industry to head in the future?