Contending With Uncertainty and Change

Event Details

• July 29, 2025 at 2:30 p.m. ET
• 90-minute live virtual event with Q&A
• Slide deck included in purchase

About the Presentation

Separating noise from reality and getting a sense for when “normal” will likely return are key considerations for business leaders who are being adversely impacted by the tariffs. The same is true for firms benefiting from the tariffs, because the same factors can shape how long the new-found favorable wind may last.

Our task at this webinar is to provide you with guidance regarding the macroeconomic versus microeconomic impacts of:

• Business uncertainty
• Consumer uncertainty
• Tariffs – macroeconomic effect (these tend to be longer-lasting)
• Tariffs – microeconomic effect (these tend to be shorter term)
• Fiscal policy implications for 2026
• Fiscal policy implications for the 2030s      

What questions will be answered?

• There is frequent chatter about how the global economy could be disrupted by what is occurring. We will examine how likely that is.
• What do the fiscal policies being promoted today mean for the deficit, the national debt, and the great depression of the 2030s?
• What are some of the ways to make money in an economic environment like this?

What will attendees receive?

• Attendees will receive insights into which economic indicators are worth watching during times like these.
• ITR will frankly discuss some of the “lines in the sand” we are watching for to tell us whether the economy is trending on track or whether we need to quickly adjust.
• What is happening in 2025 ties in well with our view of the 2030s. We will explain what that means.

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