Finding Winning Markets and Avoiding the Losers Amid Rising Fears of Recession

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About the Presentation

Business headlines have increasingly focused on whether the mix of very high inflation, the prospect of higher interest rates, and war could drive the US economy into a recession. Two keys to business planning are knowing (1) when the next recession will occur and (2) which markets are likely to outperform in this business cycle and which will fare relatively worse. ITR Economics Director of Research and Development Eric Post will lay out ITR’s long-term macroeconomic expectations as well as address which markets will outperform in this business cycle versus those that will underperform.

Values Provided

  • Forecast for the US economy through 2026
  • Overview of risks – both to the upside and downside – for the US economy and our forecasts
  • Forecasts for key outperforming markets over the next three years

Questions Answered

  • Why doesn’t ITR Economics expect a recession this year?
  • Is the US entering a period of hyperinflation, or will things return to pre-COVID norms?
  • How will interest rate increases impact the economy and key markets?

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