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FREE INSIGHTS FROM ITR ECONOMICS - SEPTEMBER 2026

The Insider™ membership provides highly accurate economic data and unbiased analysis to help businesses reduce risk and make informed decisions. Starting at just $0.99 for the first month, members gain clarity and confidence through expert-led webinars, reports, and real-time economic updates accessible via the ITR onDemand portal.

Make Your Move

Focus business efforts on resilient markets as the economy diverges. Markets tied to data centers, AI infrastructure, and defense could provide lift in the coming years, alongside health care and consumer essentials. 

Investor Update

The S&P 500’s monthly trend hit a record high in August, though its quarterly growth rate is slipping, and history suggests that softening in this metric is more likely than not to persist. Gains are extending beyond AI, with energy and health care leading the way, while consumer discretionary is on the softer side.