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Inflationary pressures are evident across a swath of inputs, so monitoring your bottom line will be key to maintaining profitability. Identify opportunities to streamline and keep costs in check.
The S&P 500 moved largely sideways in July, ending the month 0.1% below June’s close. The broader market trend remains supported by continued economic growth, inflation, and relatively strong leading indicators. Our concerns about market caution in the second half of 2026 remain relevant, particularly given softer economic expectations for 2027. However, resilient leading indicators suggest that any potential weakness may be delayed, potentially into early next year.
ITR Economics Long-Term View
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2026 GROWTH |
2027 GDP GROWTH; MANUF. FLAT |
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