May 2026
The May 2026 issue of the NFFS Economic Advisor by ITR Economics is now available for NFFS members.
FEATURED ARTICLE
A Closer Look: The U.S. Economy - Remapping Global Logistics Flow
by Jenna Allen, ITR Economics
What you need to know: Trade flows are shifting amid geopolitical tensions. Flexibility and resiliency are increasingly critical competitive advantages, although these qualities may come at a higher cost.
Also in this month's Advisor:
- ITR's Macroeconomic Outlook
- Make Your Move
- Investor Update
- ITR Economics' Long Term View
- Leading Indicator Snapshot
- Manufacturing Industry Analysis
- State-by-State: Employment
- Reader's Forum
Learn more at the NFFS Economic Portal
Don't forget to visit the NFFS Economic Portal, an all-in-one platform that provides a wealth of economic insights and invaluable resources to help members navigate the ever-changing business landscape. In the portal this month:
ITR Economics Blog
- Forecast Accuracy Report Card: Tariff Edition
- What the UAE's Exit From OPEC Could Mean For Global Oil Markets
- Waiting for Certainty is Usually Expensive
Trends Talk Podcast
- What the New Fed Chair Means For Inflation and Borrowing Costs
This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain sits down with Lauren Saidel-Baker to discuss what a new Fed chair could mean for inflation, interest rates, and business strategy heading into 2030. With inflation remaining stubbornly high and bond markets signaling concern, should businesses rethink their borrowing and investment plans before rates move even higher? Could the next move from the Fed actually be another rate hike?