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Jul 2, 2025
Tom Dietrich, President and CEO of iTron, shares insights on innovative water management solutions and the impact of economic trends. He discusses how inflation, interest rates, and tariffs are reshaping markets, especially in the utility sector. The conversation highlights iTron's advancements in energy management and its role in enhancing utility performance amidst rapid technological change. Dietrich also emphasizes the importance of adapting to an AI-driven web and evolving trade dynamics in today's economy.
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Tariffs Delay Fed Rate Cuts
- Tariffs have materially increased U.S. inflation forecasts, delaying interest rate cuts by the Fed.
- The economic effects of tariffs haven't fully manifested yet, so markets and policymakers are cautious.
Tariff Uncertainty Major Market Risk
- The key risk remains uncertainty over tariffs and the extent of economic slowdown and inflation.
- Global central banks are expected to cut rates eventually, providing a positive outlook for investors.
Itron Drives Utility Efficiency
- Itron improves utility efficiency by managing electric, gas, and water distribution systems worldwide.
- Their technology enhances reliability, security, and customer experience across 8,000 utilities.