Why Healthcare Could Be a Key Growth Market for the 2030s
Long-term healthcare demand continues to rise and healthcare markets (medical devices, diagnostics, biotech) offer growth opportunities into the 2030s.
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Long-term healthcare demand continues to rise and healthcare markets (medical devices, diagnostics, biotech) offer growth opportunities into the 2030s.
Data center construction growth is beginning to slow.
Continued data center growth is driving increased power generation demand and a rise in utilities production not seen in more than a decade.
US retail sales continue to grow despite inflation.
Rising long-term yields will keep upward pressure on mortgage rates.
Odds of a September Fed rate hike are falling; the bond market signals the Fed likely does not hike in September.
Expected Fed rate cuts are unlikely in the months ahead due to rising oil prices and renewed inflation concerns.
Renewed Middle East geopolitical tensions are pushing oil prices higher.
Treasury yields are rising alongside fresh inflation risks.
Inflation is more persistent than expected and the Fed's next move won't be the cut markets hoped for; waiting for lower interest rates is a costly mistake.
Economic growth is expected over the next few years before the 2030s downturn.
The 2030s depression forecast timing has not changed; a depression is still expected in the 2030s driven by demographics.
Forecasts call for continued US data center construction expansion through 2028.
Aluminum prices are rising much faster than overall inflation.
Key input commodities including copper are rising much faster than overall inflation.
ITR raised its 2026 PPI forecast from 3.4% to 5.0%, with producer inflation rising through 2026-2028.
Oil prices are rising much faster than overall inflation.
Inflation remains stubbornly elevated and persistent.
Inflation pressures persist and businesses waiting for lower interest rates are making a costly mistake, implying rates will not fall meaningfully.
Boeing orders and deliveries show recovery signals.
Civilian aircraft production is forecasted to grow at a leading pace among manufacturing sectors in 2026.
Manufacturing and industrial production are returning to growth after a prolonged downturn.
Stocks are rotating away from tech.
Higher energy prices will weigh on consumer spending and the outlook for retail sales in the months ahead.
Past market cycles show these oil price spikes rarely last as long as many expect, implying prices come back down.
Geopolitical tensions are pushing oil prices higher in the short term.
Inflation pressures build, creating 'profitless prosperity' and margin compression.
Leading indicators suggest commercial construction growth returns in the second half of the year.
Heavy-duty trucks remain in recession.
Manufacturing momentum is building in aerospace.
Electricity infrastructure is a growth driver through 2030, with electrification among the top long-term industry opportunities.
With warm PPI and accelerating money supply growth, the likelihood of a near-term rate cut is fading — the Fed is likely to pause in March.
Commodity costs are rising.
US housing growth returns in 2027 and accelerates in 2028.
Selective opportunities and recovery are emerging across warehouses, offices, and healthcare construction.
Retail sales growth will continue to run above inflation in 2026 as consumer demand holds up.
Industrial production improves in 2026.
Consumer spending shows strength in 2026.
Bond yields hold firm near current levels rather than falling; steady 10-year yields do not signal coming cuts.
The housing market faces a longer recovery timeline than many expect.
Inflation pressures limit the scope for rate cuts in 2026.
Light vehicle production is improving.
Commercial construction recovery is expected.
Industrial production returns to growth in 2026.
Markets are pricing in a likely rate cut at next week's Federal Reserve meeting.
Inflation pressures are rising.
Consumers are spending more, with activity outpacing inflation.
ITR forecasts housing market growth in 2026 and 2027 driven by consumer incomes outpacing inflation.