Recent developments imply a possible economic turning point in the business cycle—and understanding economic surprise indices is key. … READ MORE >
Blog
Market Minute: What trade policy whiplash could mean for inventories
Businesses experiencing trade policy whiplash are seeking to get as much as possible into U.S. ports before higher import taxes are enforced. … READ MORE >
5 things to know in life sciences: Week of Aug. 4, 2025
Each week we highlight five things affecting the life sciences industry. Here’s the latest. … READ MORE >
Back-to-school outlook: Early shopping surge tests retail inventory readiness
Back-to-school shopping is occurring earlier than in previous years, driven by consumers seeking to take advantage of pre-tariff pricing and major retail promotions. The shortened shopping window places pressure on manufacturers and retailers to better understand and respond to market dynamics. … READ MORE >
Market Minute: Manufacturing stuck in slow growth despite increased shipments
While shipments of durable goods manufactured in the U.S. are increasing, it’s clear that manufacturing is stuck in a period of slow growth. … READ MORE >
Market Minute: U.S. economy rests on the wealthy continuing to spend
The K-shaped economy that has defined the U.S. in the post-pandemic era is predicated on upper-income groups continuing to spend at a strong clip. … READ MORE >
Health care industry trend watch: Week of Aug. 4, 2025
A new private health tracking system, which uses artificial intelligence, is being launched with a goal to improve health data sharing across the U.S. health care system by 2026. … READ MORE >
Market Minute: Financial market volatility could be returning—here’s why
After days of repose to start the summer, conditions are aligning for a return of financial market volatility for the rest of the year. … READ MORE >
Market Minute: What’s keeping interest rates so high? The risk premium.
The market appears to be pricing in the possibility of additional rate hikes should inflation continue to increase as tariffs are implemented. … READ MORE >
The big chill hits the labor market as job creation cools in July
Job creation in July slowed to 73,000 in July on the back of a large downward revision of 258,000 in May and June, capturing a big chill spreading out over the domestic economy and labor market. In addition, the unemployment rate rose to 4.2%, but that increase was partially masked … … READ MORE >