Despite a strong jobs market and rising real wages, expectations around the provision of credit remain low. … READ MORE >
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5 things to know in life sciences: Week of Feb. 24, 2025
The biopharma sector reported strong fourth quarter earnings. This and more in this week’s update. … READ MORE >
Canada’s economy surged last quarter, but U.S. tariff threats cloud 2025 forecast
Canada’s economy showed promising growth in the last quarter of 2024 and is poised to have a robust 2025—provided U.S. tariffs don’t take effect. … READ MORE >
January PCE index: Strong income gains amid elevated inflation
Underlying inflation appears to have flattened out near 2.5% on an annual basis with service sector costs rising at a 3.4% rate. … READ MORE >
Market minute: Rising short-term inflation expectations
But given the general uncertainty around trade policy, one should begin looking more closely at short-term inflation expectations, which have been on the rise. … READ MORE >
Jobless claims rise as durable goods data is mixed
While the government layoffs contributed to the increase, new filings for jobless benefits in Washington accounted for only about 2,000 of the 22,000 overall increase. … READ MORE >
Market minute: The growing complexity of U.S. supply chains
The aggregate complexity of the supply chains for the 50 largest firms in the S&P 500 Index by revenue is fully nine times more complex than in 2009, a stunning 16% compounded annual growth rate. … READ MORE >
Market minute: Is the fight against PCE inflation like waiting for Godot?
The January PCE inflation report, to be released Friday, will most likely show a 0.3% top-line increase on the month and a 2.5% increase from one year ago. … READ MORE >
Market minute: The impact of China’s ailing property markets
The Chinese Real Estate Climate Index, released by China’s National Bureau of Statistics, stands at 92.78, well below its historical average of 99.47. … READ MORE >
Supply chain issues limit growth among major data center hyperscalers
Supply chain constraints are limiting revenue growth among the largest U.S. data center developers—known as hyperscalers—and threatening the United States’ progress in artificial intelligence innovation, according to recent company earnings calls. … READ MORE >