Based on our own model and the central bank’s recent rhetoric, the Fed will be and should be in no hurry to cut rates given the risk around the economic outlook. … READ MORE >
Blog
Canadian household net worth rises despite economic uncertainty
Canadian household net worth rose for a sixth quarter in a row—but this trend could reverse next quarter as the effects of trade tensions persist and spread. … READ MORE >
Initial jobless claims increased again. Is it time to worry?
New filings for unemployment benefits continued to climb last week, reaching 248,000 and nearing our threshold of 250,000 that suggests risk of a recession. … READ MORE >
Market Minute: It’s not the beans that cost more. It’s the can.
In a range of categories in the consumer price index where goods have been subject to tariffs like the 25% levy on steel and aluminum, prices increased significantly. … READ MORE >
Large declines in energy prices dampen a modest increase in inflation
Beneath the surface, one can see an emerging sketch of how inflation will increase across the economy as tariffs take effect. … READ MORE >
Market Minute: Investment in an age of uncertainty
Investors should prepare for an extended period of dollar weakness, inflation and higher interest rates. … READ MORE >
The Market Minute from Joe Brusuelas, now available in your in-box
RSM Chief Economist Joe Brusuelas, In his daily Market Minute, offers a forward-looking analysis of the issues affecting businesses, markets and the economy … READ MORE >
Market Minute: The unbearable lightness of tariff timelines
Months after the United States began to announce sweeping new tariffs, businesses and consumers face more uncertainty, not less. … READ MORE >
Market Minute: Economy slowing into second half of the year
Slowly gathering headwinds are causing the economy to lose steam as it heads into the second half of the year. … READ MORE >
5 things to know in life sciences: Week of June 2, 2025
The FDA introduced a new generative AI tool. This and more in this week’s life sciences update. … READ MORE >