Mortgage rates have retreated somewhat since their 2023 peak but remain higher than what we would normally expect. … READ MORE >
Blog
Market Minute: Supply shocks and inflation expectations
The escalation of hostilities in the Middle East over the weekend could very well be the next step in a broader global supply shock. … READ MORE >
5 things to know in life sciences: Week of June 16, 2025
The FDA unveils a fast-track review voucher for national health priorities. This and more in this week’s life sciences update. … READ MORE >
Market Minute: Tanker traffic through Strait of Hormuz at risk
The prospect of an expansion of hostilities in the Middle East has put in focus a potential oil supply shock if shipping through the Strait of Hormuz is significantly disrupted. … READ MORE >
Market Minute: Canada’s trade outlook not as bleak as feared
While uncertainty plagues Canada’s trade outlook, a relatively low U.S. effective tariff rate means things might not be as bleak as they seemed back in March. … READ MORE >
The Fed holds rates steady, but its forecast has the whiff of stagflation
In holding the policy rate in a range between 4.25% and 4.5%, the Federal Open Market Committee also signaled the possibility of two rate cuts this year, … READ MORE >
Market Minute: Central banks not immune to rising gas futures
Between May 30 and June 17, gas futures increased by 10.2% in the United States and by 16% in Europe. … READ MORE >
Health care industry trend watch: Week of June 16, 2025
The latest Consumer Price Index data for May also underscores a persistent rise in hospital and related services, signaling escalating cost pressures for health care consumers. … READ MORE >
May capital markets roundup: Crypto regulation, deals and international trading
May 2025 was a pivotal month for exchanges, broker-dealers, and clearinghouses, particularly in the realm of digital assets. The month saw major regulatory advancement in the cryptocurrency space, plus an announcement about a key technology partnership to support the Securities and Exchange Commission’s treasury clearing mandate. … READ MORE >
Retail sales send mixed signals amid trade uncertainty
Retail sales in May offered a muddled picture of consumer behavior, suggesting that while American households remain in decent shape, their appetite for spending is showing signs of fatigue. … READ MORE >