Tech giants’ investments in data centers will require vast amounts of energy, which will ultimately hit consumers. … READ MORE >
Blog
Market Minute: Diverging inflation expectations
Policy decisions by the Federal Reserve will rest upon whether it thinks that higher tariffs will result in a one-time increase in prices or persistent inflation. … READ MORE >
Market Minute: Powell at Jackson Hole
The retirement of baby boomers and immigration enforcement are reducing the supply of workers, making monetary policy decisions that much more challenging. … READ MORE >
Back-to-house shopping: Canadian market picks up as buyers act early
Canadian consumers are adjusting their spending habits amid uncertainty, with early activity observed in both retail and housing markets. This early movement is driven by expectations of future cost increases and interest rate cuts, alongside government support measures, signaling a potentially stronger housing market in the fall. … READ MORE >
Health care industry trend watch: Week of Aug. 18, 2025
The electronic health records area is the center of a surging wave of venture capital healthtech investment. … READ MORE >
Market Minute: U.S. residential investment never recovered after financial crisis
American residential investment, which stands at 3.3% of gross domestic product, remains tepid at best amid an affordability crisis that will not be solved anytime soon. … READ MORE >
Wrong data at the right time: Mixed data complicates Fed’s decision
A lot is happening in the economy, but one trend has become clear: The economy is slowing but not enough to guarantee a rate cut. … READ MORE >
5 things to know in life sciences: Week of Aug. 11, 2025
Biotech IPOs in the U.S. have hit a six-month drought. This and more in this week’s life sciences update. … READ MORE >
Consumer products M&A update: Rebound remains out of reach
The robust M&A activity during and post-pandemic from 2020 to 2022 is starting to mature and we believe will be a catalyst in the second half of the year and into 2026 that breaks open the levees and drives deal volumes higher. … READ MORE >
Market Minute: The normalization of rates and the steeper yield curve
The Treasury yield curve has steepened, with 2-year Treasury bond yields now below 3.70% … READ MORE >