China has blacklisted imports of U.S. soybeans and corn, bringing those exports to a halt. A bailout for U.S. farmers is coming together in Congress. … READ MORE >
Blog
Market Minute: Focus on food prices and inflation expectations in the CPI
The Cleveland Fed’s Inflation Nowcasting model estimates that the CPI will have reached 3% in September and the first weeks of October. … READ MORE >
Health care industry trend watch: Week of Oct. 13, 2025
While the expiration of the AHCAH waiver presents immediate financial and operational hurdles, it also underscores a deeper commitment across health systems to reimagine care delivery. … READ MORE >
Market Minute: Impact of the shutdown goes nonlinear
As the government shutdown continues, we expect a 0.25% drag on GDP per week, or 1% per month. … READ MORE >
Nonprofits face challenges due to government funding cuts
Government funding cuts disrupted nonprofits reliant on government support during the first half of 2025. … READ MORE >
Canada’s economy slowing as major free-trade renegotiation looms
Canada’s subdued economic activity and the drop in inflation despite ongoing tariffs imply that the Bank of Canada could cut interest rates again this year. … READ MORE >
Market Minute: Tariff revenues, rates and rebates
The U.S. Customs and Border Protection agency is collecting tariffs at a rate of $30 billion per month compared with the $6.8 billion per month normally collected from importers. … READ MORE >
Market Minute: French-German yield spread to widen on political risk
The yield spread between French and German 10-year government bonds is spiking as France’s government once again comes under pressure. … READ MORE >
Capital markets roundup: Around-the-clock trading progress, digital assets and more
Capital markets exchanges made progress in September on rolling out around-the-clock trading, and market participants took steps in broadening the acceptance of digital assets and the regulation guiding this asset class. … READ MORE >
Health care industry trend watch: Week of Oct. 6, 2025
While Medicare and Medicaid will continue operating throughout the current government shutdown, the health care sector could feel uncertainty in other ways. … READ MORE >