Inventory expansion continued to moderate in May after peaking earlier in the year as firms pulled forward economic activity to avoid tariffs. … READ MORE >
Economics
Market Minute: Shipping activity remains lower at U.S. seaports
Higher tariffs have taken a toll on shipping activity at American ports. But oil and natural exports have provided a steadying influence on exports. … READ MORE >
Market Minute: Manufacturing sector to slow in second half
The Conference Board’s Leading Economic Index implies that the broader manufacturing sector will slow into the second half of the year. … READ MORE >
Market Minute: Weaker dollar adds to inflation pressure as import prices rise
Once the dollar begins to depreciate, higher inflation typically follows as imported goods become more expensive. … READ MORE >
Market Minute: Japanese bond holdings and global yields
The chance that Japan’s long-dominant Liberal Democratic Party may lose its majority in the upper house of parliament has created a risk of higher bond yields not only in Japan but also globally. … READ MORE >
American consumers remain resilient in June as layoffs cool
American consumers finished the quarter on a much stronger note with a rebound in spending at retail stores after two disappointing months. … READ MORE >
Market Minute: Global yields on the rise
Expansionary fiscal policies in Germany and the U.S., as well as the prospect of greater government spending in Japan, have pushed long-dated yields higher in global fixed-income markets. … READ MORE >
Impact of tariffs appears in producer inflation despite weak toplines
The cost of goods in the producer price index rose at the quickest pace since February, by 0.3% on the month, as tariffs began to make their way into the broader economy. … READ MORE >
Market Minute: Threatened tariffs and market complacency
If one is wondering why investors have shrugged off tariff threats out of Washington, look no further than the United States’ five biggest trading partners excluding China. … READ MORE >
U.S. consumer price index creeps higher in June
Inflation has started a slow climb as signs of tariff-induced inflation are now evident within durable and nondurable imports. … READ MORE >