The headline index for consumer confidence dropped to 92.9, slightly below our forecast of 93.3, the Conference Board reported on Tuesday. … READ MORE >
USA
Market minute: Identifying the signal from the noise in consumer spending
Producers and consumers have pulled forward economic activity to avoid potential tariffs, which has skewed hard data and dampened soft sentiment data. … READ MORE >
Market minute: Widening credit spreads denote rising risk from trade policy
Wider spreads are often a harbinger of reduced access to capital, rising unemployment and declining corporate capital expenditures. … READ MORE >
Europe’s way forward in a post-industrial world
Change has come to Europe’s developed economies. The combination of China Shock 2.0 and a reduced American security umbrella is creating the conditions that if seized could move Europe toward a more perfect union. … READ MORE >
Human capital management firms discuss key strategies on Q4 earnings calls
On fourth-quarter earnings calls, human capital management firms highlighted innovation and product development, sales performance and customer growth, and customer retention and satisfaction. … READ MORE >
5 things to know in life sciences: Week of March 17, 2025
Each week we highlight five things affecting the life sciences industry. Here’s the latest. … READ MORE >
Market minute: A new center of gravity is emerging in bond markets
U.S. bonds have experienced notable volatility that is most likely establishing a new center of gravity in markets. The result could be higher rates ahead even as growth slows and inflation rises. … READ MORE >
6 key energy industry takeaways from CERAWeek
No longer an industry of its own, energy is increasingly an ecosystem with complex interdependencies. … READ MORE >
Stopgap spending bill provides temporary stability for health care
The recent enactment of the Full-Year Continuing Appropriations and Extensions Act provides relief to health care providers, the broader industry and patients. … READ MORE >
Market minute: U.S. financial conditions continue to deteriorate
Financial conditions continue to deteriorate as uncertainty and volatility creep back into the equity, bond and money markets. … READ MORE >