Federal Reserve Chair Kevin Warsh will face tough questions on inflation after Wednesday’s FOMC meeting. How direct will he be in answering them? … READ MORE >
USA
Parsimony is a feature, not a bug, at the new Fed
The major change in the Fed’s approach has been the partial removal of forward guidance. The result is rising uncertainty and volatility in the 2-year Treasury. … READ MORE >
5 things to know in life sciences: Week of July 20, 2026
New clues for borderline personality disorder. This and more in this week’s life sciences update. … READ MORE >
Preserving retail and restaurant margins during an energy shock
Middle-market retailers and restaurants running on thin margins must plan for costs to remain higher for longer. … READ MORE >
Market Minute: Is public debt crowding out corporate issuance? Not yet.
Despite a large increase in private sector paper linked to AI, public issuance of debt does not appear to be crowding out private sector needs. … READ MORE >
Market Minute: Yen heading toward 170 on the dollar
Rational overshooting in the forex market will most likely send the yen to 170 or above versus the dollar as investors test the mettle of the new Takaichi government. … READ MORE >
Healthcare industry trend watch: Week of July 20, 2026
If ACA subsidies are scaled back or allowed to expire, affordability challenges could quickly resurface, leading to enrollment declines and gaps in coverage continuity. … READ MORE >
Market Minute: How falling inventories and rising diesel prices pose an inflation risk
We expect higher transportation costs to continue to pressure food and most other goods higher for consumers and for all aspects of the business community. … READ MORE >
5 things to know in life sciences: Week of July 13, 2026
Biotech IPO activity remains strong in 2026. This and more in this week’s life sciences update. … READ MORE >
Retail sales rise in June on the back of falling gas prices
Topline retail sales rose 0.2% on a nominal dollar basis even as spending at the pump fell a sharp 5.3%. … READ MORE >