When the consumer price index for June is released on Tuesday, we expect a top-line monthly increase of 0.3% and 0.2% on the core, which will translate to 2.6% year-over-year increase and 2.9% on the core. … READ MORE >
USA
U.S. economic outlook: Stagflation lite to describe second half
We now expect growth to slow to 1.1% this year, inflation to rise above 3% and a 4.4% unemployment rate. … READ MORE >
5 things to know in life sciences: Week of July 7, 2025
Each week we highlight five things affecting the life sciences industry. Here’s the latest. … READ MORE >
Financial markets in 2025: Setting the stage for more volatility
Volatility in the first half of the year has the stage for more of the same as investors continue to wrestle with U.S. trade and fiscal policies. … READ MORE >
Market Minute: Our year-end 10-year rate forecast
We expect the 10-year yield to remain in a range between 4% and 4.5% amid of elevated volatility and now expect it to finish the year near 4.35% with risk of a lower rate. … READ MORE >
Continuing claims reach post-pandemic high
Jobless claims data now points to rising labor market slack, as business conditions grow increasingly uncertain amid shifting trade, fiscal, and monetary policies. … READ MORE >
Market Minute: Supply and demand for gas at equilibrium
National average prices that were over $5 per gallon in early 2022 at the start of the Ukraine war dropped to $3.30 in May. … READ MORE >
June capital markets roundup: Regulatory compliance, tech partnerships, digital assets
As the regulatory and technology landscape continues to evolve, broker-dealers, exchanges, and clearinghouses must proactively adjust to these changes to get the most out of evolving investor behaviors. … READ MORE >
Market Minute: Extend and pretend is a feature, not a bug of trade policy
The extend-and-pretend deadlines on tariffs have turned into a never-ending moving of the goal posts that investors now discount. … READ MORE >
Policy uncertainty putting U.S. international investment position at risk
Foreign investment in U.S. financial securities and direct investment in its corporations are outstripping U.S. holdings of foreign assets by $26 trillion … READ MORE >