The big takeaway from the CPI report will be how many businesses used the turn of the year to raise prices, as they often do, and how many firms decided to pass along tariff costs. … READ MORE >
USA
5 things to know in life sciences: Week of Feb. 2, 2026
The FDA launches domestic drug manufacturing precheck program. This and more in this week’s life sciences industry update. … READ MORE >
Consumer sentiment ticks up, but don’t hang your hat on it
The gains in sentiment were concentrated among households with the largest stock portfolios, while confidence stagnated and remained dismal for consumers without equity exposure. … READ MORE >
Market Minute: The upcoming benchmark revisions to jobs data
We think that the final benchmark revision to total nonfarm employment when it is released on Feb. 11 will be around 720,000. … READ MORE >
Market Minute: Fed policy, productivity and easy money
As promising as AI is for productivity, it is premature to think that efficiency gains will allow for rates to be pushed lower in the near term. … READ MORE >
Health care industry trend watch: Week of Feb. 2, 2026
A CMS rule plans to tighten documentation expectations for insurers and providers. This and more in this week’s health care trend watch. … READ MORE >
Key themes shaping the future of consumer businesses
As we look forward to the coming months, consumer products companies are entering the year with something we haven’t seen in a while: cautious optimism. … READ MORE >
Market Minute: Manufacturing job losses continue
Since the launch of the latest trade war in April, total manufacturing employment fell by 72,000 through the end of 2025. … READ MORE >
The dollar may be in decline, but it’s not going away
The global diversification away from the dollar will occur in a gradual manner, with occasional large and unexpected moves. But diversification is far different from an outright end of the greenback as the global reserve currency. … READ MORE >
Financial services trends spotlight: IPO market, cyber insurance, BNPL
This month, we highlight initial public offering market activity, cyber insurance growth and updates on the “buy now, pay later” space. … READ MORE >