Three of the largest bond issuers—Italy, the UK and the U.S.—have experienced the largest increases in yields since the Iran war began. … READ MORE >
USA
Health Care Industry Trend Watch: Week of May 11, 2026
Operational complexity will remain a defining feature of the health care landscape. … READ MORE >
Stagflation lite sets in as inflation surges in April
The consumer piece index rose at an annual rate of 3.8% in April, driven by the war in Iran and the supply shock that it triggered. … READ MORE >
Market Minute: Drawing down oil reserves
In the first two months of the conflict, almost 100 million barrels of inventory were burned through. … READ MORE >
Market Minute: Inflation swaps are underpricing risk of rising CPI
We expect April’s top-line CPI to increase by 0.7% on the month and by 3.7% from one year ago. … READ MORE >
5 things to know in life sciences: Week of May 4, 2026
Each week we highlight five things affecting the life sciences industry. Here’s the latest. … READ MORE >
In April jobs report, a solid, steady and stable labor market
The economy added 115,000 jobs in April while the unemployment rate remained steady at 4.3%. … READ MORE >
Health care industry trend watch: Week of May 4, 2026
Medicaid is entering a period of intense change, and that makes it one of the most important U.S. health policy topics to watch right now. … READ MORE >
Market Minute: Supply shock comes home to India
Two months into the U.S.-Iran war, India is experiencing a classic external supply shock that is depressing growth and elevating inflation. India enters FY27 with exceptional structural economic advantages: 7.6% growth in its economy, reduced U.S. tariffs, a strong services export base of $418 billion, and healthy foreign exchange reserves … … READ MORE >
Financial services trends insights: M&A, prediction markets, BNPL regulation
Recent financial services trends include renewed consolidation activity, prediction markets and a regulatory inflection point for buy now, pay later products. … READ MORE >