The producer price index rose by 0.4% in January, following an upwardly revised 0.5% increase in December, making it the hottest two-month stretch of inflation since February last year. … READ MORE >
USA
Market minute: Money markets signal an easing in 10-year yields
A look at the spread between the two-year and 10-year U.S. Treasury yields in comparison with the Treasury term premium implies room for further easing in long-term yields. … READ MORE >
Inflation accelerates in January amid concerns about rising expectations
The CPI data for January will feed into expectations that the Fed is done cutting rates just as policy uncertainty on trade and immigration is likely to feed into rising inflation expectations.
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Market minute: The problem of sticky and stubborn inflation
While housing inflation is easing, owners’ equivalent rent remains one of the two major catalysts for rising cost pressures on American households. … READ MORE >
Consumer products M&A update: Rebound remains out of reach
The long-awaited rebound in consumer products deal volume remained out of reach in the second half of last year. … READ MORE >
Trump’s steel and aluminum tariffs turn uncertainty into concern for Canada
While new U.S. tariffs apply to all steel and aluminum imports, Canada will be the most impacted country as it is the largest source of U.S. imports by far. … READ MORE >
Market minute: Foreign purchases of U.S. Treasury issuance
Through the end of November, the largest foreign holders of U.S. debt were Japan at $1.09 trillion, China at $768 billion and the U.K. at $765 billion. … READ MORE >
The NFL is the undisputed king of advertising
For advertisers, the Super Bowl remains one of the most valuable opportunities to reach a massive and engaged audience. … READ MORE >
NIH adopts new policy for funding research
In the end, this policy choice will increase costs and inherently reduce the amount of money available for actual research. … READ MORE >
Morning market minute: Inflation expectations at risk
With the return of global trade protectionism and the return of mercantilism among the G-7 nations, it is not certain that inflation expectations will remain well anchored. … READ MORE >