While global investors want exposure to the dynamic U.S. tech sector, those investors also want to reduce that exposure to the direction the dollar. … READ MORE >
USA
Market Minute: Long-term rates rise as central banks tolerate higher inflation
As the Fed cuts rates into rising inflation, the risk of persistent increases that lead to a wider deviation from target is growing more probable. … READ MORE >
Human capital management firms stress innovation on Q2 earnings calls
Human capital management firms reported steady progress across their platforms in second-quarter earnings calls. … READ MORE >
Market Minute: The impact of policy expectations on the yield curve
The U.S. Treasury yield curve has shifted downward at the short end of the curve, with 2-year and 5-year Treasury notes dropping roughly 75 basis points this year. … READ MORE >
Health care industry trend watch: Week of Sept. 22, 2025
The race is on for states to secure a piece of a new $50 billion federal program aimed at revitalizing rural health care. … READ MORE >
Market Minute: Are stocks in a bubble?
After selling off during the initial tariff shock, the S&P 500 and Nasdaq indices are now setting records even as S&P 500 volatility falls below its long-term average. … READ MORE >
Market Minute: Financial conditions signal moderate risk tolerance
The RSM US Financial Conditions Index continues to signal a moderate level of accommodation in the financial markets. … READ MORE >
5 things to know in life sciences: Week of Sept. 15, 2025
Each week we highlight five things affecting the life sciences industry. Here’s the latest. … READ MORE >
Health care industry trend watch: Week of Sept. 15, 2025
Tax-exempt health care providers should look to boost compliance strategies to elevate community impact. … READ MORE >
The rise of private label data, employment and public policy
Many businesses are turning to private label data to understand employment, inflation and the greater condition of the real economy. … READ MORE >