The Fed’s statement and forecasts draw a picture of a central bank that is on its heels and looking to ascertain the difference between signal and noise amid rising uncertainty as it determines its policy … READ MORE >
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Security services companies focus on strategy and innovation on Q4 earnings calls
On recent fourth-quarter earnings calls, security services companies highlighted strategic growth and operational efficiency as key themes that are shaping their approach. … READ MORE >
Market minute: There is no alternative to the U.S. dollar
The dollar remains the currency of choice for emerging markets. The dollar’s percentage share of emerging market bonds stands at 86.3% and is 81.7% of all credit. … READ MORE >
Industrial production index hits record high amid tariffs
The U.S. industrial production index rose to a record 104.2 on a seasonally adjusted basis in February, according to the Federal Reserve. … READ MORE >
Waste management companies’ Q4 earnings calls focus on customer engagement, efficiency and sustainability
On fourth-quarter earnings calls, waste management companies highlighted their strategic initiatives and sustainability efforts. … READ MORE >
Retail sales rebound, easing some concerns over growth
We do not expect the data to alter the Federal Reserve’s decision to keep its policy rate unchanged at its meeting this week. … READ MORE >
Market minute: Will the economy keep on truckin’? An indicator is saying no.
The Dow Jones U.S. Trucking Index has declined 24% from its peak on Nov. 11 and is down 21.5% since its recent high on Feb. 18. … READ MORE >
5 things to know in life sciences: Week of March 10, 2025
Each week we highlight five things affecting the life sciences industry. Here’s the latest. … READ MORE >
Consumer sentiment falls to the lowest level since early 2023
Most notably, inflation expectations worsened, with the 12-month gauge advancing to 4.9% and the five-to-10 metric increasing to 3.9%. … READ MORE >
The waiting is the hardest part: Fed can’t do anything about tariffs
We expect the Fed to keep its policy rate in a range between 4.25% and 4.5% while adjusting its Summary of Economic Projections to anticipate slower growth at or near 2%. … READ MORE >