The chance that Japan’s long-dominant Liberal Democratic Party may lose its majority in the upper house of parliament has created a risk of higher bond yields not only in Japan but also globally. … READ MORE >
USA
American consumers remain resilient in June as layoffs cool
American consumers finished the quarter on a much stronger note with a rebound in spending at retail stores after two disappointing months. … READ MORE >
Market Minute: Global yields on the rise
Expansionary fiscal policies in Germany and the U.S., as well as the prospect of greater government spending in Japan, have pushed long-dated yields higher in global fixed-income markets. … READ MORE >
Impact of tariffs appears in producer inflation despite weak toplines
The cost of goods in the producer price index rose at the quickest pace since February, by 0.3% on the month, as tariffs began to make their way into the broader economy. … READ MORE >
Market Minute: Threatened tariffs and market complacency
If one is wondering why investors have shrugged off tariff threats out of Washington, look no further than the United States’ five biggest trading partners excluding China. … READ MORE >
Health care industry trend watch: Week of July 14, 2025
The One Big Beautiful Bill Act could significantly alter the U.S. health care operating environment introducing tighter fiscal controls and regulatory shifts for health care providers. … READ MORE >
U.S. consumer price index creeps higher in June
Inflation has started a slow climb as signs of tariff-induced inflation are now evident within durable and nondurable imports. … READ MORE >
Market Minute: Copper prices spike in response to tariff threats
Futures contracts for copper increased by more than 31% since the start of the year, including a 9.5% spike during the week ending July 11. … READ MORE >
Market Minute: Demand-side inflation implies Fed still has work to do
When the consumer price index for June is released on Tuesday, we expect a top-line monthly increase of 0.3% and 0.2% on the core, which will translate to 2.6% year-over-year increase and 2.9% on the core. … READ MORE >
U.S. economic outlook: Stagflation lite to describe second half
We now expect growth to slow to 1.1% this year, inflation to rise above 3% and a 4.4% unemployment rate. … READ MORE >