India’s industrial output growth moderated to 6.7% in September as a contraction in mining offset continued strength in manufacturing and electricity and gas supply. Get RSM’s Market Minute commentary every morning. Subscribe now. Manufacturing remained the principal driver of industrial activity, led by electrical equipment and motor vehicles. Electricity and gas … … READ MORE >
USA
Bank of Canada raises interest rate to 2.5%—with more hikes to come
The Bank of Canada raised its key interest rate to 2.5 per cent after seven consecutive holds due to persistently high oil prices amid stronger-than-expected economic growth. … READ MORE >
Market Minute: Expect third-quarter GDP to reach 3.4%
The growth is being driven by the AI build-out, spending by upper-income households, inventory accumulation, tax cuts and tariff refunds. … READ MORE >
Market Minute: The rising cost of inaction by the Fed
We expect the Fed to hold its overnight policy rate within the current range of 3.75% to 4.0% at its Wednesday meeting. … READ MORE >
Market Minute: ECB to hold rates in October, with hikes to come
With little evidence of second-round inflation effects, the Governing Council is unlikely to feel compelled to deliver consecutive rate hikes. … READ MORE >
5 things to know in life sciences: Week of Oct. 19, 2026
Each week we highlight five things affecting the life sciences industry. Here’s the latest. … READ MORE >
Market Minute: Get ready for a consequential week
Next week’s economic releases and policy decisions will affect asset pricing and expectations for interest rates. … READ MORE >
Market Minute: France is in a bind. Is there a way out?
What is occurring in France is likely a preview of coming attractions across the G-7 and potentially the United States. … READ MORE >
Market Minute: The American term premium in three easy pieces
The U.S. term premium eased over the past week as investors moved into fixed income positions amid the selloff in technology-affiliated equites. … READ MORE >
Market Minute: This time is not different
Whenever a transformative technology is introduced, there will be malinvestment. Eventually, the bond market imposes discipline. … READ MORE >