The 30-year swap is pointing toward greater risk in U.S. Treasury funding as trade and fiscal policies suggest higher inflation, rising interest rates and growing government deficits to fund a large tax cut. … READ MORE >
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5 things to know in life sciences: Week of May 19, 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 May 19, 2025
We’re exploring the trends affecting the health care industry. Here’s the latest. … READ MORE >
Market Minute: Financial conditions a modest drag on growth
We expect the cost of credit for businesses to be pressured higher as the risk of a slowdown increases. … READ MORE >
Market Minute: A widening U.S. 30-year/10-year spread points to long-term change
Now, as populist economics takes hold and globalization fades, nowhere is the new regime better illustrated than in the U.S. 30-year less 10-year Treasury spread in the bond market. … READ MORE >
Market Minute: Something’s got to give in financial markets
Now, as the impact of tariffs begins to hit consumers, it would not be surprising if investors push yields higher and the dollar lower. … READ MORE >
Market Minute: Fiscal policy in the spotlight after U.S. credit rating downgrade
Following the downgrade of the U.S. credit rating by Moody’s from Aaa to Aa1, we expect a rising risk premium across the Treasury curve. … READ MORE >
Moody’s downgrade of the U.S. credit rating and the rising term premium
Yields could very well rise in the near term with the 30-year Treasury note testing 5% and the 10-year approaching 4.5%. … READ MORE >
Inflation expectations surge as effective tariff rate hits 17.8%
The sharp increase, which comes as higher tariffs are about to take hold, heightens the risk that the Federal Reserve is losing control of what until recently were well-anchored expectations and, consequently, price stability. … READ MORE >
5 things to know in life sciences: Week of May 12, 2025
Each week we highlight five things affecting the life sciences industry. Here’s the latest. … READ MORE >