The percentage of consumers who expect unemployment to rise over the next 12 months soared to 65% in April, according to the University of Michigan’s survey of consumer sentiment. … READ MORE >
USA
Introducing the RSM US Recession Monitor
After significant disruption to trade policy and financial markets this year, we now forecast a 55% probability of a recession over the next 12 months. … READ MORE >
Market Minute: Business confidence plunges amid sweeping tariffs
If this level of uncertainty persists, we should expect investment spending to begin to crater—especially as rising prices start to erode overall demand. … READ MORE >
5 things to know in life sciences: Week of April 21, 2025
Each week we highlight five things affecting the life sciences industry. Here’s the latest. … READ MORE >
Market Minute: Credit default swaps and the sell America trade
Since the start of the most recent market turmoil, investors have pushed U.S. five-year credit default swaps roughly 20 basis points higher. … READ MORE >
Tariffs begin to show their impact on business spending
But when orders for new aircraft from Boeing are stripped away, American businesses’ new spending on equipment looked weak in March as uncertainty around trade policy heightened. … READ MORE >
Market Minute: Private sector deleveraging risk amid trade conflict
One should not discount the possibility of further financial volatility because of the leverage of non-financial bank intermediaries. … READ MORE >
Green Impact Exchange wins approval from the SEC
The SEC recently approved the registration of the Green Impact Exchange as the first national securities exchange dedicated to sustainability-focused companies—but it comes at a time of regulatory rollback and political opposition to sustainability efforts. … READ MORE >
Market Minute: Currency politics, capital flows and U.S.-Japanese relations
U.S. Treasury Secretary Scott Bessent and Japanese Finance Minister Katsunobu Kato are set to start a dialogue on currency rates when they meet this week in Washington. Their meeting should capture in vivid fashion the lack of clarity in U.S. trade policy at a time when Japanese decision makers are … … READ MORE >
Health care industry trend watch: Week of April 21, 2025
We’re exploring the trends affecting the health care industry. Here’s the latest: The expanding role of paramedics in hospital-at-home models. … READ MORE >