The U.S. Household Debt and Credit Report, published by the Federal Reserve Bank of New York, shows growing signs of stress, particularly when it comes to credit cards and student loans. … READ MORE >
USA
Health care industry trend watch: Week of May 12, 2025
Indiana’s new law sparks debate over hospital tax exemptions. This and more in this week’s health care industry trend watch. … READ MORE >
April capital markets roundup: Volatility, notable deals, regulatory updates
April was a month marked by significant volatility, driven by U.S. tariffs on trading partners, forcing broker-dealers and exchanges to adapt to increased transaction volume and revise their risk management strategies. Last month also saw a few key mergers and acquisitions, along with crypto regulatory advancements. … READ MORE >
In April CPI report, scant evidence of tariff-induced inflation
We think it probable that the pervasive uncertainty around trade policy caused businesses to simply remain in place until they had more information about the tariffs. … READ MORE >
Market Minute: Canada’s trade diversification away from U.S. as tariff pain remains
Canada’s latest trade data provides an indicator of the diversification away from U.S. dollar-denominated assets as tariff tensions continue to simmer between the longtime trade partners. In March, Canada’s merchandise exports to countries other than the U.S. surged by 24.8 per cent on a month-over-month basis—the second-largest increase in recorded … … READ MORE >
With trade truce, U.S. and China avoid a decoupling, but devil is in the details
The bottom line is that American firms can now prepare for a significant increase in the cost of imports, which will then be passed along to consumers. … READ MORE >
Market Minute: CPI will start to reflect tariffs, especially in used autos
The April consumer price index will provide insight in the early days of the current trade conflict when it is released Wednesday as signs of rising prices for apparel, autos, shoes and toys will begin to appear. … READ MORE >
5 things to know in life sciences: Week of May 5, 2025
Patent reform sparks divide between pharma and tech. This and more in this week’s life sciences update. … READ MORE >
Market Minute: New era for Asian currencies and the dollar?
Since the end of March, the U.S. dollar has lost 4.6% of its value versus the euro and 4.1% against the Japanese yen. As of May 7, the Taiwan dollar has gained a whopping 8.8% against the U.S. dollar. … READ MORE >
The U.S.-UK trade agreement that isn’t
A trade agreement where the details are still being negotiated is not an agreement. It’s a memorandum of understanding that over time may yield a productive framework for trade or not. … READ MORE >