While nominal gains in spending and income look strong on the topline, adjusting for inflation is necessary—and subsequently implies an economy that is growing just above 1 percent. … READ MORE >
USA
Market Minute: Rising input prices curb appetite for capital expenditure investment
Manufacturers continue to expect higher input prices while holding mixed expectations regarding capital expenditure in the next six months. … READ MORE >
5 things to know in life sciences: Week of Aug. 25, 2025
Each week we highlight five things affecting the life sciences industry. Here’s the latest. … READ MORE >
Market Minute: Europe’s de-industrial moment
As China continues to flood its external market with cheap goods, Germany finds itself to be a willing partner, trading its low value-added manufacturing sector for the disinflation of cheap goods. … READ MORE >
Market Minute: The $12 trillion repo market means de-dollarization is improbable
The euro, yuan, pound and yen do not have the adequate depth to support the liquidity needs of the global systematically important banks. … READ MORE >
Health care industry trend watch: Week of Aug. 25, 2025
The Health Resources and Services Administration has announced a pilot program with changes to the 340B Drug Pricing Program. … READ MORE >
Market Minute: The perils of relying on T-bills to finance the deficit
Reliance on the front end of the Treasury curve, and a drawdown in the repo facility, open the government to the risk of increased volatility, … READ MORE >
Market Minute: Chinese deflation is not abating
Beijing’s current policies are likely to continue what is shaping up to be an extended period of private sector deleveraging. … READ MORE >
5 things to know in life sciences: Week of Aug. 18, 2025
Heart devices lead medtech’s summer financing surge. This and more in this week’s life sciences update. … READ MORE >
Powell opens door to September cut as Fed shifts to a balanced 2% target
Federal Reserve Chairman Jerome Powell on Friday gave investors and policymakers the words that they wanted to hear on a possible September rate cut. … READ MORE >