Fed Chair Kevin Warsh says he wants the financial markets to figure it all out without the forward guidance of the Fed. … READ MORE >
USA
Don’t be misled by slowing GDP. The economy is strong.
Gross domestic product slowed to 1.5% in the second quarter in the United States, but a large part of that slowdown can be attributed to a significant increase in the trade deficit related to the AI buildout. … READ MORE >
India’s inflation accelerates, but for how long?
Inflation in India accelerated in June, rising by 4.4% on an annual basis and exceeding the Reserve Bank of India’s 4% medium-term target for the first time in 17 months. … READ MORE >
Healthcare industry trend watch: Week of July 27, 2026
In this week’s trend watch: Tax-exempt Hospital Transparency Act signals shift toward disclosure-driven oversight. … READ MORE >
A hawkish Fed holds rates steady amid growing dissent
The three dissents in the 9-3 vote, though, came from regional presidents— Neel Kashkari, Lorie Logan and Beth Hammack—and not from the Board of Governors. … READ MORE >
India’s industrial output jumps to a two-year high in June
The upside surprise, though, is unlikely to move the Reserve Bank of India off its expected hold at its policy meeting next week. … READ MORE >
Market Minute: Expect second-quarter GDP to increase by 2.3%
Two events added to the quarter’s demand: Amazon’s Prime Day and the opening weeks of the World Cup. … READ MORE >
Market Minute: Will Warsh be more specific about inflation?
Federal Reserve Chair Kevin Warsh will face tough questions on inflation after Wednesday’s FOMC meeting. How direct will he be in answering them? … READ MORE >
Parsimony is a feature, not a bug, at the new Fed
The major change in the Fed’s approach has been the partial removal of forward guidance. The result is rising uncertainty and volatility in the 2-year Treasury. … READ MORE >
5 things to know in life sciences: Week of July 20, 2026
New clues for borderline personality disorder. This and more in this week’s life sciences update. … READ MORE >