The economic interdependence between the U.S. and Mexico is significant and unwinding it will be painful on both sides of the border. … READ MORE >
USA
Oil industry uncertainty around costs and prices risks production downturn
While oil and gas companies have voiced support and even enthusiasm for the administration’s “drill baby drill” policies, the Dallas Fed’s energy survey for the first quarter reflects a different perspective. … READ MORE >
Facility services companies focus on strategy and innovation in Q4 earnings calls
On fourth-quarter earnings calls, facility services companies highlighted their strategic priorities and innovative approaches to drive growth and enhance customer satisfaction. … READ MORE >
Report reveals donor trends for higher education
Private foundations, DAFs and bequests are the sources that will show the most growth for nonprofits over the coming years. … READ MORE >
Trade war turning FX traders bearish on the dollar
Currency trader positioning is turning bearish on the dollar and becoming more bullish on the currencies of major U.S. trading partners as the U.S. prepares to launch a multinational trade war. … READ MORE >
Financial conditions turn negative amid risks of trade war
Given the ever-widening scope of U.S. tariffs, with the next round set to take effect on April 2, the risks to the economic outlook through the financial channel are elevated and rising. … READ MORE >
5 things to know in life sciences: Week of March 24, 2025
Pharma companies collaborate on secure data sharing for AI. This and more in this week’s update. … READ MORE >
U.S. households pull forward spending as PCE inflation remains sticky
Households are preparing for what they believe will be another price shock caused by an increase in the costs of goods through a policy-induced trade shock. … READ MORE >
Market Minute: FX volatility dampening dollar valuation vs. peso and rupee
A Black-Scholes model of one-month at-the-money implied volatility options against the Mexican peso and Indian rupee suggests that investors are expecting a last-minute deal that would lower the impact of the tariffs. … READ MORE >
Trade deficit remains elevated, clouding first-quarter outlook
The data on goods trade for February suggested that the widening goods trade deficit because of tariffs was not a one-off. … READ MORE >