Producers and consumers have pulled forward economic activity to avoid potential tariffs, which has skewed hard data and dampened soft sentiment data. … READ MORE >
USA
Market minute: Widening credit spreads denote rising risk from trade policy
Wider spreads are often a harbinger of reduced access to capital, rising unemployment and declining corporate capital expenditures. … READ MORE >
Europe’s way forward in a post-industrial world
Change has come to Europe’s developed economies. The combination of China Shock 2.0 and a reduced American security umbrella is creating the conditions that if seized could move Europe toward a more perfect union. … READ MORE >
Human capital management firms discuss key strategies on Q4 earnings calls
On fourth-quarter earnings calls, human capital management firms highlighted innovation and product development, sales performance and customer growth, and customer retention and satisfaction. … READ MORE >
5 things to know in life sciences: Week of March 17, 2025
Each week we highlight five things affecting the life sciences industry. Here’s the latest. … READ MORE >
Market minute: A new center of gravity is emerging in bond markets
U.S. bonds have experienced notable volatility that is most likely establishing a new center of gravity in markets. The result could be higher rates ahead even as growth slows and inflation rises. … READ MORE >
6 key energy industry takeaways from CERAWeek
No longer an industry of its own, energy is increasingly an ecosystem with complex interdependencies. … READ MORE >
Stopgap spending bill provides temporary stability for health care
The recent enactment of the Full-Year Continuing Appropriations and Extensions Act provides relief to health care providers, the broader industry and patients. … READ MORE >
Market minute: U.S. financial conditions continue to deteriorate
Financial conditions continue to deteriorate as uncertainty and volatility creep back into the equity, bond and money markets. … READ MORE >
Fed holds rates steady with a stagflation-lite forecast
The Fed’s statement and forecasts draw a picture of a central bank that is on its heels and looking to ascertain the difference between signal and noise amid rising uncertainty as it determines its policy … READ MORE >