Since 1979, a collapse in sales of heavy trucks has coincided with recessions. But recent history tells a more nuanced story. … READ MORE >
USA
Market Minute: Temporary relief for 30-year yields?
Yields have been rising as investors question the sustainability of higher government spending and the willingness of central banks to keep inflation expectations in check … READ MORE >
Market Minute: Low rates, liquidity and leverage
On Wall Street, low rates, liquidity and leverage are the holy trinity of new finance. … READ MORE >
Market Minute: Fed to cut rates and signal more easing
We expect the FOMC to cut the federal funds policy rate by 25 basis points to a range of 4% to 4.25% at its meeting on Sept. 17. … READ MORE >
5 things to know in life sciences: Week of Sept. 8, 2025
A major clinical research organization has launched a new AI-powered clinical trial financial suite. This and more in this week’s life sciences update. … READ MORE >
August in capital markets: Prediction markets, regulator tech upgrades
The capital markets space in August saw accelerating momentum in both prediction markets and regulatory initiatives. … READ MORE >
Stagflation is the story in August CPI as discretionary service prices surge
Demand for discretionary services remains stubbornly strong despite a slower pace of hiring and a softer pace of wage growth. … READ MORE >
Market Minute: Liquidity warning in the money markets
Money market funds have so far been willing to absorb the issuance of short-term Treasury bills. But how long can that condition hold? … READ MORE >
Health care industry trend watch: Week of Sept. 8, 2025
Financial diversification in health care across different organizational types helps to foster long-term sustainability, improve care delivery and manage economic uncertainties. … READ MORE >
Inflation expectations and the credibility of Fed policy
Does the Fed have the credibility not only to cut its policy rate next week but also to reduce it further in the following months, to the long-run neutral rate of 3% without stoking inflation? … READ MORE >