That time of free trade and the unfettered flow of capital has passed, and industrial policy will be the primary organizing framework for trade, technology transfers and global finance. … READ MORE >
USA
U.S. harmonized index of consumer prices: A more accurate metric of disinflation?
Traditional measures of inflation don’t necessarily tell the full story of what is happening with pricing, especially in housing. That’s where other measures like the harmonized index of consumer prices are instructive … READ MORE >
U.S. inflation expectations are well anchored as Fed nears decision
Our read on the economy, hiring and the labor market suggests that the Fed can ease rates without dislodging well-anchored expectations and still establish price stability. … READ MORE >
5 things to know in life sciences: Week of June 17, 2024
The importance of bird flu testing preparation and more in this week’s life sciences recap. … READ MORE >
Jobless claims ease as housing starts drop
Initial jobless claims dropped by 5,000 last week to 238,000 yet remained elevated near a 10-month high as housing starts fell in May to the lowest level since June 2020 … READ MORE >
Global financial market evolution, the carry trade and India’s economic ascent
Investors looking for solid fixed income returns are the rupee, as the source of a lucrative carry trade across the $7.5 trillion daily churn in global capital markets. … READ MORE >
Retail sales and industrial production rise in May
The soft rebound in May’s retail sales was good news, suggesting that the economy might reach a soft landing sooner than expected. … READ MORE >
U.S. gas prices poised to decline by 10% ahead of July 4
Because of supply conditions and easing demand, domestic gasoline prices peaked at $3.67 per gallon for regular on April 18 and have declined since then. They are poised to decline even further. … READ MORE >
The future of voluntary carbon markets: A pathway to corporate decarbonization
The Biden administration’s Voluntary Carbon Markets Joint Policy Statement and Principles are intended to bolster transparency and strengthen confidence in the markets. … READ MORE >
Key trends from Q1 2024 asset management earnings calls
A competitive fundraising environment, shifting retirement income needs, continued private credit demand and economic headwinds are continuing to shape the landscape for asset managers. … READ MORE >