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Trade shocks, employment and the coming recession
Another disruption to U.S. supply chains through trade policy will mark the end of the current business cycle as the economy slips into recession. ... READ MORE >
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Market Minute: Part-time employment boosted jobs numbers, but it won’t last
The rise in transportation and warehousing employment in April can be attributed to businesses front-running the tariffs. … READ MORE >
Market Minute: April was the cruelest month. Now, all eyes are on the Fed.
We expect the Federal Reserve to keep its policy rate in a range between 4.25% and 4.5% with little to no change in the policy statement when the Federal Open Market Committee meets on May 6 and 7. … READ MORE >
5 things to know in life sciences: Week of April 28, 2025
Each week we highlight five things affecting the life sciences industry. Here’s the latest. … READ MORE >
Last call on the current business cycle? U.S. added 177,000 jobs in April.
The labor market expanded at a solid pace in April, which should be taken as a positive given the price shock that will soon begin showing up. … READ MORE >