North America
Liquid Assets: My favorite things
New drinks aplenty and trends always changing, Exploring culture, with the drinks we are raising Asking a stranger, “Why did you order that thing?” These are a few of my
Podcast
All talk and no hike
Today’s FOMC meeting was all talk and no action.
Research
Talking about hikes
We expect this week’s FOMC “family fight” to center on rate hikes, but we do not expect the Committee to make a decision just yet.
Research
Mexico sugar outlook 2026/27: Improved access to US market should improve industry margins
Improved access to the US market could strengthen margins across Mexico’s sugar sector in 2026/27.
Research
America's largest power market cannot buy enough capacity
PJM’s 2026 capacity auction underscored a second consecutive year of capacity shortages.
Research
Exclusive Section 338: Curds, cars, and cocktails
The Trump Administration has invoked Section 338 to impose new 50% tariffs on Canadian goods effective August 19.
Research