United States
A Hawkish Version of No Forward Guidance
For a Chair who does not want to give forward guidance, Warsh was very effective in raising the market-implied probability of a Fed rate hike in September.
Research
Southern Glazer‘s on the latest moves into beer and competition in wine and spirits
We catch up with Southern Glazer's Wine & Spirits to discuss its recent beer-business-buying binge.
Podcast
Bessent's Game of Chicken with the Bond Vigilantes
If the Treasury runs out of firepower and yields spike again, the Fed may feel compelled to step in and buy those bonds.
Research
Exclusive Deal on the Horizon?
The Trump Administration has granted Canada a three-day extension before enforcing new tariffs under Section 338, citing progress toward a potential deal.
Research
Consumer Foods-to-Go Wrap! Wrapping up July 2026 – An intense month despite the summer heat
Despite scorching heat in the Northern Hemisphere, July has been far from a dull month.
Podcast
Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
Research