If one is wondering why investors have shrugged off tariff threats out of Washington, look no further than the United States’ five biggest trading partners excluding China.| The Real Economy Blog
The U.S. Treasury yield curve has shifted downward at the short end of the curve, with 2-year and 5-year Treasury notes dropping roughly 75 basis points this year.| The Real Economy Blog
Despite uncertainty caused by changing economic policies, investor interest in high-yield corporate debt is providing a tailwind for the economy.| The Real Economy Blog
California launches state-branded insulin to tackle drug costs. This and more in this week's life sciences update. ... READ MORE >| The Real Economy Blog
China has blacklisted imports of U.S. soybeans and corn, bringing those exports to a halt. A bailout for U.S. farmers is coming together in Congress. ... READ MORE >| The Real Economy Blog
The Cleveland Fed’s Inflation Nowcasting model estimates that the CPI will have reached 3% in September and the first weeks of October. ... READ MORE >| The Real Economy Blog
While the expiration of the AHCAH waiver presents immediate financial and operational hurdles, it also underscores a deeper commitment across health systems to reimagine care delivery. ... READ MORE >| The Real Economy Blog
As the government shutdown continues, we expect a 0.25% drag on GDP per week, or 1% per month. ... READ MORE >| The Real Economy Blog
Government funding cuts disrupted nonprofits reliant on government support during the first half of 2025. ... READ MORE >| The Real Economy Blog
Canada's subdued economic activity and the drop in inflation despite ongoing tariffs imply that the Bank of Canada could cut interest rates again this year. ... READ MORE >| The Real Economy Blog
The U.S. Customs and Border Protection agency is collecting tariffs at a rate of $30 billion per month compared with the $6.8 billion per month normally collected from importers. ... READ MORE >| The Real Economy Blog
The yield spread between French and German 10-year government bonds is spiking as France’s government once again comes under pressure.| The Real Economy Blog
Contraction in U.S. manufacturing is continuing, with activity reaching a ten-year low in September, as economic and political uncertainty weigh on the industrial sector.| The Real Economy Blog
The labor market is expected to continue to lose steam in September, with the total change in employment likely increasing by 115,000 jobs on the month, and the unemployment rate likely rising to 3.8%.| The Real Economy Blog
The Job Openings and Labor Turnover survey released by the government last Tuesday underscored continued tightness in the health care jobs market through June. Health care organizations added 60,000…| The Real Economy Blog
Today the FOMC obtained an unusual objective: It completely walked back a policy narrative implemented in December without meaningfully changing its domestic economic outlook, all while signaling no…| The Real Economy Blog
A sagging global economy dragged down by a trade war and a domestic manufacturing sector on the edge of contraction are sufficient risks to warrant a 25-basis-point-reduction in the federal funds rate…| The Real Economy Blog
Monetary policy is difficult under the best of circumstances. The cross currents of the trade war, a modest exogenous supply shock in oil markets, political pressure from the executive branch to…| The Real Economy Blog
RSM Canada on Wednesday released the second issue of The Real Economy, Canada. The publication explores the impact of positive economic trends such as Canada’s burgeoning digital economy against the…| The Real Economy Blog
There is increasing evidence that institutional investors are looking to invest in digital assets. Grayscale reported that its average institutional allocation in the fourth quarter of last year was…| The Real Economy Blog
Fears over the outbreak of the coronavirus in China have combined with moderated corporate earnings and continued delays over the Boeing 737 Max to suppress yields on 10-year Treasuries.| The Real Economy Blog
As the calendar year wraps, it’s time for health care organizations to reflect on challenges this year as well as what to focus on for the coming year.| The Real Economy Blog
From labor shortages to ESG priorities, what issues and trends are shaping the health care industry in 2022?| The Real Economy Blog
Aside from the obvious benefits to community, culture and environment, another reason health care organizations are focused on ESG is to attract financing.| The Real Economy Blog
The dollar’s strength is coming at price for emerging markets, which must pay more to service their external debt.| The Real Economy Blog
First-time jobless claims increased to 230,000 for the week ending April 26, well above our preferred metric, the 13-week moving average of 217,100.| The Real Economy Blog
Despite the recent legislative passage of a 10-year infrastructure investment plan, Congress and the Biden administration are no closer to an agreement on lifting the debt ceiling.| The Real Economy Blog
Government debt among six of the seven countries in the G-7 will exceed 100% of gross domestic product this year. Is it sustainable?| The Real Economy Blog
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?| The Real Economy Blog
Heart devices lead medtech’s summer financing surge. This and more in this week’s life sciences update.| The Real Economy Blog
Each week we highlight five things affecting the life sciences industry. Here’s the latest.| The Real Economy Blog
The latest estimate of gross domestic product in the third quarter came out stronger than expected, rising by 3.1% instead of 2.8%.| The Real Economy Blog
The 32.9% decline in U.S. gross domestic product is the single largest decline in the report since the collection of the data began in 1947. But the reopening of the economy that begin around May 1…| The Real Economy Blog
From our point of view, the economy will likely soon meet the formal definition of being in a recession, though it isn’t there yet.| The Real Economy Blog
Once one excludes the more volatile trade and inventory data, growth advanced at a much softer pace of 1.2% implied by final sales to private domestic purchasers.| The Real Economy Blog
Subscribe to the RSM Market Minute and receive regular articles to your inbox.| The Real Economy Blog
July Fed rate cut still on the table| The Real Economy Blog
The dovish turn at the Federal Open Market Committee’s January meeting was predicated on an interesting juxtaposition: the committee telegraphed a prudent pause in its policy normalization campaign…| The Real Economy Blog
It is becoming increasingly likely that the froth in the markets for digital assets and the risk it brings are why federal authorities have begun signaling stepped-up scrutiny.| The Real Economy Blog
We’re exploring the trends affecting the health care industry. Here’s the latest: Expanding role of paramedics in hospital-at-home models.| The Real Economy Blog
