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Markets and Economy
AI use is exploding. So are the bills.
Jul 17, 2026
As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.
Markets and Economy
Biopharma and medtech activity in Q2 2026
Jul 16, 2026
Our Biopharma and Medtech Licensing and Venture Reports examine Q2 2026 venture funding, licensing, M&A and IPO activity.
Markets and Economy
Jul 15, 2026
Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.
Markets and Economy
Jul 14, 2026
Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.
Markets and Economy
Not a red flag: The market-economy disconnect
Jul 10, 2026
Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.
Markets and Economy
Oil prices and the stock market: Do energy prices move markets?
Jul 10, 2026
Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.
Markets and Economy
Midyear economic outlook for 2026
Jul 09, 2026
For the remainder of 2026, our outlook for steady economic growth—GDP growth of 1.5–2.0%—is underpinned by three key assumptions: consumer spending stays resilient, AI capex remains robust and the conflict in the Middle East moves toward resolution.
Markets and Economy
2026 mid-year outlooks and forecasts
Jul 08, 2026
Dive into in-depth mid-year outlooks and forecasts from our analysts and strategists.
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