US Midterm Elections—Interpreting the Early Signs

Published on July 26, 2026

It may seem premature to focus on the November US midterm elections. Polls will shift, economic data will evolve and unexpected events will reshape the political landscape in the months ahead.

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Long Term Rate Headache

July 25, 2026
Today we’ll consider the interaction between long-term interest rates, the Fed’s limited ability to influence them, inflation and the housing market. And because home prices are the biggest concern for many households, we’ll start with a look at the latest changes there. And then look at the Federal Reserve’s likely reaction.

Healthcare Systems’ Liquidity Challenge

July 26, 2026
Healthcare systems across the country are facing a difficult reality. Costs are rising faster than revenues, balance sheets are under pressure, the pacing of private market allocations are harder to manage, and liquidity has become an important topic for many organizations.