July CPI and the Real Inflation Story

Published on August 15, 2025

The July CPI data indicated moderate price inflation and boosted optimism for a September interest rate cut, even though monetary inflation is on the upswing.

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Drug Pricing Reform and Trade Deals Signal Support for Biopharma Innovation

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Portfolio Manager Dan Lyons and Research Analyst Luyi Guo explain recent developments in proposed pharmaceutical tariffs and “most favored nation” drug pricing and what both could mean for the biopharma industry.

Big Business Came Prepared for This White House

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President Donald Trump’s chaotic tariff policies have upended global trade and led to questions about whether the days of US exceptionalism and leadership that attracted capital from around the world are over.