The latest rise in UK inflation – from 3.2% to 3.4% in December – shouldn't last. We expect headline CPI to get to 2% and ...
There are no market-moving data releases in the US today. Market pricing for a Fed cut has remained untouched despite the ...
The tensions between the US and EU are only having a mild impact on markets thus far, but we do expected a bullish mood in ...
The latest UK jobs report suggests those concerns are overblown Here's what the latest UK jobs report tells us: Unemployment ...
We likely calm now, but this is not over The rise in Treasury yields since Friday reflects a combination of factors. Talk on ...
While 2025 was the year of disruption for Trump’s pharma policies, we expect 2026 to be the year of truth: will the US ...
M&A is an important part of pharmaceutical innovation, as 40% to 50% of industry innovation comes from acquired assets ...
Each article in this bundle – or each track on pharma’s White Album, if you will – opens with our key calls for 2026 (Side A) ...
A further sell-off in JGBs would seem to drag USD/JPY towards intervention territory at 159/160. However, if the yen sell-off ...
China has rapidly become a leading hub for innovative new medicines, overtaking Europe and putting the continent at risk of ...
For common painkillers, Europe is entirely reliant on Asia; its last paracetamol factory closed in 2008, for instance. In ...
We expect strong CDMO growth in 2026, driven by geopolitical fragmentation and regional manufacturing consolidation ...