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The Institute Employment Report: May 2026

~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ The Institute Employment Report: May 2026 Payroll growth picked up in May, with some signs of a recovery in lower- and middle-income wage growth. Payroll growth

Rising airfares no match for a consumer going full throttle on experiences

Mostly friendly skies for airlines and premium consumers Summer is starting just as higher income consumers remain flush and global soccer fans are descending on North America. But this also comes at a time when the airline ticket situation is becoming a bit more difficult, at le

UBS Morning audio comment: Uncertain times

The Federal Reserve Beige Book keeps mentioning uncertainty. That can have a rather paralyzing effect on business behavior. https://secure.ubs.com/campaign/r/?id=t60a4679a,150ef59e,28e613b3&campID=UC:E:6

GLP-1s are shrinking some appetites; broader use poses a prickly challenge

Lower prices are unlocking the next leg of GLP-1 growth Several years ago, the bullish case for GLP-1 penetration hinged on lower pricing and the availability of oral options-both of these have materialized over the past 18 months. Yet we remain early in the oral GLP-1 ramp, and

Hawks and Hikes

What’s the outlook for interest rates? ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏

Wellness, part 2: Fostering social connection

~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ Wellness, part 2: Fostering social connection Social connection boosts wellbeing, with live events and pets helping ease loneliness and bring people together. So