healthcare costs
Macro
Affordability Crisis Metastasizes Into Demand Destruction as Fed Holds Rates Amid Growth Collapse
Median home prices now exclude half of Americans while healthcare trade-offs force 33 million into consumption triage, signaling aggregate demand cliff that monetary policy is amplifying rather than containing.
Macro
Markets
Trump Forces Pharma Into Binary Choice: Cut Prices or Face 100% Tariffs
New tariff regime targeting patented drugs creates a two-tier system with $400 billion in manufacturing commitments at stake.