Nick Lazzaro

1 week ago | spglobal.com | Nick Lazzaro

Pedestrians walk past the Bombay Stock Exchange in Mumbai, India, on April 3 while a broadcast screen shows news of US President Donald Trump's April 2 reciprocal tariff announcement. Emerging markets such as India may be better positioned than others to benefit from changing global trade dynamics as companies reshuffle supply chains and as governments pursue trade negotiations with the US. Source: Punit Paranjpe/AFP via Getty Images.

2 weeks ago | spglobal.com | Nick Lazzaro

German Chancellor Friedrich Merz arrives at an airport in France on May 7 to mark his first foreign visit. The day before, Merz was confirmed as Germany's new leader following the country's February elections. Optimism surrounding Germany's defense and infrastructure spending under its new administration has attracted rising global investment. Source: Sean Gallup/Getty Images News via Getty Images.

1 month ago | spglobal.com | Nick Lazzaro

Rep. Lloyd Doggett (D-Texas) joins members of the Service Employees International Union for a news conference about nursing home staffing shortages outside the US Capitol on June 5, 2024, in Washington, DC. Eldercare and healthcare stand to face increased staffing shortages over the coming years. Source: Chip Somodevilla/Getty Images News via Getty Images. An aging US workforce, accelerated in part by the COVID-19 labor shock, is likely to exacerbate worker supply issues over the next decade.

1 month ago | spglobal.com | Nick Lazzaro

US retail and food services sales in April inched up from elevated spending activity in March, when consumers likely engaged in a pre-tariff spending spree. Total retail and food services sales in the US grew 0.1% month over month in April, according to seasonally adjusted advance estimates from the US Census Bureau. The sales bump matched analyst consensus expectations based on economist forecast data compiled by Econoday.

1 month ago | spglobal.com | Nick Lazzaro

Tariff-related discussions in the earnings calls of S&P 500 companies have surged since the US presidential election in November 2024, with tariffs joining inflation as one of the most widely mentioned topics, according to an analysis of S&P Global Market Intelligence data. The number of earnings calls that mention tariffs increased across all eight sectors tracked in Market Intelligence's analysis, which covered the six months since the election.