Fed to hold rates this year, cut calls fade as war inflation persists, economists say: Reuters poll - Yahoo! Finance Canada

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Kevin Warsh’s narrow path to success as Fed chair  Financial Times

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Goldman Hikes Obesity Drug Market Forecast As Oral GLP-1s Go Mass Market The global weight-loss drug market is now expected to reach $114 billion by 2030, up from Goldman's prior $101 billion forecast, as analysts cite faster adoption of oral obesity pills, stronger demand outside the U.S., and improved affordability that is expanding the patient pool. Goldman analysts led by Asad Haider and James Quigley laid out four main drivers behind the upgraded 2030 anti-obesity drug TAM forecast (previous forecast made in Dec. 2025): 1. Higher oral vs. injectable share and a higher oral TAM. With oral NBRx (new-to-brand) prescriptions (a leading indicator) now 40-50% following the strong launch of Novo's Wegovy pill, we now expect orals to represent 40% ($46bn) of the 2030 global revenue TAM (vs. 35%/$35bn prior). 2. Shifting sales mix within orals. We balance our share splits with Novo's Wegovy pill now 38% (vs. 16% prior), LLY's Foundayo now 48% (54% prior) and "other" now 14% (vs. 30% prior). We now forecast Wegovy peak global sales of $17.4bn (vs. prior $8bn) and Foundayo 2030 sales of $22bn (vs. prior $19bn). 3. Increased OUS penetration and a higher OUS TAM. Per stronger-than-expected OUS ramp for LLY's Mounjaro, we now forecast 2030 total OUS obesity sales of $48bn vs. $39bn prior, driving most of the higher 2030 Global TAM from $101bn to $114bn. 4. Updated pricing assumptions across channels. We lower pricing assumptions in the US DTC channel by 20% (to now $287 vs. prior $355) driven by lower prices across the board and higher oral mix shift. Haider expects El

Asian currencies steady as US inflation data and less dovish Fed outlook keep dollar supported  VT Markets

After jobs report shock, US CPI data to test AI rally; here's how to trade around it  TradingView