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Mortgage

Who Benefits From Giving Mortgage Insurance a Capital Break

MGIC's chief executive wants bank capital rules to credit private mortgage insurance as a risk mitigant, and the loss-severity data back him up. He is also the most direct beneficiary of the change, and the counterparty risk his op-ed spends the least time on is the part regulators still have to weigh.

By Vasil V.·8 min read
Trade Policy

The US-Canada Tariff War Is Being Fought Over the Small Stuff

When trade talks collapsed and tariffs hit, both countries chose their targets with striking precision, hitting beer, lumber, and appliances while carefully sparing energy, the flows neither side can actually afford to disrupt.

By Victoria C.·8 min read
Nutrition Policy

The SNAP Soda Ban Cut Soda, Not Sugar

A new NBER working paper finds SNAP soda restrictions cut soda purchases 12 percent, but up to 39 percent of that spending simply moved to other sugary drinks the bans do not cover. The policy changed a product. It barely touched the nutrient it was built to reduce.

By James T.·8 min read
Patient Care

Patients Are Not Really Asking for a Handshake

A physician's essay arguing medicine should bring back the handshake rests on old, consistent evidence that patients want deliberate human connection. The data show the handshake was only ever the most common vehicle for that, not the requirement itself.

By James T.·8 min read
Gene Therapy

A One-Time Gene Therapy Has No Off Switch

The FDA placed a clinical hold on Regenxbio's Hunter syndrome gene therapy after small spinal masses turned up in five patients years after dosing. The finding is not proof of harm, it is a demonstration that a permanent treatment's risks surface on the same timescale as its benefits.

By James T.·8 min read
Health Workforce

Nursing Schools Can Admit Students They Cannot Place

Nurse practitioner programs can admit as many students as they want, but the 500 supervised clinical hours those students need to graduate depend on a scarce, unfunded resource, working clinicians willing to supervise them, and a paid-matching market has grown to fill the gap the schools never funded.

By James T.·8 min read
Oncology

Moderna's Cancer Vaccine Win Is Bigger Than Moderna

The Phase III success of Moderna and Merck's melanoma vaccine proved mRNA cancer therapy works, but the market's instinct to hand the whole prize to Moderna misses where the value actually flows, most of it to Merck's franchise and to every other company on the same platform.

By James T.·8 min read
Banking

Half the Top-Performing Banks Are Not Really Banks

American Banker's ranking of the best-performing large banks puts spread lenders and fee-driven wealth managers on the same list under the same metric. Half the winners barely resemble a bank at all, and return on equity is built to reward exactly that.

By Vasil V.·8 min read
Wealth Management

The Firm Built From the Clients Wells Fargo Decided to Let Go

Wells Fargo accepted that some private banking clients would leave as it cut service lines. Those departures didn't evaporate, they organized into Fidelis Capital, a nearly $3 billion firm built from the bankers and clients the bank priced as acceptable churn.

By Vasil V.·8 min read
B2B Research

Most Popular Research Articles

Intent Data

Intent Data Providers For B2B

Non-English intent signal is still under twenty percent of total volume industrywide, which means most platforms are seeing a fraction of the buying activity happening outside English language markets.

By Marko P.·8 min read
Knowledge Management

Knowledge Management Solutions

One vendor is explicitly competing on restraint, arguing that a plausible AI generated article that is subtly wrong is worse for a knowledge base than no article at all.

By Marko P.·8 min read
MDR

Managed Detection And Response Services

Forrester's own buyer guidance undercuts the AI pitch: providers are getting measurably more efficient, and there is little evidence yet that any of that efficiency is reaching customer pricing.

By Marko P.·8 min read
MDR Europe

Managed Detection And Response Services In Europe

Forrester's guidance to buyers is blunt: having a data centre in the EU answers one sovereignty question out of four, and most vendor pitches stop at the first.

By Marko P.·8 min read
Manufacturing Tech

Manufacturing Technology Services

Forrester frames 2026's binding constraint as a workforce that cannot be trained fast enough, which makes this a services category built around people more than platforms.

By Marko P.·8 min read
Market Intelligence

Market And Competitive Intelligence Platforms

Generative AI should have commoditized this category, and instead Forrester's criteria count kept climbing, because the moat was always licensed source access, not summarization.

By Marko P.·8 min read
Open Banking

Open Banking Intermediaries

Two of the category's most prominent independent players are now owned by the card networks they were supposed to route around.

By Marko P.·8 min read
Change Management

Organizational Change Management Services

Forrester's provider count nearly doubled in three years, and every other technology category in this series points at the same root cause: the software works and the organisation does not change.

By Marko P.·8 min read
PLM

Product Lifecycle Management Platforms For Discrete Manufacturers

Every reference customer for one vendor said they would buy again, which in PLM can mean genuine excellence or a customer base that has nowhere else to go once the evidence chain is built.

By Marko P.·8 min read
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If a term needs a footnote, we explain it in the sentence instead of hiding it in the fine print.

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We flag trade-offs and blind spots, not just the upside, so you get the full picture before you decide.

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