Grace Suzuki

Grace Suzuki is a staff writer at P&L, covering business, technology, and global markets. She previously worked in M&A advisory, focusing on software, consumer deals, and cross-border transactions.

Latest

Jun 8, 2026

Economy

ECB Set to Raise Key Rate for First Time Since 2022

A Reuters poll found 74 of 80 economists expect a 25-basis-point hike to lift the deposit rate to 2.25%.

1 min read

Jun 4, 2026

Economy

May Jobs Report Shows 122,000 Gains as Fed Grapples With Inflation

Workers' wages are lagging price growth, with average hourly earnings up 3.6% annually while prices jumped 3.8%, compressing household purchasing power.

2 min read

May 29, 2026

Company Deep Dive

Nvidia overtakes Apple as largest customer at TSMC where top 10 accounts yield 76%

TSMC's dedicated foundry model pools rival chip designers to amortize massive fab costs, driving gross margins to 66.2% by renting out the world's scarcest leading-edge capacity.

4 min read

May 28, 2026

Sector Transformation

GLP-1 duopoly shifts healthcare capital from chronic care to upfront pharmacology

GLP-1 receptor agonists convert a diffuse obesity cost pool into a concentrated pharmaceutical revenue stream controlled by a highly constrained manufacturing duopoly.

7 min read

May 28, 2026

Sector Transformation

GLP-1 adoption strains employer health plans and restructures pharmacy benefit manager rebates

Eli Lilly and Novo Nordisk navigate a $200 billion incretin market through divergent capital allocation strategies prioritizing domestic manufacturing and acquisitive capacity integration.

6 min read

May 25, 2026

Economy

Higher for Longer Means Repricing Cheap Money

Markets must price a restrictive but not recessionary regime, where credit tightens, refinancing costs rise, and cheap money no longer anchors multiples.

6 min read

May 25, 2026

Economy

Higher-for-Longer Ends Cheap Money

Money now carries a real cost because inflation stays above target and growth is still resilient enough to keep policy restrictive.

5 min read

May 25, 2026

Economy

Can Cheap-Leverage Models Survive Higher Rates

Cheap leverage is ending as higher funding costs, balance sheet runoff, and positive term premiums reset valuations across credit and duration markets.

4 min read

May 23, 2026

Economy

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2 min read

May 23, 2026

Economy

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2 min read

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