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Current Funding Environment Healthcare debt issuance remains incredibly light. How long can a capital-intensive industry tolerate limited capital generation? Is pressure building to...

Current Rate Environment Healthcare transactions continue to enter the markets, but still at a relatively slow pace. The experience continues to be generally strong investor support and...

Those of you who read my blog regularly know that my focus tends toward either hospital operations or healthcare policy. In my latest blog, I want to change the pace and talk about the value of a well-planned and well-executed Board retreat.

Explore how hospitals and health systems are faring in an increasingly productized healthcare marketplace.

Current Rate Environment Fixed income markets have rallied based on improving funds flows following indicators suggesting the Fed is gaining ground in the battle against inflation...

When the nation is unprepared for catastrophic public health emergencies, the consequences are as real as they can get. As we saw with COVID-19, many people died while the country’s public health apparatus struggled to catch up, and America’s hospitals, jumped into the breach.

Current Rate Environment December’s 6.5% CPI print offered good news on the inflation front; but 6.5% is still high, so the job isn’t done and the blunt instrument of Fed tightening in...

Although hospitals have experienced difficult operating periods and volatile stock markets in the past, the simultaneous impact of these two forces in 2022 was a first in not-for-profit healthcare, creating a financial “twindemic” that drove many of the downgrades.

Tuesday’s 7.1% CPI print was an improvement from October’s 7.7% and well off the 9.1% peak (so far) posted in June. 7.1% is not price stability and there remains a large gap to the Fed...

Healthcare issuance remains light, running at over 30% below 2021 YTD levels. No channel of external healthcare capital formation has been active, but there have been interesting...

In recent months, hospitals of all sizes and ratings are reporting tremendous financial turbulence, primarily due to externalities such as the nursing shortage and the need for expensive contract labor.

We have entered a financial moment when paying attention to the sunk cost fallacy will be central to maintaining, or recovering, the financial, clinical, and mission strength of America’s hospitals.