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Loss costs
July CPI/PPI: Inflation data continues to be negative for P&C loss costs
Despite mild headline CPI, some insurance-related items are heading in a worrying direction.
Henry Meiners
,
August 15, 2025
Stock check-in
July stocks: P&C index loses steam as market conditions worsen in Q2
The S&P 500 outperforms as P&C tumbles on mixed earnings.
Noah Marchese
,
August 04, 2025
Cat heatmap
June cat heatmap: Taking shelter from the storm as cat losses run hot
The research team presents the June cat heatmap.
Noah Marchese
,
July 22, 2025
Loss costs
June CPI/PPI: What rising inflation could mean for the P&C industry
Rising inflation could raise claims severity but also increase investment income.
Henry Meiners
,
July 18, 2025
Stock check-in
June stocks: The market catches up to P&C
P&C’s outperformance lead dwindles, while specialty rises above other segments.
Henry Meiners
,
July 01, 2025
Cat heatmap
May cat losses high, but Q2 cat load may be more manageable than feared
The research team presents the May cat heatmap.
Noah Marchese
,
June 24, 2025
Loss costs
May loss costs: Warning signs from construction costs
Tariffs could drive up property loss costs, but the impact on other items has been muted.
Henry Meiners
,
June 18, 2025
Stat data
Q1 stat data: General liability gets worse, other lines get better
High general liability losses are cause for concern despite modest improvements in other lines.
Amit Kumar
,
June 06, 2025
Stock check-in
May stocks: P&C’s lead on the market is shrinking
Insurance outperformance slows as markets recover from tariff shock.
Henry Meiners
,
June 02, 2025
Cat heatmap
April cat heatmap: Losses in line, but the year is still running hot
A historic cat loss year remains a possibility as storm losses accumulate.
Noah Marchese
,
May 23, 2025
CIAB commercial lines rate analysis
CIAB Q1: Casualty rates propelled by social inflation as other lines ease
Third-party litigation financing remains the thorn in the sides of casualty insurers.
Noah Marchese
,
May 19, 2025
Loss costs
April loss costs: Inflation is down, but not for insurers
Inflation indices fell in April, but some items related to P&C are still elevated.
Henry Meiners
,
May 16, 2025
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