Financial News
What We’re Reading
February 19, 2026
Commentary & analysis of selected stories on February 19, 2026
Commentary & analysis of selected stories on February 19, 2026
Commentary & analysis of selected stories on February 18, 2026
The back half of reporting season drives S&P 500 earnings beat rate to 76%, well below previous quarters.
Large speculators have gone net long on the Canadian dollar for the first time since 2023.
Commentary & analysis of selected stories on February 17, 2026
While CPI came in below expectations at 2.4% in January, we need to remember that this is an average for all Americans. When broken down by income, a different story emerges. The poorest Americans experience a much higher inflation rate.
Year-over-year wage growth jumped higher in January, but households continue to feel the pinch from the cumulative change in inflation relative to wages since the pandemic.
Commentary & analysis of selected stories on February 13, 2026