Financial News
What We’re Reading
February 19, 2026
Commentary & analysis of selected stories on February 19, 2026
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February 19, 2026
Financial News
What We’re Reading
February 18, 2026
Commentary & analysis of selected stories on February 18, 2026
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February 18, 2026
Data Reports
Q4 Earnings Update: Losing Steam
February 17, 2026
The back half of reporting season drives S&P 500 earnings beat rate to 76%, well below previous quarters.
Markets
CoT Commentary: Large Specs Long Canadian Dollar
February 17, 2026
Large speculators have gone net long on the Canadian dollar for the first time since 2023.
Financial News
What We’re Reading
February 17, 2026
Commentary & analysis of selected stories on February 17, 2026
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February 17, 2026
Inflation
Inflation by Income
February 13, 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.
Data Reports
Inflation Watch – Real Wages Jump Higher
February 13, 2026
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.
Financial News
What We’re Reading
February 13, 2026
Commentary & analysis of selected stories on February 13, 2026
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February 13, 2026