Charts of the Week
Credit Card & Mortgage Debt Growth Outpacing Inflation
May 22, 2026
Credit card and mortgage debt are both at least 35% higher than pre-pandemic.
Credit card and mortgage debt are both at least 35% higher than pre-pandemic.
Mortgage originations remain well off the peak set in 2021.
A review of our recent research
Commentary & analysis of selected stories on May 21, 2026
Commentary & analysis of selected stories on May 20, 2026
Expectations for Q1 continue higher as we reach the end of reporting season. Full-quarter expectations are above 27%.
Commentary & analysis of selected stories on May 19, 2026
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Commentary & analysis of selected stories on May 18, 2026
Commentary & analysis of selected stories on May 15, 2026
Commentary & analysis of selected stories on May 14, 2026
Commentary & analysis of selected stories on May 13, 2026