Focused Research
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.
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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.
Newsclips
What We’re Reading
February 17, 2026
Commentary & analysis of selected stories on February 17, 2026
Charts of the Week
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.
Focused Research
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.
Newsclips
What We’re Reading
February 13, 2026
Commentary & analysis of selected stories on February 13, 2026
Charts of the Week
Are We Finally Seeing Signs of a Stock Picker’s Market?
February 13, 2026
Over the past few months, over 65% of S&P 500 stocks outperformed the index.
Charts of the Week
A Different Way to Measure Inflation
February 13, 2026
Researchers at Penn State offer rental-adjusted measures of both core CPI and core PCE to better reflect current trends.
Charts of the Week
AI Eats Tech Jobs
February 13, 2026
We are still some time away from AI truly replacing jobs, but new models are replacing many of the tasks traditional coders have been performing for the past two decades.
Charts of the Week
Some Perspective on Crypto’s Slide
February 13, 2026
The crypto universe has lost almost $2 trillion of its value since October 6.
Charts of the Week
Updating Central Banks’ Balance Sheets
February 13, 2026
Updating the changes in central banks' balance sheets
Charts of the Week
A Long-Term Look at Miles Traveled and Gasoline
February 13, 2026
A long-term look at miles traveled and gasoline