Charts of the Week
Household Debt Delinquencies on the Rise
February 20, 2026
Household debt broken down by delinquency status
Household debt broken down by delinquency status
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
Jim Bianco shares his perspective on the societal and economic impacts of Artificial Intelligence & Robots on Fox Business with Charles Payne.
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.