Focused Research
Is Housing a Shelter or an Investment?
January 20, 2026
Housing cannot be both an affordable shelter and a path to increasing net worth.
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Page 34 of 3383Focused Research
CoT Commentary: Selling the Yen
January 20, 2026
Large speculators were dumping the yen last week.
Newsclips
What We’re Reading
January 20, 2026
Commentary & analysis of selected stories on January 20, 2026
Newsclips
What We’re Reading
January 16, 2026
Commentary & analysis of selected stories on January 16, 2026
Newsclips
What We’re Reading
January 15, 2026
Commentary & analysis of selected stories on January 15, 2026
Newsclips
What We’re Reading
January 14, 2026
Commentary & analysis of selected stories on January 14, 2026
Focused Research
Inflation Watch – Wages vs. Inflation
January 13, 2026
Year-over-year wage growth inched higher again in December, but households continue to feel the pinch from the cumulative change in inflation relative to wages since the pandemic.
Newsclips
What We’re Reading
January 13, 2026
Commentary & analysis of selected stories on January 13, 2026
Conference Calls
Can the U.S. Remain an Economic Outlier?
January 12, 2026
A replay of our January 15, 2026 conference call.
Newsclips
What We’re Reading
January 12, 2026
Commentary & analysis of selected stories on January 12, 2026
Focused Research
Employment in Pictures – Another Month of Middling Jobs Growth
January 9, 2026
The three-month average change in payrolls remained negative in December, although most of that is due to the DOGE cuts to federal jobs in October. After today's report, the door further shut on a January rate cut.
Newsclips
What We’re Reading
January 9, 2026
Commentary & analysis of selected stories on January 9, 2026