Newsclips
What We’re Reading
January 15, 2026
Commentary & analysis of selected stories on January 15, 2026
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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
Charts of the Week
Foreign Central Banks Now Own as Much Gold as U.S. Treasuries
January 9, 2026
Foreign central banks' gold reserves have grown to over $3.8 trillion and are now on par with foreign official Treasury holdings.
Charts of the Week
An Update on AI Market Concentration
January 9, 2026
AI-related stocks account for almost half of the stock market and the majority of its gain.
Charts of the Week
Mortgage Lock-In
January 9, 2026
Many current mortgagees feel trapped by their existing low mortgage rates. Unfortunately there is no easy solution to free up this frozen portion of the housing market.
Charts of the Week
Updating the Stock Market’s Concentration
January 9, 2026
The market continues to rally on the backs of a select few stocks in the S&P 500.