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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.
Commentary & analysis of selected stories on February 13, 2026
Over the past few months, over 65% of S&P 500 stocks outperformed the index.
Researchers at Penn State offer rental-adjusted measures of both core CPI and core PCE to better reflect current trends.
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.