Week of February 15, 2026 – Weekly Economic Commentary
Although data released this week will largely be for the end of 2025, the data will serve to flesh out the picture hinted at by the Nonfarm Employment and Consumer Price Index numbers for January: a US economy that is doing considerably better than expected in terms of both growth and inflation. The most recent estimate […]
AI: Blessing, Curse, and Market Crosscurrents – February 17, 2026
Good morning, While the S&P 500 Equal Weight Index advanced to a new all-time high last week, most other major U.S. equity indices declined (non-U.S. markets were largely flat). The divergence continues. Much of the week’s selling pressure stemmed from rising concerns about AI-driven disruption — and not just within software. AI-enabled tools were launched […]