Five Charts for the Week That Was: February 20, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including GDP, Personal Income, Federal Budget, and Commercial Mortgage Backed Securities.
Markets Prefer Earnings to Escalation – February 20, 2026
Good morning, If equity markets could go more than a week without extraneous distractions from their core long-term value drivers—earnings and macroeconomics—we might better enjoy the benefits of a growing economy in a controlled inflation environment. It’s been just over a week of relatively clear air without much interruption (until yesterday), and the major equity […]
Market Note: Judgment Day for Software?
February 20, 2026 – After almost a year of AI euphoria, the stock market recently plunged into AI blues. Once seen as a great boost to all things technology, overnight AI turned into an imminent threat to software companies whose products are now seen as ripe for disruption. While fears around the fate of software […]