Why the Dollar’s Worst Year Signals Dollar Weakness The U.S. dollar just logged its worst annual performance in nearly a decade. Dollar weakness is for real. That decline reflects a broader pattern of dollar weakness that is reshaping confidence and policy expectations heading into 2026. This period of dollar weakness is less about a sudden […]
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Three Straight Years of Double-Digit Stock Gains At first glance, the story sounds reassuring. The S&P 500 rose roughly 16% in 2025, marking its third consecutive year of double-digit gains—something that has happened only a handful of times since the 1940s. After three exceptional years, stock market risk is quietly rising beneath the surface.” Markets
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The Biggest Macroeconomic Themes to Watch in 2026 If you’re looking for the macroeconomic themes shaping 2026, it’s not one storyline—it’s a set of slow-moving forces working together. . It’s a set of slow-moving forces—some pushing in the same direction, others cancelling each other out—creating a year that’s more likely to feel grindy than dramatic.
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The Job Market Isn’t Strong — It’s Frozen If the job market is “strong,” why does it feel impossible to get hired — and why does the job market feel frozen for so many people? That question keeps coming up — and not just from people out of work. It’s coming from qualified professionals, experienced
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Why Everything Feels More Expensive Despite Lower Inflation If inflation is falling, why does nothing feel cheaper — and why does inflation still feel high for so many people? That question isn’t rhetorical. It’s the most common, most reasonable reaction people have to the current economy. Official data says inflation has cooled. Headlines say price
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