The U.S. dollar mostly consolidated against the G10 currencies last week

Non-fuel import prices rose 0.1% for the month and 0.7% over the last year. It doesn’t look like exporters are eating the tariffs.

The real solution to the affordability crisis and frozen real estate market is to allow interest rates to rise, which will cause home values to fall more in line with incomes.

​​​​​​​The 2025 Q4 earnings season is in full swing, with results from the big banks this week kicking the period into a much higher gear.

AI gives regions and companies a chance to upgrade productivity before competitive disadvantages become locked in.