U.S. Earnings Season Starts Strong

Published on January 22, 2026

U.S. fourth-quarter earnings season began with major banks reporting results that were generally stronger than expected. Most large banks beat earnings forecasts, with many also exceeding revenue expectations, reinforcing our view that the U.S. economy remains in a healthy state.

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Go Ahead and Resent Boomers But for the Right Reasons

January 22, 2026
There is a natural human tendency to assume that your generation has it harder than everyone else. Even by those standards, however, baby boomers (and some older millennials) are on the receiving end of an extraordinary amount of resentment.

Initial Unemployment Claims Up 1K, Lower Than Expected

January 22, 2026
In the week ending January 17th, initial jobless claims were at a seasonally adjusted level of 200. This represents an increase of 1,000 from the previous week's figure and was lower than the forecast of 209,000.