The Case for Optimism: Sustaining the Economic & Market Momentum

Published on January 24, 2026

As we enter 2026, the U.S. economic momentum continues based on the foundation of a solid private sector with fiscal and monetary policies also contributing to growth. As we refine our global asset allocation, we maintain a diversified overweight stance on U.S. equities despite relatively high valuations.

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De-Dollarization Alert! Danish Pension Fund Dumps U.S. Treasuries

January 23, 2026
The dollar is in no danger of losing its status as the primary global reserve currency, but de-dollarization is chipping away at its dominance. It’s clear we’re moving toward a “multipolar” world where several currencies, along with gold, are making up a growing share of global reserves.

Could Limiting Institutional Buyers Fix Housing Affordability?

January 24, 2026
According to what has been announced so far, the government plans to restrict future purchases of single-family homes by large institutional investors. It would not force them to sell homes they already own, nor would it affect individual buyers or small landlords.