Geopolitical Risk is Evolving: What You Should Know

Published on February 11, 2026

Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.

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Employment Weakness is Driving the Mood

February 11, 2026
A couple of weeks ago, on Jan. 23, 2026, we dedicated part of the weekly commentaries to the mismatch between the economy and how American consumers feel about it. We said that measures of consumer confidence and consumer sentiment were not in sync with the strength of economic activity.

Will Kevin Warsh Rebalance the Fed?

February 11, 2026
At the start of my career, the Federal Reserve was content to operate in the shadows. Today, by contrast, the Fed is a much more public entity. And so the fact that the derby to become the next Chairman played out so vividly in the media was not surprising.