This Week’s Data Confirms the 2026 Playbook

Published on February 19, 2026

This week’s economic releases have once again underscored the policy dynamics we outlined in our January outlook. President Trump faces a high-stakes midterm election in November, and the incentives are clear: deliver visible growth, moderating inflation, and lower borrowing costs to strengthen the administration’s hand with voters.

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Japan-China: Bound, Not Just By Geography

February 19, 2026
With growth in both economies underpinned by trade, neither side has much appetite for a large‑scale economic confrontation. That reality should push both capitals toward calibrated responses rather than actions that sharply raise the costs of retaliation.

Five Factors That Can Drive Us Small-Cap Earnings Growth

February 19, 2026
Royce Investment Partners: Co-CIO Francis Gannon looks at how low interest rates, tax policy, reshoring, technology adoption, and deregulation can fuel US small-cap earnings growth.