Navigating Themes With a Disciplined Rotation

Published on February 19, 2026

Thematic ETFs have maintained their impressive momentum in early 2026, building on a resurgent 2025. After gathering $23 billion last year, the category added another $4 billion in January alone.

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Unemployment Insurance Weekly Claims Report

February 19, 2026
In the week ending February 14, the advance figure for seasonally adjusted initial claims was 206,000, a decrease of 23,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 227,000 to 229,000. The 4-week moving average was 219,000, a decrease of 1,000 from the previous week's revised average. The previous week's average was revised up by 500 from 219,5

Good GDP, Not So Good Jobs

February 19, 2026
If you’re grading the economy based on real GDP, it looks pretty good; if grading based on jobs, not so much.