Economic Wire: Fed’s Waller says next jobs report, not Supreme Court ruling
Fed Governor Signals Jobs Data Trumps Court Drama for Rate Decisions
Author: ON1010 Research
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Daily Briefing — February 23, 2026
The Fed just stuck the landing on what many thought was impossible — a soft landing that tamed inflation without tanking the economy. But while central bankers are taking their victory lap, trade wars
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The Sunday Wire — Week of February 16, 2026
Fed’s Victory Lap Gets Real — But Markets Smell What’s Next
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Fed’s Soft Landing Looks Real — But What Comes Next?
After months of threading the needle between growth and inflation, the Fed appears to have pulled off the soft landing that seemed impossible just a year ago. With core inflation locked at 2.2% while GDP accelerated to 5.6% and corporate profits just
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Economic Wire: India delays Washington trade visit as U.S. tariff policy sh
Trade Delays Signal Rising Costs of Trump’s Escalating Tariff Strategy
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The Quiet Before the Data Storm
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Mortgage Rates Drop Below 6.1% — But Don’t Pop the Champagne Yet
The 30-year mortgage rate fell to 6.01% this week, down from 6.09% — the lowest reading since mid-January and a welcome break from the relentless climb that pushed rates above 7% last fall.
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Housing Starts Jump 6.2% as Builders Race Against Rate Uncertainty
Housing starts surged 6.2% in December to 1.4 million units — the biggest monthly gain since July. But here’s the puzzle: starts are still down 5.8% from a year ago, and builders are facing their high
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Consumer Sentiment Jumps as Americans Shake Off Holiday Gloom
Consumer confidence surged 6.6% in January to 56.4, marking the strongest monthly gain since August and suggesting Americans are entering 2026 with more optimism than they felt during the holiday shop
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American Consumers Hit the Brakes in December
Retail sales dropped 0.02% in December to $735 billion, breaking a modest upward trend that had been building through the fall. It’s a tiny decline, but the timing tells a bigger story about how consu
