This article analyzes the divergence between GDP and GDI, highlighting a wide dispersion in Q4 nowcasts ranging from 0% to 5.4%. It examines "core GDP" and government shutdown impacts, suggesting a respectable growth pace that avoids recession.

Chinese automakers, led by BYD, are rapidly reshaping the global electric-vehicle market and challenging long-established brands such as Volkswagen, Toyota, BMW—and even Tesla, according to the Wall Street Journal.

Federal Agricultural Mortgage Corp, often referred to as Farmer Mac, is an exceptional opportunity for long-term focused investors due to its blend of Government Sponsored Enterprise stability, high-quality fundamentals, and attractive valuation

Industrial Capacity continues to rise as does industrial Production, both revised higher. The standout is the PMI remaining below 50, now ~40mos mostly below 50, reflecting an intractable period of market pessimism.

As the "Magnificent Seven" report Q4 earnings in late January 2026, the market enters a volatile phase. Low correlations and a widening VIX spread suggest a tactical peak and potential turn lower.

The Australian dollar surged to the highest level in years, making it one of the best-performing currencies this year. The AUD/USD exchange rate rose for five consecutive days, reaching a high of 0.6895