Federal Reserve

Markets

Limbo for Longer: Don’t Expect More Fed Rate Cuts Before Mid-2026

Photo illustration by Connor Lin / The Daily Upside, Photo by Gearstd via iStock

2026 presents a catch-22 for the Fed. It normally cuts rates to buoy hiring, which tightened last year, but that could drive up inflation.

5 min read

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Advisor Upside

Munis, Mortgage-Backed Securities Among Advisors’ Top Picks for 2026

No reason to chase yield as advisors stick to quality fixed income.

4 min read
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Banking

Freed from Asset Cap, Wells Fargo Ramps up Lending

Loans in Wells Fargo’s corporate and investment banking business climbed 14% in the three months through December.

2 min read
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Advisor Upside

America is Still No. 1, Says Goldman Sachs

Despite some minor risks, the American economy and markets are far from being in decline, according to the investment bank.

2 min read

Banking

Bank Earnings Deluge Offers a Consumer Stress Test

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Loan loss provisions — the allowance banks set aside to cover bad debt — is a key data point to watch regarding consumer health.

2 min read

Real Estate

Trump Seeks to Lock Corporate America Out of Local Housing Markets

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For prospective buyers, this could lead to not having to go up against, say, Blackstone, when you put in a bid for a home.

2 min read

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Indicators

US Manufacturing Activity Grinds to 14-Month Low

US factory activity contracted for the tenth straight month in December, according to the latest Institute for Supply Management survey.

2 min read
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Finance

Unchained Wells Fargo Heads into 2026 With Fresh Momentum

For the first time since 2018, the Wells Fargo stagecoach is rolling into a new year without the burden of a Federal Reserve asset cap.

2 min read
Photo via Jimin Kim/ZUMAPRESS/Newscom

Markets

Big Tech’s Allure Fades as Wall Street Bets on Main Street Stock Rebound in ’26

Bank of America analysts forecast S&P 500 earnings will grow 14% next year, and sees the index reaching 7,100.

2 min read

Media & Entertainment

In Casinos, the House Always Wins. What About Prediction Markets?

Photo illustration by Connor Lin / The Daily Upside

Can Kalshi and Polymarket become the massive, all-purpose financial vehicles envisioned by backers or will they be disrupted by regulators?

5 min read

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