The 9,500 S&P 500 Dream Is Dead

People don’t tend to listen much to a prime minister with only a few weeks left in office.  But when Keir Starmer stood up last week and spoke at a BAE Systems site in Maidenhead, 30 miles west of London, the real estate sector pricked up its ears.  Starmer announced a £15B increase in defence…

Published for the Treasury Select Committee

Key insight: As AI-assisted coding becomes more common and economically viable, the burden on automated testing suites increases. What’s at stake: The limiting factor in payment infrastructure will not be whether teams can produce more code. It will be whether they can prove that sensitive logic still behaves safely across the messy reality of production…

by Calculated Risk on 1/08/2026 08:48:00 AM The Census Bureau and the Bureau of Economic Analysis reported: The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $29.4 billion in October, down $18.8 billion from $48.1 billion in September, revised. October exports were $302.0 billion,…

The dream of finding an affordable home can feel increasingly out of reach for many prospective buyers, especially those in the middle-income bracket. While the housing market might appear robust on paper, a closer look reveals a significant disconnect between available homes and what many can truly afford. A collaborative piece from Realtor.com® and the…

The president hasn’t always approved of Walmart’s moves, having criticized the chain’s response to tariffs last year.