RealClearMarkets Week of February 2, 2026 Archives

RealClearMarkets Research Reports

Monday, February 2

What Kevin Warsh Could Mean For the Fed

Matthew Luzzetti Deutsche Bank Group

What 7 Key Indicators Are Saying About the Market

Amy C. Arnott Morningstar

Tuesday, February 3

A Quiet Week Concluding With a Noisy Jobless Report

Richard Moody Regions Bank

What You Need to Know For the Week Ahead

Brett Ryan Deutsche Bank Group

Wednesday, February 4

January 2026 Asset Class Performance Review

James Picerno The Capital Spectator

Hedge Funds Should Be Judged On Beta, Not Alpha

Mark Rzepczynski DGM

Thursday, February 5

Fed Appointees Usually Buck Expectations

Market Minder Fisher Investments

Growth/Labor Disconnect Likely To Drive Fed

Matthew Luzzetti Deutsche Bank Group

Trump's Oil & Gas Embrace Endangers Children

Various Center for American Progress

Interest Rates And The Rise Of The Shadow Banks

Elisabetta Basilico Alpha Architect

Friday, February 6

The Hidden Truth About Private Market Returns

Larry Swedroe Larry’s Substack

What to Know About the Software Stock Selloff

Sarah Hansen Morningstar

3 Risks Of Relying On The S&P 500 For Retirement

Bill Pauley CFA Institute