RealClearMarkets Week of January 5, 2026 Archives

RealClearMarkets Research Reports

Monday, January 5

December Asset Class Performance Review

James Picerno The Capital Spectator

There Are Still Gaps In the 2025 Economic Data

Richard Moody Regions Bank

US Exceptionalism vs Chinese Uninvestibility (Part I)

Louis-Vincent Gave Gavekal

Tuesday, January 6

What You Need To Know For This Week

Brett Ryan Deutsche Bank Group

December ISM Manufacturing Falls to 47.9 Percent

Richard Moody Regions Bank

6 Trends To Watch For Clues About Markets In 2026

Tom Lauricella Morningstar

Wednesday, January 7

Credit Growth Accelerating in the US and Europe

Torsten Slok Apollo Academy

The Future Of Oil To 2050

Preston Caldwell Morningstar

Thursday, January 8

G3 Fiscal Policy Very Expansionary in 2026

Torsten Slok Apollo Academy

AI & Electricity Blackout the U.S. Needs

Wayne Crews Competitive Enterprise Institute

Odds Are Changing: 2026 Is For Investors Not Gamblers

Rick Rieder BlackRock

Friday, January 9

12 Undervalued REITs To Buy For 2026

Tori Brovet Morningstar