Inflation is back under 0.9% this morning.Every day the Fed refuses to cut interest rates is another day where they are hurting the US economy in the long run. https://t.co/Xm617vRb8Y ...

New Zealand’s central bank held interest rates at the lowest level in three and a half years https://t.co/HOt79ztLKh ...

🇺🇸 UPDATE: Polymarket bettors see a 93% chance the Fed holds rates steady in March and a 7% chance of a 25 bps cut. https://t.co/sfeeVxuF7I ...

Commercial real estate leaders gathered in San Diego for the annual mortgage bankers association's finance conference where I sat down with key players to talk debt, equity, and risk across all sectors. Starting with JP Morgan's head of commercial real estate. As we start 2026, it's nice to see a continuation of the trends that we were happy to be a part of during 2025. Increased um equity to the space, increased debt capital, just general liquidity all around. Coupling that with strong fundamentals across ...

🚨MASSIVE: FED TO REVEAL FOMC MINUTES TOMORROWFebruary 18 will see the Federal Reserve release from its latest FOMC meeting which took place January 27-28.With markets in a state of total panic, any indication that interest rates will be cut could trigger a major resurgence in $BTC, $ETH and other crypto assets. ...

Romania is poised to keep one of the highest interest rates in the EU as the fight against elevated inflation takes precedence over easing the strain on the recession-hit economy https://t.co/hTcCVNImxw ...

Group 1 - The fixed income market is expected to experience continued volatility throughout 2026, with notable fluctuations already observed at the start of the year [1] - Market participants are receiving mixed signals from various economic indicators, including the jobs market, U.S. dollar, inflation, and GDP growth, leading to uncertainty in rate movements [2] - The jobs market is a critical focus for the Federal Reserve, especially given the material weakness in most economic sectors, with significant layoffs reported, particularly in healthcare [5][6] Group 2 - Job gains in the U.S. are insufficient to accommodate the new workforce entrants, and rising living costs may push older workers back into the job market, potentially worsening unemployment figures [6] - If the Federal Reserve prioritizes job preservation over inflation control, interest rates may trend lower than anticipated, affecting both short and long-term rates [7] - Inflation has decreased from 9% in 2022 to 2.4%, approaching the Federal Reserve's target of 2%, while housing costs, which constitute over one-third of the Consumer Price Index (CPI), are declining [8]

Colombia’s economy grew 2.3% in Q4 2025, missing forecasts as high inflation and interest rates weighed on demand. The central bank lifted its benchmark rate to 10.25% after a surprise minimum wage hike by President Gustavo Petro https://t.co/CkjhHX74rR ...

Inflation has been under 2% for every one of the 47 days of this year.The Fed must cut rates immediately. https://t.co/Ms0WylhH55 ...

Core Insights - U.S. small-cap equities experienced modest gains in Q4 2025, supported by attractive valuations, earnings recovery, and a shift from mega-cap stocks [1] - The Aristotle Small Cap Equity Fund (Class I-2) returned 1.96% in Q4 2025, slightly trailing the Russell 2000 Index's return of 2.19% [1] - Security selection positively impacted overall performance, while allocation effects detracted from it [1] Company Focus: Cohen & Steers, Inc. (NYSE:CNS) - Cohen & Steers, Inc. is a leading asset management holding company with a market capitalization of $3.4 billion [2] - The stock closed at $66.66 per share on February 13, 2026, with a one-month return of -5.34% and a twelve-month decline of 21.82% [2] - The company has seen an improvement in new business activity due to lower interest rates and high equity market valuations, which may lead to earnings growth [3] - Cohen & Steers maintains solid cash levels, positioning it for potential acquisitions or share repurchases [3] Hedge Fund Interest - Cohen & Steers, Inc. was held by 27 hedge fund portfolios at the end of Q3 2025, an increase from 23 in the previous quarter [5] - Despite its potential, the company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks may offer better upside potential [5]