Wednesday, January 28, 2026

Poverty and Education

Closing the Gap in American Schools
https://www.theatlantic.com/education/2026/01/texas-education-community-schools/685703/
Kids will struggle to learn if they’re hungry or scared at home.
 
Related:
https://opportunityinsights.org/paper/cis/ 

Europe's Options for Countering Trump

Europe’s Best Tools for Countering Trump
https://www.project-syndicate.org/commentary/how-europe-should-respond-to-trump-tariff-threats-by-daniel-gros-2026-01
European exporters depend more on the US market than American exporters do on Europe, which means the EU is poorly positioned for a tit-for-tat tariff war with the US. But with targeted export tariffs, taxes on royalties, and the elimination of US Treasuries' risk-free status, the EU could hit the US where it hurts. 

Earnings and the Stock Market

Does This Bull Market Have Room to Run?
https://www.wsj.com/finance/stocks/does-this-bull-market-have-room-to-run-7aee36ff
Strong earnings make a great stock market. The risk is everyone knows that already. 

Tuesday, January 27, 2026

US Population Growth Slows

U.S. Population Growth Slows Due to Historic Decline in Net International Migration
https://www.census.gov/newsroom/press-releases/2026/population-growth-slows.html
Population growth in the United States has slowed significantly with an increase of only 1.8 million, or 0.5%, between July 1, 2024, and July 1, 2025, according to the new Vintage 2025 population estimates released today by the U.S. Census Bureau.
This was the nation’s slowest population growth since the early period of the COVID-19 pandemic, when the population grew by a historically low 0.2% in 2021. The slowdown also comes after a sizeable uptick of growth in 2024, when the country added 3.2 million people and grew by 1.0%, the fastest annual population growth rate since 2006.
“The slowdown in U.S. population growth is largely due to a historic decline in net international migration, which dropped from 2.7 million to 1.3 million in the period from July 2024 through June 2025,” said Christine Hartley, assistant division chief for Estimates and Projections at the Census Bureau. “With births and deaths remaining relatively stable compared to the prior year, the sharp decline in net international migration is the main reason for the slower growth rate we see today.”

America’s Immigration Labor Shock
https://www.wsj.com/opinion/u-s-immigration-population-census-bureau-46dfac4a
The Census Bureau says the U.S. is on a path to net negative migration.

 
Immigration Crackdown Slows U.S. Population Growth
https://www.wsj.com/us-news/immigration-crackdown-slows-u-s-population-growth-26c455aa 

De-risking from America

India, EU reach landmark trade deal, tariffs to be slashed on most goods
https://www.reuters.com/business/autos-transportation/india-eu-slash-tariffs-autos-spirits-textile-landmark-deal-2026-01-27/
 
In Trump’s Shadow, India and the European Union Expand Trade Ties
https://www.nytimes.com/2026/01/27/business/india-europe-trade-tariffs-trump.html
After nearly 20 years of negotiations, the two sides struck a far-reaching agreement that officials called “the mother of all trade deals.” 
 
World's 'middle powers' de-risking from America
https://www.reuters.com/markets/worlds-middle-powers-de-risking-america-2026-01-27/
 
Related:
https://www.nytimes.com/2026/01/27/opinion/trump-oil-global-politics.html