Immigration and Housing Cost

Do More Deportations Mean Lower Housing Costs?
https://www.wsj.com/politics/policy/do-more-deportations-mean-lower-housing-costs-948a382d
The Trump administration says its crackdown on immigration is reducing housing prices. Economists say other factors such as oversupply matter more. 

The Collapse of Software Stocks

‘Get Me Out’: Traders Dump Software Stocks as AI Fears Take Hold
https://finance.yahoo.com/news/traders-dump-software-stocks-ai-115502147.html/
Wall Street has been skeptical about software stocks for a while, but sentiment has gone from bearish to doomsday lately with traders gripped by fears about the destruction to be wrought by artificial intelligence.
“We call it the ‘SaaSpocalypse,’ an apocalypse for software-as-a-service stocks,” said Jeffrey Favuzza, who works on the equity trading desk at Jefferies. “Trading is very much ‘get me out’ style selling.” 

Why software stocks are getting pummeled

https://www.economist.com/business/2026/02/01/why-software-stocks-are-getting-pummelled

Are investors overestimating the risk from AI?

 

Related:

https://www.bloomberg.com/news/articles/2026-02-03/legal-software-stocks-plunge-as-anthropic-releases-new-ai-tool

https://www.wsj.com/finance/investing/wall-street-has-fallen-out-of-love-with-software-stocks-b050b457

Forecasting Blues

The Global Economy’s Warning Signals Are Broken
https://www.nytimes.com/2026/02/03/business/economy/global-economy-forecasts.html
From markets to spending to debt, usually reliable indicators that forecast where the economy is headed are proving deeply fallible. 

The Ultimate Recycling

A Solution for Crowded Cemeteries: Turn Loved Ones into Gardening Soil
https://www.wsj.com/business/funeral-burial-cremation-cemetery-8f24bc17   

US-India Trade Ties

Trump and India Call Off Their Trade War, but the Terms of Peace Are Murky
https://www.nytimes.com/2026/02/03/business/us-india-trade-tariffs.html
Officials and business leaders sighed with relief at lower tariffs, as they wait to see what the rest of it means.  

Evaluating Tariff Impact

U.S. Manufacturing Is in Retreat and Trump’s Tariffs Aren’t Helping
https://www.wsj.com/economy/u-s-manufacturing-is-in-retreat-and-trumps-tariffs-arent-helping-d2af4316
Levies on imports were supposed to bring back a golden age of U.S. manufacturing. They haven’t worked, so far.

The Effects of Tariffs, One Year into Trump’s Trade Experiment
https://www.nytimes.com/2026/02/02/business/trump-tariffs-one-year-later.html
 
Related:
https://www.nytimes.com/2026/02/02/business/tariffs-manufacturers-big-small.html 

A Shift in the US Housing Market

The Housing Market Is Tilting Toward Buyers
https://www.wsj.com/real-estate/the-housing-market-is-swinging-toward-buyers-7c24d78e
Nearly two-thirds of home buyers last year purchased at a discount to the original listing price, the highest proportion since 2019.
 
Related: https://www.bloomberg.com/opinion/articles/2026-01-30/florida-is-giving-housing-optimists-reason-to-buzz-again 

To Make Homes Affordable Again, Someone Has to Lose Out
https://www.wsj.com/economy/housing/to-make-homes-affordable-again-someone-has-to-lose-out-ce397bdd
Young Americans need home prices to fall. Existing owners don’t want to take a hit.