Jack Caffrey, JPMorgan Asset Management equity portfolio manager, joins ‘Squawk Box’ to discuss his outlook for earnings in 2026, economy data, what investors should be looking at, and more. Source: cnbc.com

Leaders should apply consumer lessons to the workplace. Source: fastcompany.com

Allowing all ships through the Strait of Hormuz will calm markets but the war has created new problems. Source: bbc.com

Confronted by a stagflationary hit thanks to the Iran war, governments are weighing fiscal responses. Source: bloomberg.com

When it comes to understanding the economy, the pull of the past is hard to ignore. Cause and consequence are difficult enough to parse in real time. How about predicting a sequence of events? Near impossible. Comparing today’s economy to that of a previous era provides context and can help us navigate current conditions. Source: […]

Source: wsj.com