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Real Economy Challenges

EPISODE · Feb 9, 2026 · 11 MIN

Real Economy Challenges

from Notes on the Week Ahead · host Dr. David Kelly

Last week saw dramatic moves in financial markets. Gold and silver, which rose very sharply last year and in January, suddenly lurched down before stabilizing. Bitcoin took a nosedive before achieving a significant, although partial, recovery on Friday. Mega-cap tech stocks posted huge earnings gains but announced even more lofty capital spending plans, contributing to a general selloff in the sector. And, at the end of the week, stocks saw a resounding rally, pushing the venerable Dow Jones Industrial Average over 50,000 for the first time ever.

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Real Economy Challenges

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