Atlas has been noticing recently what is called the K-shape of the American economy. In short, a portion of the economy, and a relatively small segment at that, has fared relatively well while a larger ratio of the population seems to be having a different experience.
Tariffs are difficult for those paying them.
The calendar has flipped, the fireworks have faded, and most resolutions have already been broken. A new year can bring a sense of renewal, or at least the illusion of a fresh start. But in the world of federal policy, the first few days of a new year can give way to what was.
Happy New Year! Today is the first business day of 2026, so let’s spend some time talking about businesses. Last year was a strong one for some of the most noteworthy companies. Rising revenues coupled with improved productivity helped usher in large gains in profitability.
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