Hot inflation has turned a quarter-point Fed hike into the "dovish" option amid an internal FOMC family fight, while Jensen Huang’s sudden exit and booming AI debt issuance leave markets bracing for higher rates rather than a tech slowdown.
Commentary & analysis of selected stories on November 13, 2026
Commentary & analysis of selected stories on November 12, 2026
Commentary & analysis of selected stories on November 11, 2026
Consensus can be reasonable, widely shared, and wrong. Holding a contrarian opinion requires measuring the consensus properly and why it's disconnected from reality.
Following a hotter-than-expected CPI print, Jim Bianco explains that an increasingly independent and hawkish Fed may need to deliver supersized rate hikes to finally curb more than five years of sticky, above-target inflation.
Commentary & analysis of selected stories on November 10, 2026
Commentary & analysis of selected stories on November 9, 2026
Commentary & analysis of selected stories on November 6, 2026
Commentary & analysis of selected stories of November 5, 2026
Commentary & analysis of selected stories of November 4, 2026
Commentary & analysis of selected stories on November 3, 2026