Newsclips
Rates & Oil
October 23, 2026
Commentary & analysis of selected stories on October 23, 2026
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French Spreads Continue to Widen
October 22, 2026
Commentary & analysis of selected stories on October 22, 2026
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The French Situation
October 21, 2026
Commentary & analysis of selected stories on October 21, 2026
Focused Research
Bubbly Signals With No Euphoria Yet
October 20, 2026
Valuations require a substantial future payoff and concentration makes that payoff matter, especially in an era where passive investing dominates. Neither are an exit signal.
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Nobody Likes This Bull Market
October 20, 2026
Commentary & analysis of selected stories on October 20, 2026
Focused Research
Is the Agentic Bank Run Here?
October 19, 2026
Banks earn a fortune on laziness. $4 trillion sits in accounts paying zero because nobody bothers to move it. AI agents like Muse could find the better rate and move the money. Is the agentic bank run here?
Newsclips
Bubble Talk
October 19, 2026
Commentary & analysis of selected stories on October 19, 2026
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Out of the Forward Guidance Business
October 16, 2026
Commentary & analysis of selected stories on October 16, 2026
Newsclips
The Odds of a Hike Go Round and Round
October 15, 2026
Commentary & analysis of selected stories on October 15, 2026
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October FOMC Meeting Back in Play
October 14, 2026
Commentary & analysis of selected stories on October 14, 2026
Media & Communications
Is 3% the New 2%? The Fed’s K-Shaped Economy Dilemma
October 14, 2026
Jim Bianco argues that inflation is structurally stuck around 3% and cannot drop back to the Fed's 2% target without an economic collapse, driven by persistent services inflation and policy choices like tariffs and deglobalization ending cheap goods deflation.
Newsclips
Dealing With Inflation
October 13, 2026
Commentary & analysis of selected stories on October 13, 2026