Newsclips
What We’re Reading
July 21, 2026
Commentary & analysis of selected stories on July 21, 2026
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What We’re Reading
July 20, 2026
Commentary & analysis of selected stories on July 20, 2026
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July 17, 2026
Commentary & analysis of selected stories on July 17, 2026
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What We’re Reading
July 16, 2026
Commentary & analysis of selected stories on July 16, 2026
Media & Communications
What Today’s Cooler CPI Report Actually Tells Us About the Fed
July 15, 2026
In this video from the New York Stock Exchange, Jim Bianco analyzes the cooler-than-expected June CPI inflation report and its implications for Federal Reserve policy.
Newsclips
What We’re Reading
July 15, 2026
Commentary & analysis of selected stories on July 15, 2026
Focused Research
Inflation Watch – CPI’s First Monthly Decline in Six Years
July 14, 2026
Headline CPI fell 0.4% in June, the index's first month-over-month decline since 2020. Core CPI also came in lower than expected. Fed funds traders became slightly less hawkish as a result.
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What We’re Reading
July 14, 2026
Commentary & analysis of selected stories on July 14, 2026
Conference Calls
What About the Warsh Fed?
July 13, 2026
A replay of our July 15, 2026 conference call
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What We’re Reading
July 13, 2026
Commentary & analysis of selected stories on July 13, 2026
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What We’re Reading
July 10, 2026
Commentary & analysis of selected stories on July 10, 2026
Charts of the Week
A Long-Term Look at the Unemployment Rate Since 1869
July 10, 2026
A long-term look at the unemployment rate since 1869