Charts of the Week
Gasoline’s Impact on CPI
May 1, 2026
What did gasoline do in April and how will it impact CPI?
What did gasoline do in April and how will it impact CPI?
The market continues to rally on the backs of a select few stocks in the S&P 500.
Seasonality charts can help support or refute market narratives. Due to the relatively small data sets associated with monthly data, they can also be used incorrectly to confirm an already-formed bias.
The Iran conflict saw retail 'buy-the-dip' mentality abandoned as consumers were hit by higher prices at the pump.
The dollar accounts for more than half of all SWIFT traffic globally.
For the last few decades the U.S. has been in a low interest rate environment where deficit spending would not cause major issues. A 40-year high in inflation and the higher rates that followed are stressing the country's finances.
A long-term look at inflation-adjusted gold
Highlighted charts & commentary from our recent research
Commentary & analysis of selected stories on April 30, 2026
Jim Bianco expresses deep disappointment in Jerome Powell's decision to politicize his role by staying on to block a new appointee and obstruct a Justice Department investigation, arguing that the Fed's independence is already secure without these maneuvers. Additionally, Jim warns that the expectation of prolonged high oil prices will keep inflation elevated, making it virtually impossible for the central bank to consider easing rates in the near future.
Commentary & analysis of selected stories on April 29, 2026
Q1 2026 earnings are expected to grow by 13.66% and analysts expect a stellar next three quarters.