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.
Commentary & analysis of selected stories on April 28, 2026
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Commentary & analysis of selected stories on April 27, 2026
Commentary & analysis of selected stories on April 24, 2026.
Commentary & analysis of selected stories on April 23, 2026