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July 27, 2026
Commentary & analysis of selected stories on July 27, 2026
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Page 5 of 3383Media & Communications
Inflation is Rising Again: Will Warsh Act or Wait?
July 25, 2026
Jim Bianco breaks down the growing uncertainty surrounding the Federal Reserve's upcoming rate decision under Chair Kevin Warsh, highlighting an unusual 38% market expectation of a rate hike just days before the meeting.
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July 24, 2026
Commentary & analysis of selected stories on July 24, 2026
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What We’re Reading
July 23, 2026
Commentary & analysis of selected stories on July 23, 2026
Focused Research
The Anthropic Effect on S&P 500 Earnings
July 22, 2026
Anthropic, the company behind Claude, is about to contribute more income in Q2 to the S&P 500 than every other company in the index, and it is not even a public company (yet).
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July 22, 2026
Commentary & analysis of selected stories on July 22, 2026
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July 21, 2026
Commentary & analysis of selected stories on July 21, 2026
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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.
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What We’re Reading
July 15, 2026
Commentary & analysis of selected stories on July 15, 2026