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 the CAPE ratio
A review of our recent research
Commentary & analysis of selected stories on June 11, 2026
Over the past year, wages have failed to keep up with inflation.
Commentary & analysis of selected stories on June 10, 2026
Commentary & analysis of selected stories on June 9, 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 June 8, 2026