Newsclips
Edition 07.31.2026
July 31, 2026
Commentary & analysis of selected stories
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Page 9 of 3388Newsclips
What We’re Reading
July 30, 2026
Commentary & analysis of selected stories on July 30, 2026
Media & Communications
Jim Bianco on the Fed’s New Era: Get Used to Higher Interest Rates
July 29, 2026
Jim Bianco argues that the central bank is entering a new era where ultra-low interest rates will not return due to increased global competition for capital.
Newsclips
What We’re Reading
July 29, 2026
Commentary & analysis of selected stories on July 29, 2026
Newsclips
What We’re Reading
July 28, 2026
Commentary & analysis of selected stories on July 28, 2026
Media & Communications
A Tale of Two Markets: AI Bubble vs. Real Economy
July 27, 2026
Jim Bianco argues that the stock market has effectively split into two separate asset classes: 41 highly volatile AI stocks and 459 non-AI "real economy" stocks that trade in opposite directions.
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What We’re Reading
July 27, 2026
Commentary & analysis of selected stories on July 27, 2026
Media & 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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What We’re Reading
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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What We’re Reading
July 22, 2026
Commentary & analysis of selected stories on July 22, 2026