RealClearMarkets - Opinion, News, Analysis, Video and Polls

These three letters – I, P and O – excite emotions like few others in finance. Read More

When President Trump emerged from the recent US-China summit declaring the arrival of a “G-2 world”—a globe dominated by... Read More

Surging artificial-intelligence spending and persistent inflation worries have fueled one of the fastest retreats for Wall Street’s... Read More

The war has pushed up interest rates by 0.5 percentage points, which will likely stay elevated even under an interim agreement. American... Read More

Will artificial intelligence improve workers’ lives, or hand them the equivalent of a pink slip? It is one of the most pressing... Read More

News that the U.S. and Iran were about to sign a memorandum of understanding to end their conflict was greeted favorably by investors. The... Read More

Taylor Swift’s Eras Tour was a smashing success, but it in no way sparked domestic or global economic growth. Quite the opposite most... Read More

Whatever else, Alan Greenspan should be remembered for what is surely the rarest virtue among public officials: admitting error. The moment... Read More

Dr. Alan Greenspan, who passed away at 100, transformed the Fed's power and monetary policy approach during his five terms as chairman from... Read More

Kevin Warsh kicked off his second stint at the Federal Reserve with a bang. Wednesday’s post-policy-meeting press conference with... Read More

Socialism hasn’t been this popular in 100 years, before anyone knew how terrible it was. Read More

Yes, if the unworldly philosophers at the Global Justice Project are allowed to have their way. Read More

Retirement can be stressful even when your investments are doing well. Volatile markets can turn what was low-level background anxiety into a... Read More

Americans benefit when businesses compete. Competition forces companies to lower prices, improve service, and innovate ceaselessly as they... Read More

Contrafund’s long-term results stemmed from a disciplined investment process that Danoff refined over more than three decades. Read More

With inflation rising it isn't as assured. Read More

Yes, as it usually does. Read More

Even if I don't wait in line for frozen yogurt and pay my own phone bill Read More

What this year of humongous IPOs says about the tech industry Read More

As the era of cheap capital comes to an end, executives will need to relearn the discipline of rigorous capital allocation.  Read More

We gave four leading AIs a crystal ball and real trading rules. They picked direction well but bet far too big. Here is what happened. Read More

Three biggest macro risks today. Read More

This century, debt began to grow faster than the economy—as measured by the gross domestic product (GDP)—driven by tax cuts that... Read More

Companies with negative earnings keep outperforming companies with positive earnings Read More

June 2026 saw strong, across-the-board improvement in the outlook for the quarterly dividends of the S&P 500 over our snapshot of... Read More

In my 45 years in the investment business, we've observed numerous peaks of excitement. [...] It has now hit a recent peak of 7,580. Read More