RealClearMarkets - Opinion, News, Analysis, Video and Polls

America won’t outcompete China by restricting imports on robots. It will win by becoming the best place in the world to build and deploy... Read More

Congress must lead to compete with Beijing. Read More

Harold James explains what is really driving the Trump administration's currency- and bond-market interventions. Read More

Investors aren't as willing to accept lower yields from Treasury for perceived safety. Read More

Will AI growth keep interest rates elevated? Read More

Their few defenders often misunderstand their benefits. Read More

Interest rates more often than not are falling when bull markets approach their final top, not rising. Many Wall Street analysts apparently... Read More

In and out of the US, the bull market is bigger than Big Tech. No doubt, as many note, Tech is riding high on the AI wave. But it isn’t... Read More

When Salim Ramji became CEO two years ago, Vanguard Group had long been one of the investing world’s biggest players, with $9 trillion... Read More

In his first term, the president promised to pay off the debt. He delivered the opposite results. In his second term, it’s happening all... Read More

Governments have no resources. For further evidence, contemplate a recent post by Adam Michel at the Cato Institute.  Michel’s... Read More

The Senate Finance Committee recently convened lawmakers to begin figuring out ways to shore up Social Security’s finances. It’s... Read More

The interest rates the United States has to pay for the bonds it sells to fund the government have been surging. This was once a niche... Read More

Inflation, war and rising debt raise concerns among investors Read More

America's technician shortage spans 10 critical sectors where industry supply meets barely 42% of total demand, draining $7.42 billion yearly. Read More

The CPI captures the rising cost of private consumption while leaving the rising cost of government consumption out of the equation. Read More

Wealthy white residents want equity initiatives. Minorities would prefer order. Read More

As the number of homeless climbs, the number of taxpayers falls. Read More

Annuities can deliver regular, dependable income for part of our retirement — or for the rest of our lives. They can even provide... Read More

Under SEC Rule 506(d), a private fund cannot raise a dime from investors if its principals include a felon convicted of securities fraud... Read More

The US Treasury is buying long bonds but not very many. Read More

When you don’t know what anything should cost, everything feels like a con Read More

Why the stock market has to crash on occasion. Read More

Japan is hot. Read More

The SaaSpocalypse presents a perfect moment for PE and buyout shops. Read More

The Philly Fed business outlook just hit its 7th highest level in 700 months of data. Read More

Have we tried turning off society and turning it back on again? Read More

Our goal is to "lead you back to the long and winding road" in common stocks, which our eight criteria define, and to avoid the glamour and... Read More

Photo: Paper Trident / iStock / Getty Images Plus via Getty Images Americans have been moving from high-tax states to low-tax states for a... Read More

When the Fed began hiking in 2022, traditional rate-sensitive sectors, including office construction, rolled over quickly but other... Read More

I’m not one to usually worry about government debt but I believe we have a problem, folks.  Read More

Energy and healthcare sectors making new highs Read More

Trends, drivers and uncertainties Read More

The dividend outlook of the S&P 500 once again delivered a mixed outlook for investors in August 2026. Read More