RealClearMarkets - Opinion, News, Analysis, Video and Polls

The bond market can be tricky for even its most sophisticated and well-armed participants. Read More

Short Treasuries, long USD-JPY and the revenge of the 'Bloomberg terminal bros' Read More

American workers are told to spend their entire career saving for retirement, building a nest egg that they dare not touch.  Read More

“God is our refuge and strength, a very present help in trouble. Therefore will not we fear, though the earth be removed, and though... Read More

MMT fails, as has monetarism, as has MMT’s “free market” mirror in the Austrian School, because all three are obsessed with... Read More

Over the past year, America’s biggest cities have embraced a political strategy that amounts to a municipal version of Joseph Stalin’s... Read More

For most of modern political history, we've tried to understand elections through polling: ask a few thousand people what they think, apply a... Read More

Twenty-five years ago today, an evil tragedy struck, but a nation persevered. We will never forget what happened that sunny Tuesday, when... Read More

The U.S. government has proposed new tariffs on products from dozens of countries, arguing that some trading partners have not done enough to... Read More

Uh oh...Check out the latest cover of The Economist. Read More

Earlier this month, the United States hosted a meeting of G20 Finance Ministers and Central Bank Governors in Asheville, North Carolina.... Read More

The AI people are talking about the end of the world again. A senior scientist at Anthropic wrote Tuesday on X that “we really do... Read More

Elon Musk said Dario is right after Anthropic chief Dario Amodei called on frontier AI companies to slow down together. That should concern... Read More

In a series of private speeches last year, Peter Thiel, the billionaire tech investor and Silicon Valley thought leader, said that the young... Read More

We’d be concerned about "AI is going to destroy mankind" warnings if we hadn’t heard countless other doomsday predictions from "experts." Read More

The pro-AI side must avoid succumbing to paranoia and bad faith. Read More

America is shedding its status as the default choice for foreign governments to park money, buy weapons and send students.   Read More

How wealth is changing the economy and markets. Read More

When the price of gold rises what is really happening is that the value of fiat currencies is falling. The rout ongoing in the bonds of the... Read More

Twice in the last year, the Fed stuck to forward guidance when it shouldn't have. Read More

Like many technologies before it, AI brings risks, and because it is such a powerful technology, these risks are serious.  Read More

AI is simultaneously underwhelming and frightening. Read More

Financial market analysis and research publisher providing live stock market commentary and investor-focused insights. Read More

New research shows the traditional Shiller CAPE understates S&P 500 valuations. A value-weighted Component CAPE improves return forecasts and... Read More

Do you think it's fair that some people are better off financially than others? Does it perhaps matter whether those earnings stem from a... Read More

Capturing only what households consume, inflation stats miss the assets they hope to own.  Read More

Plus five more stocks under Morningstar’s coverage with big dividend increases. Read More