RealClearMarkets Week of September 14, 2026 Archives

RealClearMarkets AM Update

Monday, September 14
Bessent’s Interventions Could Instigate a Downturn
Charles Gasparino New York Post
Quick Guide to Betting Against Scott Bessent
Stephen Kirchner Institutional Economics
They Spent Their Lives Saving, Now Retirees Afraid to Spend
Daniel de Visé USAT
The Brits Didn't Do During the Blitz What We Did During Covid
Rob Smith RealClear
Modern Monetary Theory: Failed Notion That's Old As Money
John Tamny Forbes
Socialists Are Sapping U.S. Cities: Money Is Running Out
Joel Kotkin Yahoo News
Prediction Markets Signal a Repricing of the Trump Coalition
Ryan Ricci Hedgeye
Post 9/11, the Markets Fought Back Amid Grieving
Market Minder Fisher Investments
Tariffs Keep Making U.S. Cost More Without Making It Stronger
Sheryl Du RCM
For Jensen Huang, I'll Break My Magazine Cover Rule
Stephen McBride RiskHedge
Washington Needs a 'Washington Consensus'
Benedict Clements & Steve Kamin RCM
Why Sam Bankman-Fried Case Should Spook AI Elite
Jason Willick Washington Post
AI "Pauses" Will Regulate the U.S. Into Second Place
Michael Aaron Cody RealClear
Why Tech Heavies Are Willing to Risk Apocalypse
Michelle Goldberg New York Times
The So-Called "AI Crisis" Recalls "Warming" Crises of Old
Editorial Issues & Insights


Tuesday, September 15
A Rate Hike Would Validate What's Already Priced
Joe Calhoun Alhambra Investments
The Fed May Be On the Verge of a Serious Rate Mistake
Greg Robb Marketwatch
Making Bullish Case For a Rate Hike From Federal Reserve
Alex Rosenberg Barron's
The Dem Senate Candidate Who Wisely Defends Oil
Robinson Meyer New York Times
Holman Jenkins Reveals Real Crisis, & It's Not the National Debt
John Tamny RCM
Memo to Vance & GOP: Stop Failing to Outspend Left
David Harsanyi New York Post
JD Vance's Social Engineering Is Costly and Unprincipled
Jeffery Degner RealClear
Contra Trump, Companies That Maintained DEI Did Just Fine
Michael Hiltzik LAT
Republicans Need Reagan Vision of Freedom, Capitalism
Arthur Herman Fox News
Trump’s $5k Down Payment On the Entitlement State
Wayne Crews The Daily Wire
Left-Wing Media Feed Flock Abt. Trump, Food Prices
Terry O'Brien American Thinker
Why Capital Prefers a Power Plant To a Megawatt Saved
Sergey Kyunttsel RealClear
Missing the Mark on New York's Fiscal Crisis Recovery
Nicole Gelinas City Journal
Trucking Crackdown: Safety Rule or More Populist Politics
Jonathan Dever RCM
A Case For Single Men As Our Economic Peril
Editors Committee to Unleash Prosperity


Wednesday, September 16
An Easy Social Security Fix: Will Congress Get on Board?
Elizabeth O'Brien Barron's
Pres. Trump's Canada Tariffs Could Cost Him Red States
Merrill Matthews The Hill
There's Something for Everyone In August Inflation
Market Minder Fisher Investments
Raising Rates Will Curb Inflation, Increase Fed Credibility
Editorial Washington Post
Fed Will Fix Inflation It Allegedly Created? Only In 'Economics'
John Tamny RCM
Follow the Money: MAGA Is the New Working Class Party
Peter Navarro RealClear
'Biggest Oil Deal In World History': Questions
Humberto Bricero Leon Civitas Institute
Stocks Have So Far Survived Rising Treasury Yields...
Michael Kramer Marketwatch
The Extraordinary Importance of Being Indebted –
Theodore Dalrymple Law & Liberty
A Declaration of Independence From Basel III
Jonathan Macey & Logan Beirne RCM
Better Ways to Boost Economy Than with $5,000 Checks
Editorial Issues & Insights
The Seeds of Corporate Politicization Have Already Been Planted
Curtis Hill RCM
Before Elon Musk Builds a Million Robots, Follow the Money
Eric Fry InvestorPlace
Don't Punish U.S. Workers & Consumers for the EU's Follies
Norm Singleton RCM
Amodei’s Essay Was Gutsy, Didn’t Go Far Enough
Sebastian Mallaby New York Times
Beware AI Bosses & Their "Please Regulate Us" Bait/Switch
Editorial New York Post


Thursday, September 17
One Hike Today, and the Fed Signals More to Come
Brian Wesbury & Robert Stein FTA
Warsh Broke Greenspan-Bernanke Rule, and the U.S. Will Pay
Peter Navarro RCM
Examine Them Less, but Make Them Hold More.
Richard Roberts RealClearMarkets
Feeling Betrayed, Canada Starts a Post United States Pivot
Rafi Schwartz The Week
2025 Was Miracle Year For the U.S. Economy
Editors Committee to Unleash Prosperity
Luddite Reaction to Screens No Wiser Than 19th Century Version
John Tamny RC
Can Scott Bessent Purchase Treasury Yields Down?
Jackson Mejia Civitas Institute
Why President Trump Really Promised You $5k
Theodore Johnson Washington Post
If It Learns From '84, LA Can Reap Olympic Benefits
Wayne Avrashow California Post
The National Debt Never Scared Me. It Scares Me
Jared Bernstein New York Times
When Value Creation's Less Valuable Than Political Access
Shahid Islam RealClear
NFL Kickoff Triggers a High-Stakes Prediction Market War
Nick Devor Barron's
Lower Gasoline Prices Requires Ending Climate Shakedowns
Jason Isaac The Hill
With Oil's Vicissitudes, "This Time" Isn't Different
Market Minder Fisher Investments
Unbalanced Treatment of the Balance of Payments
Edward Lopez & Jon Murphy RCM


Friday, September 18
Jeffrey Gundlach Moving as Far From AI As Possible
Barbara Kollmeyer Marketwatch
America's Using the Wrong Artificial Intelligence Scoreboard
Paul Meeks RealClear
There Are Exciting Growth Opportunities Well Away From AI
Jack Hough Barron's
AI Not Replacing MDs, It's Re-Imagining Healthcare
Chirag Patel RealClearMarkets
The Fed Erred, But Really It's Too Small To Matter
Market Minder Fisher Investments
Three Paths For Economy. Only One Is Good
Mohamed El-Erian The New York Times
Production In Tennessee AND China Doesn't Hurt Arkansas
John Tamny RealClear
Headline You Did Not See Wednesday, But Should Have
Editors Unleash Prosperity
Don’t Reflexively Blame Phones for Teen Sadness
Dario Marino Manhattan Institute
America's Trade War With Canada Is War of Choice
David McGarry RealClearMarkets
Inequality Has Grown Under Trump
Cristina Tello-Trillo & Sara Estep & Corey Husak CAP
Don’t Rely On Poison Pills To Stop the Billionaire Tax In CA
Editorial California Post
Want People To Believe In Democracy? Simply Tax a Billionaire
Sarah Pray The Hill
Colorado Losing Econ Ground As It Becomes D.C.
Amy Oliver Cooke RealClearEnergy
The Populist "Get Out of Jail Free" Economic Fallacy
Jarrett Skorup RealClearMarkets
Saturday, September 19
Why Raising the Payroll Tax Wouldn't Fix Social Security
Editorial Washington Post
There's a Way to Fix Social Security, & It Might Surprise You
Ted Jenkin Fox News
Cures For Every Human Malady Hide In Plain Sight
John Tamny RealClearMarkets
What Fed's 130-Word Statement Means for Market Stability
Steve Goldstein MW
The Fed Just Revealed Something Big About AI Boom
Louis Navellier InvestorPlace
Operation Economic Outcast Will Lose Friends, Boost Enemies
Wes Martin RCM
Americans, Working With Government, Must Shape AI
Editorial The New York Times
Who’s Producing the Hysterical Anti-AI Advertisements?
Editorial Issues & Insights
The Iran War Is Draining the U.S. Economy. Let's End It
Nicole Russell USA Today
Liz Warren Came to Dance On a Grave. Corpse Was at Home
Gregory Schroeder RC
CA AG Rob Bonta 'Will Have to Own It' If Paramount Leaves
Editorial California Post
With Multi-family Home Investment, Learn to Catch Falling Knife
Ivan Barratt RCM
Monday, September 21
Gold's Rushing Out of United States? Cue the Panic?
Matthew Lynn Washington Post
The Federal Reserve Is Fighting the Wrong War On Inflation
B. Oak McCoy The Hill
Kevin Warsh Interest Rate Hikes Revive the Paul Volcker Myth
John Tamny Forbes
90% of Retirees Making This Miscalculation with Savings
Beth Pinsker Marketwatch
When the Most Powerful Men In AI Agree, Read Fine Print
Imran Khalid RealClear
Hurricanes Are the Past, Lies About Warming are Present
Editorial Issues & Insights
The U.S. Treasury's Multi-trillion Dollar Rate Mistake
James Carter RealClearMarkets
Trump's War Costs Us at Pump
Ryan Mulholland & Courtney Federico Ctr. for Am. Progress
Pulling the Plug on Bidenomics’ War on Affordable Power
E.J. Antoni Townhall
Trump’s Canada Trade War Will Make U.S. Backward Again
Bob Rae The UnPopulist
California's Missing Out On America's Working-Class Boom
Editorial California Post
The Billionaire-Free Packers Stay True To the Game
Robert Geline New York Times
No, High New York Tax Rates Aren't 'Millionaire Friendly'
Ken Girardin City Journal
Forget Paying Your 'Fair Share': How Politicians Collect More
Ted Jenkin Fox News



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