RealClearMarkets Week of September 1, 2025 Archives

RealClearMarkets Off The Street

Tuesday, September 2

The Fed Has An Inflation Problem; They'll Cut Anyway

Sonu Varghese Carson Group

Techno-Politics is Fueling Public Anger

Jacob Howland UnHerd

Nvidia Is How Big?

Bespoke Bespoke Investment Group

September Is Stocks' Worst Month. Maybe Not This Year

Martin Baccardax Barrons

Capitalism In The Cracks: Japan's Microspaces

Katarina Hall Reason

Donald Trump Is A Globalist

Joshua Keating Vox

Some Charts That Will Surprise You

Ben Carlson A Wealth of Common Sense

Wednesday, September 3

7 Reasons to Stop Freaking Out Over the Fed

Dan Lefkovitz Morningstar

She Avenged Caitlin Clark. Now Sponsors Love Her.

Tania Ganguli New York Times

Extensive Linkages Between the US and Europe

Torsten Sløk Apollo Academy

Shakedowns For A Sovereign Wealth Fund?

Tad DeHaven Cato @ Liberty

Regulatory Reform: Delete, Delete, Delete

Jon Brodkin Ars Technica

The Temptation Of AI Hype

Joe Wiggins Behavioural Investment

Here Comes The Worst Month Of The Year

Ryan Detrick Carson Group

Thursday, September 4

Can the Gold Rush Continue? Warning Signs Emerge

Amy C. Arnott Morningstar

Prosperity Is Democracy's Best Defense

James Pethokoukis AEIdeas

Yes, America Has a Housing Emergency

Paul Krugman Paul Krugman

The Cost of Comfort: Why LIV Golf Is Failing

Ted Lamade Ted Lamade

Coffee Beans, Houses, and the Great Enrichment

Byron Carson The Daily Economy

A Short History Of Silicon Valley Techno Pipe Dreams

Philip Ball Aeon

Miran's Futile "Plan" For Currency Devaluation

Jai Kedia & Norbert Michel Cato

Friday, September 5

The Consequences of Cooking the Fed's Credibility

Paul Krugman Paul Krugman

How Ben Franklin Saved America

Jason Zweig Wall Street Journal

Bulls & Bears, Convictions and Concerns

Louis-Vincent Gave Evergreen Gavekal

How France Built 40 Reactors In 10 Years

Alex Chalmers Works in Progress

Robots Are The Real Winners of America's Trade Wars

James Pethokoukis AEIdeas

Companies Hiring Humans To Fix What AI Messed Up

Noor Al-Sibai Futurism

Who Will Be In Charge of Interest Rates?

Claudia Sahm Stay-At-Home Macro (SAHM)