RealClearMarkets Week of August 17, 2026 Archives

RealClearMarkets Research Reports

Monday, August 17
Tariff Refunds Are A Tailwind For US Growth
Torsten Slok Apollo
Retail Sales That Weren't As Bad As They Looked
Richard Moody Regions Bank
A Rough Reception for GDP In the UK
Market Minder Fisher Investments


Tuesday, August 18
The Data Center Boom Is a Texas Story
Torsten Slok Apollo
Long TIPS Yield 3%. Time To Buy?
William J. Bernstein Advisor Perspectives


Wednesday, August 19
A Mixed Outlook For S&P 500 Dividends
Ironman Political Calculations
What's Behind The Bond Yield Spike
James Picerno The Capital Spectator
The Second Space Age: Reshaping The Final Frontier
George Lee Goldman Sachs


Thursday, August 20
Fiscal Deficits, AI Demand & Inflation Pressure Bonds
Sonu Varghese Carson Group
Healthy And Energized At All Time Highs
Bespoke Bespoke Investment Group
The Global Fertility Freefall
Tomáš Sobotka Science Direct


Friday, August 21
The Long and Winding Stock Market Road
Bill Smead Smead Capital Management
The Tax Gains from Moving Across State Lines
Daniel Di Martino Manhattan Institute
Why Higher Rates Aren't Slowing The Economy
Torsten Slok Apollo



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