RealClearMarkets - Opinion, News, Analysis, Video and Polls

President Donald Trump’s antagonism toward Canada and Mexico is destroying an economic and security partnership that that enables the... Read More

As voters focus on AI data centers and affordability, the market impact will depend on the results. Read More

The dollar is the US's greatest chokepoint and source of leverage. We shouldn't put its dominance at risk. Read More

Equity issuance is negatively correlated with future returns. Read More

A stigma that holds back young people from choosing skilled trades may be melting as more countries appreciate what’s needed for crafts in... Read More

Who the hell is CHAD? Read More

And the lesson for the rest of us. Read More

America's national debt has surpassed $40 trillion, burdening every citizen with roughly $117,000 in debt as interest costs reach $1 trillion... Read More

There’s no there there to the French national debt story. Basic market signals confirm as much. What has the market-friendly media in... Read More

Since oil and gas prices surged, headlines warned hot inflation would quash spending. And with it, GDP and stocks. Yet six months in, the... Read More

With weeks to go before the midterm elections, Republican candidates are being greeted by headlines like these: Read More

In 1948, the German philosopher Josef Pieper warned of a world of "total work," in which life is subsumed in labor and the capacity to enjoy... Read More

Just in time for Halloween, Wall Street has a new hobgoblin. It’s called the persistent agent, and on the scariness scale, it falls... Read More

For the last few weeks, the debate on artificial intelligence and safeguards has focused on frightening questions — namely, could AI... Read More

Senate negotiators last week unveiled a compromise bill that, if passed, would constitute the most important reform to the American energy... Read More

“Something About Russia Insisting Everything Is Fine After the Lab Leak Death Is Making Us Nervous,” ran one headline. As the sign above... Read More

Lawfare has long been used against politicians in Europe, including Marine Le Pen (the leading candidate for the French presidency will now... Read More

Wall Street loves to make things seem more complicated than they need to be. Read More

Bill Pulte has moved aggressively since taking over the Federal Housing Finance Agency (FHFA), promising greater competition and lower costs... Read More

Wall Street has gotten nervous about data centers, and the nervousness has spread to everything that touches them. Oracle sent a force... Read More

“I’ve been voting Republican my whole life. I’m super conservative,” Pine Tree superintendent Steve Clugston tells... Read More

Investors allege Wall Street’s biggest names inflated their marks. Read More

Right now, there’s something weird happening in junk bonds. Read More

AI models have commoditized as prices fall 41% while tokens surge 50%. The winning strategy is partnering, owning the interface, & harvesting... Read More

Good policy decisions could enable America to keep scaling compute while minimizing costs. Read More

The recent sharp surge in Treasury yields may reflect the feedback loop dynamics that can sometimes take over in the bond market. Read More

From Maine to Michigan, voters are fed up with tariffs and trade wars. Read More

The Plaza Accord was originally meant to be part of a broader restructuring that Japanese economists and policymakers themselves recognized... Read More

For the first time since August 13, the S&P 500 closed at a new all-time high! Congratulations to all the bulls out there who held firm,... Read More

It is our opinion that investors are underestimating the power of this demand pull away from riskless Treasury markets to what investors... Read More

Man Group pushes back on the idea that bonds no longer belong in long term portfolios, studying US Treasury returns across more than a... Read More

Several forces suggest rates may peak within the next month. Read More

The AI boom isn't yet visible in the productivity stats. Read More