Financial Markets
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AIER’s Everyday Price Index Sees Modest May 2025 Increase
Disinflationary momentum is building, increasing the likelihood of rate cuts this year. Tariff risks and corporate pricing warnings persist.
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Physics Meets Finance: Theoretical Consequences of Man-Made Gold
Modern physics has managed to turn lead into gold. Is the end of scarcity in sight? Look to oil, rubber, and diamonds for clues.
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Regime Uncertainty and Market Uncertainty
When political rhetoric or fiscal policies threaten property rights or increase instability, private investors tend to withdraw.
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Business Conditions Monthly March 2025
With America’s ballooning debt load, a bond market backlash, and a Moody’s downgrade, fiscal space to respond to a downturn is rapidly evaporating.
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Starbucks Doesn’t Want to Talk about the Financial Impact of Plastic Straws Policy
The financial and environmental impacts of “sustainability” practices are not… well, sustainable. Why don’t corporations want to question their assumptions?
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How Equity Markets Reacted to Trump’s Tariff Announcements: The Data
The US has been by far the biggest loser in tariff negotiations. Indexes have fallen sharply.
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Turning Treasury Securities into Century Bonds Is a Dead End
While the idea of reducing interest costs by converting existing debt into ultra-long, low-yielding bonds might sound like a creative solution to America’s debt challenges, it fails every test of financial realism.
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Madison Didn’t Predict the Market as the Last Check on Power
Legislators may be cowed and agencies may be politicized, but financial markets connect policies to their impacts with brisk efficiency.
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Business Conditions Monthly February 2025
Broad inflation pressures seem to be easing, but consumer sentiment has plunged and business confidence is weakening.
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•
Victor David Hanson and his Smoot-Hawley Strawman
Economists don’t claim that tariffs caused the Great Depression, but tariffs make bad times worse.
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•
AIER’s Everyday Price Index Sees Modest May 2025 Increase
Disinflationary momentum is building, increasing the likelihood of rate cuts this year. Tariff risks and corporate pricing warnings persist.
-
•
Physics Meets Finance: Theoretical Consequences of Man-Made Gold
Modern physics has managed to turn lead into gold. Is the end of scarcity in sight? Look to oil, rubber, and diamonds for clues.
-
•
Regime Uncertainty and Market Uncertainty
When political rhetoric or fiscal policies threaten property rights or increase instability, private investors tend to withdraw.
-
•
Business Conditions Monthly March 2025
With America’s ballooning debt load, a bond market backlash, and a Moody’s downgrade, fiscal space to respond to a downturn is rapidly evaporating.
-
•
Starbucks Doesn’t Want to Talk about the Financial Impact of Plastic Straws Policy
The financial and environmental impacts of “sustainability” practices are not… well, sustainable. Why don’t corporations want to question their assumptions?
-
•
How Equity Markets Reacted to Trump’s Tariff Announcements: The Data
The US has been by far the biggest loser in tariff negotiations. Indexes have fallen sharply.
-
•
Turning Treasury Securities into Century Bonds Is a Dead End
While the idea of reducing interest costs by converting existing debt into ultra-long, low-yielding bonds might sound like a creative solution to America’s debt challenges, it fails every test of financial realism.
-
•
Madison Didn’t Predict the Market as the Last Check on Power
Legislators may be cowed and agencies may be politicized, but financial markets connect policies to their impacts with brisk efficiency.
-
•
Business Conditions Monthly February 2025
Broad inflation pressures seem to be easing, but consumer sentiment has plunged and business confidence is weakening.
-
•
Victor David Hanson and his Smoot-Hawley Strawman
Economists don’t claim that tariffs caused the Great Depression, but tariffs make bad times worse.