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NEW RESEARCH
Saving, Investment & Growth: our new brief on why capital formation still drives long-run growth.
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Join date: Apr 30, 2021
Posts (102)
Oct 8, 2026 ∙ 1 min
Hawkish Central Banks Melting Down Global Economy
Global central banks have irrationally reacted to an oil price shock with rate hikes, led by the ECB. This action is contrary to conventional economic theory as oil price spikes weaken the economy and rate increases further weaken the economic growth but do nothing to address energy driven inflation. That is why central bank inflation targets are based on core inflation not headline inflation. The global bond melt down is led by the French 10-year which is down over a point today to 4.9%...
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Oct 7, 2026 ∙ 7 min
October 2026 Commentary and Economic Outlook
Explore the October 2026 Economic Outlook featuring Economy, Stocks, and Bond market analysis
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Oct 2, 2026 ∙ 2 min
Weak Jobs Report Validates Bullish Bond View
The job report came in weak at 29k vs. expectations of 90k and with net two-month revisions at negative 60k.
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InfraCap Management
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