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COMMENTARY
MARKET AND ECONOMIC COMMENTARY:
Weekly & Monthly Updates


Trade Deals Imply Significantly Lower Budget Deficits
he US agreement with the EU setting a 15% tariff on most goods sets a floor of at least 15% on all imports with many categories like steel and aluminum having tariffs of 50%
InfraCap Management
16 minutes ago1 min read


July 2025 Commentary and Economic Outlook
Explore the July 2025 Economic Outlook featuring stock market projections, bond market analysis, inflation forecasts, and commodity trends. Get insights on Fed policy, tariff impacts, and the evolving job market.
InfraCap Management
Jul 208 min read


Tariffs Projected to Significantly Lower the Budget Deficit
Tariffs are the equivalent of a sales tax, although, unlike a pure sales tax, exporters and the retail value chain do absorb a portion...
InfraCap Management
Jul 202 min read


Global Monetary Base - Update through June 2025 and 2025 Forecast
The team at Infrastructure Capital Advisors tracks the Global Monetary Base, defined as currency in circulation plus bank reserves, as an indicator of current and future interest rates. This article provides data and insights through June 2025 with data released in July 2025.
InfraCap Management
Jul 201 min read


June 2025 Commentary and Economic Outlook
Explore the June 2025 Economic Outlook featuring stock market projections, bond market analysis, inflation forecasts, and commodity trends. Get insights on Fed policy, tariff impacts, and the evolving job market.
InfraCap Management
Jun 217 min read


Oil Price Spike to Cause Stagnation
We now believe that the recent surge in oil prices will cause an uptick in inflation resulting in stagnation, so we are declaring victory...
InfraCap Management
Jun 182 min read
See Other Top InfraCapStories and Reports


Trade Deals Imply Significantly Lower Budget Deficits
he US agreement with the EU setting a 15% tariff on most goods sets a floor of at least 15% on all imports with many categories like steel and aluminum having tariffs of 50%


Tariffs Projected to Significantly Lower the Budget Deficit
Tariffs are the equivalent of a sales tax, although, unlike a pure sales tax, exporters and the retail value chain do absorb a portion...


June 2025 Commentary and Economic Outlook
Explore the June 2025 Economic Outlook featuring stock market projections, bond market analysis, inflation forecasts, and commodity trends. Get insights on Fed policy, tariff impacts, and the evolving job market.
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