top of page


COMMENTARY
MARKET AND ECONOMIC COMMENTARY:
Weekly & Monthly Updates


2026 Economic and Market Outlook
New York - December 1, 2025 ~ The team at Infrastructure Capital Advisors has completed its 2026 market and economic outlook with a brief recap of its 2025 outlook. This insight report covers the overall economy and the stock and bond markets. Review of 2025 Outlook: Published Jan. 2025 2025 Market & Economic Outlook Report: click here see the report. 2025 Market Outlook Summary : 2025 Stock Market and Economic Outlook: We are bullish on stocks with a 7,000 target on t

InfraCap Management
Nov 30, 20254 min read


Income Investing Strategies Under the Current Market Environment
Join Jay Hatfield, CEO of Infrastructure Capital Advisors, for a live webinar focused on income investing strategies in today’s market environment. During this session, Jay will discuss portfolio positioning under current market conditions, including where we are in the interest rate and credit cycle. The conversation will also cover investment approaches designed to seek consistent performance while helping manage volatility. Event Details Date: Wednesday, August 12, 2026Tim

InfraCap Management
Aug 101 min read


July 2026 Commentary and Economic Outlook
Explore the July 2026 Economic Outlook featuring Economy, Stocks, and Bond market analysis

InfraCap Management
Jul 156 min read


Global Monetary Base - Update through June 2026 and 2026 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 2026 with data released in July 2026.

InfraCap Management
Jul 131 min read


Global Monetary Base - Update through May 2026 and 2026 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 May 2026 with data released in June 2026.

InfraCap Management
Jun 81 min read


May 2026 Commentary and Economic Outlook
Explore the May 2026 Economic Outlook featuring Economy, Stocks, and Bond market analysis

InfraCap Management
May 256 min read


A New Lens on Nasdaq Income
Why the next chapter of options-income investing belongs to active management

InfraCap Management
May 125 min read


Fed Balance Sheet Can Only Be Reduced by Eliminating Interest on Reserves
The Fed Chair nominee, Kevin Warsh, has indicated he wants to shrink the size of the Fed’s balance sheet. Very few market participants understand that the size of the Fed’s net balance sheet is almost exclusively driven by the target fed funds rate. Specifically, the New York Fed conducts daily open market operations to maintain the Fed funds rate within the FOMC’s target range. Consequently, the Fed must maintain a net balance sheet consistent with the then current target

InfraCap Management
May 103 min read


April 2026 Commentary and Economic Outlook
Explore the April 2026 Economic Outlook featuring Economy, Stocks, and Bond market analysis

InfraCap Management
Apr 138 min read
See Other Top InfraCapStories and Reports


Income Investing Strategies Under the Current Market Environment
Join Jay Hatfield, CEO of Infrastructure Capital Advisors, for a live webinar focused on income investing strategies in today’s market environment. During this session, Jay will discuss portfolio positioning under current market conditions, including where we are in the interest rate and credit cycle. The conversation will also cover investment approaches designed to seek consistent performance while helping manage volatility. Event Details Date: Wednesday, August 12, 2026Tim


July 2026 Commentary and Economic Outlook
Explore the July 2026 Economic Outlook featuring Economy, Stocks, and Bond market analysis


May 2026 Commentary and Economic Outlook
Explore the May 2026 Economic Outlook featuring Economy, Stocks, and Bond market analysis
bottom of page
