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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


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


Global Monetary Base - Update through March 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 March 2026 with data released in April 2026.
InfraCap Management
Apr 91 min read


Stock Market Rally Likely in Mid April
The stock market is normally weak in March after the bulk of earnings season is over. After earnings season, there is a dearth of information from companies, so the news flow is dominated by short sellers, random acts such as war or negative political developments. This March is obviously particularly problematic with the Iranian war disrupting the oil market, fear mongering about private credit and numerous bear theses associated with AI. We estimate that the worst-c
InfraCap Management
Mar 153 min read
See Other Top InfraCapStories and Reports


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


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


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
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