Inflation & Interest Rates
Peter Boockvar’s tells the global story of government bond yields and prices.
May 20, 2026
David Kotok offers insights and analysis on current economic and political issues and their potential impact on global financial markets. David’s articles and financial market commentaries have appeared in The New York Times, The Wall Street Journal, Barron’s, and other publications. He is a frequent contributor to Bloomberg TV, and Bloomberg Radio, Fox Business, and other media.
Peter Boockvar’s tells the global story of government bond yields and prices.
Our local university, serving more than 14,000 students, is again under attack in Sarasota.
We have witnessed repeated reports of unusual transactions right before public announcements. This is NOT corporate insider trading. Is it government insider trading?
We consider (1) what the US hantavirus outbreak response tells us about US readiness, (2) the consequential matter of public health messaging, and (3) the economic impacts of discouraging the treatment of depression and anxiety with SSRIs.
As this morning’s headlines suggest progress toward ending the Iran War, I reflect on the markets, a measure of hope, and the enduring problem of the IRGC.
We compare the US blockade of the Strait of Hormuz with selected blockades from WWI to the present and identify some limits of using economic isolation in a war ceasefire scenario.
Rapidly developing war-related negative sentiment sinks global stock markets. Then, a reversal and a powerful rally occur. The S&P makes a new high in record time. How to see this volatility? What I do with stock vol.
Only a political ignoramus can ignore the burning up of the planet.
Is it a blockade or is it a siege? These are forms of war not usually examined by the current crop of younger financial market agents. We advise studying history of sieges and their connection to economics.
This is a quick note about Utah and the measles outbreak there. If your family is not vaxed, do you really want to take your children to Utah for a summer vacation?
As the great economist, philosopher, and sage Yogi Berra wrote on the baseball: “It ain’t over till it’s over.”
