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.
Jeanine Pirro’s criminal investigation of Fed Chair Jerome Powell over a long-term, publicly reviewed Fed building project and over Powell’s related testimony is dominating the headlines. We assess market reactions and implications.
For me, 2025 was a year of accomplishments and change. Here’s to a year of navigating an eventful 2026 together!
We estimate the market-based pricing of outcomes of the forthcoming SCOTUS decision and its impact on interest rates and the term structure slope.
The Donroe Doctrine is not only about oil. For the US, it is also about national security.
The Trump Corollary, now the Donroe Doctrine, is shaping US policy toward the Americas. What is unfolding in Venezuela reveals its substance.
Given the news about Venezuela, we ask if Cuba is the next target of US policy under the Trump Corollary.
Pondering the future of the US dollar? This one-day Global Interdependence Center conference is for you.
Are winds blowing in our face or from our backs? Presidential lame duck status has an economic characteristic. And, in 2026, there’s a twist.
Recently I gave a talk about the history and the future of gold. Watch the talk or read the transcript.
Three recommended reports on the Venezuelan tanker provided perspective that included generally overlooked details worth knowing about, IMO.
I discuss RFK Jr.-aligned state health policy and its ramifications in Florida, the state where I live.
With Kathleen Hays on Central Bank Central yesterday, I discussed the expected rate cut, a divided Fed’s choices, inflation’s likely trending higher, policy shocks, Trump-o-nomics, the labor force, the bond market, the Fed’s critical job of maintaining financial stability, and the dollar. Join us!