Commentary


A More Resilient Treasury Market Benefits Everyone. How to Make It Happen.

Three key priorities can protect the market from shocks, Nate Wuerffel writes in a guest commentary.

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The AI Diffusion Rule is Over. What That Means for Trump and China.

The Trump administration’s plans to limit China’s advantage on AI could be a flashpoint, Justin Sherman writes in a guest commentary.

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Softening Tariffs Won’t Be Enough to Rescue the Economy

The administration’s other policy makes aren’t reversible, Michael Madowitz writes in a guest commentary.

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Putin Won’t Back Down Unless Trump Makes Him

There is little to suggest Russia feels serious pressure from the president to end the fighting, Angela Stent writes in a guest commentary.

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Smaller Tariffs Will Still Hurt. Where We’ll Feel the Pain.

The trade truce will China may keep store shelves stocked, but 10% tariffs will still slow the economy, Erin McLaughlin and Yelena Shulyatyeva write in a guest commentary.

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Trump Has Europe Spending Again. Now It Needs a Leader.

Money alone won’t get Europe through its new crisis, Christopher Smart writes in a guest commentary.

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A Stable Tax Code Would Ease an Uncertain Economy

Progress in Congress would give relief from constant whiplash of tariffs, Daniel Bunn writes in a guest commentary.

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Asian Leaders See Right Through Trump’s Tariff Man Act

China smelled weakness. Other leaders will too, William Pesek writes in a guest commentary.

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The Fed Put a Safety Net Under the Global Dollar. Could Trump Undermine It?

Withdrawing the Fed’s swap lines would be a step toward ending dollar’s role as a reserve currency, Vincient Arnold writes in a guest commentary.

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Inflation Is Creeping Into the Labor Market. Tariffs Are a Worry.

Tariffs could inhibit labor churn, Noah Yosif writes in a guest commentary.

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Trump Has A Bold Vision for Artificial Intelligence. Tariffs Could Wreck It.

A handful of companies could make or break Trump’s AI plans, Reva Goujon and Ben Reynolds write in a guest commentary.

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China Talks Are Better Than Nothing, But Don’t Expect Much of a Thaw

There is little sign either side is ready to make significant concession, Brian P. Klein writes in a guest commentary.

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Trump’s Tariffs Are Unbelievable. Literally.

Never has a policy promised so much from so little, Benn Steil writes in a guest commentary.

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Why the Fed Should Cut Rates—Even in the Face of Tariffs

The bigger risk is in waiting too long, Gregory Daco writes in a guest commentary.

3 minute read

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One Down, Dozens to Go. Trump’s Tariff Talks Get Harder From Here.

Managing simultaneous negotiations will tax an underpowered negotiating tea, Christopher Tang writes in a guest commentary.

4 minute read

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Uncertainty Isn’t Going Away. Embrace It.

Recent jumps in indexes of stock and bond volatility are likely to be permanent, Harley Bassman writes in a guest commentary.

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Trump Has Opened the Door to a New Saudi Oil-Price War

Markets should prepare for a sharp downturn in the oil price, analysts with a satellite oil-tracking firm write in a guest commentary.

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Trump Can Recover from the Tariff Mess. Here’s the Pivot.

A few smart policy moves could put the economy on a path to growth, Glenn Hubbard writes in a guest commentary.

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We’ve Been Wrong About Inflation for Years. Fixing It Now Requires New Thinking.

The low-inflation era isn’t coming back, Mark Blyth writes in a guest commentary.

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As Financial Regulations Fall Away, Fund Directors Need to Step Up

Investors will be exposed to new risks, Carolyn McPhillips writes in a guest commentary.

3 minute read

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