Commentary


U.S. Stock Gains Feel Good. Fight the Complacency.

The market faces tremendous uncertainties, Michael Clarfeld writes in a guest commentary.

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The Stablecoin Bill Could Solve One Problem Only to Create Another

Treasuries will be pulled into the shadow banking system, Derek Horstmeyer writes in a guest commentary.

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The High Cost of Weaponizing Tariffs

Americans will pay the price for the president’s political grudge against Brazil, Brian P. Klein writes in a guest commentary.

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The Dangers of a Paramount Bribery Probe

An investigation into standard risk management would set a bad precedent, Brett M. Decker writes in a guest commentary.

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Inflation Is Eating the Labor Market. Gains Are a Mirage.

This isn’t what a strong labor market looks like, Alí R. Bustamante writes in a guest commentary.

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Trump’s Megabill Is Ceding the Future to China

Things have never looked better for China’s EV and battery industries, William Pesek writes in a guest commentary.

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How Fannie and Freddie’s $7.7 Trillion in Debt Became Our Burden to Share

After 17 years of conservatorship, it is clear the government is in charge of the mortgage giants, Edward J. Pinto and Stuart McFarland write in a guest commentary.

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This New Stagflation Coming Won’t Feel Like the ’70s.

Homeowners especially will feel the pinch, Joseph Brusuelas writes in a guest commentary.

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The Cybertruck’s Future Is Brighter Than You Think

Tesla’s EV pickup truck has had its share of issues. Don’t write it off yet, Ben Z. Rose writes in a guest commentary.

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How to Think Ahead Amid An Unprecedented Global Transition

Familiar geopolitical rhythms have been knocked off-kilter, Christopher Smart writes in a guest commentary.

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Iran Doesn’t Need Missiles to Hurt the U.S.

Tehran’s cyber capabilities pose a potent threat to U.S. banks and business, Justin Sherman writes in a guest commentary.

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To Beat China on AI, Let the Market Lead

Lawmakers need to resist the impulse to regulate first, innovate later, write Keith B. Alexander and Jamil N. Jaffer in a guest commentary.

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Three Cheers for Jerome Powell

The Federal Reserve chair has shown remarkable patience under pressure from the president, Desmond Lachman writes in a guest commentary.

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Valuation Contagion Is the Private-Credit Risk No One Sees Coming

There is a flaw in the structure firms are using to make private credit available to retail investors, Amit Seru writes in a guest commentary.

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The U.S. Must Prepare for Iranian Regime Collapse

Supreme Leader Ali Khamenei’s regime could destabilize slowly, then all at once, Albert B. Wolf writes in a guest commentary.

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Oil Seems Resilient. Why Energy Markets Should Still Be On Edge.

The energy market is undergoing a live stress test, Carolyn Kissane writes.

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401(k)s Weren’t Built for the Gen Z Economy

A generation that changes jobs early and often needs a better retirement solution, Zach Buchwald writes in a guest commentary.

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Why Hasn’t Israel Attacked Iran’s Oil Exports? Restraint Is a Threat.

Israel has refrained from directly targeting Iranian oil-export facilities. It’s a calculated strategy, Skip York writes in a guest commentary.

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Trump Is Completing the Second Term Nixon Never Finished

The political and financial risks of the 1970s are back in the White House, Edward Price writes in a guest commentary.

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What Will Save the Economy If We Enter a New Recession

State and local governments pulled back on spending in the last recession. The Fed can help, J.W. Mason writes in a guest commentary.

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