Economics
The Euro Keeps Rising. The U.S. Is Helping.
European assets look like a haven from President Donald Trump’s mercurial U.S. policy and a possible implosion of U.S. tech stocks.
3 minute read
Europe Holds Interest Rates Steady, Following the Fed. Why the Weak Dollar Is a Factor.
Just like the Federal Reserve, policymakers across the Atlantic are in wait-and-see mode.
2 minute read
Google Shows the AI Trade Isn’t Dying, Just Changing. How to Play It.
Trump-Xi detente continues, Fed’s Lisa Cook says inflation progress has stalled, Bitcoin falls below $70,000, and more news to start your day.
Long Read
Fed’s Lisa Cook Says Inflation Progress Has Stalled
The Fed governor says the central bank must continue to focus on bringing down inflation to its 2% target.
3 minute read
Winter Storm Fern Packed a Wallop. Now the Cost Estimates Are Rolling In.
It’s on track to be the third most expensive winter storm in history.
2 minute read
Bessent Says the President Can Interfere With the Fed
Treasury Secretary Scott Bessent said at a congressional hearing Wednesday that the president has the right to interfere with the decision-making of the Federal Reserve.
3 minute read
Private Employers Added 22,000 Jobs Last Month. This Report Will Matter More.
Economists surveyed by FactSet expected to see a gain of 45,000 payrolls in the latest data release.
4 minute read
What Keeps CEOs Up At Night. Hint: It Isn’t AI.
Businesses face another year of unrelenting uncertainty, Dana Peterson writes in a guest commentary.
4 minute read
Why the Treasury Market Is Deathly Quiet—and What Ends the Lull
One possibility is that none of the developments have changed the math on interest rates. That could change.
3 minute read
Gold, Silver Are Volatile After Slump. Why Trump’s Warsh Fed Pick Is Bashing Prices.
Precious metals prices were volatile Monday following last week's Fed announcement.
1 minute read
The Fed Has a Major Blind Spot. It Is Finally Starting to See the Problem.
Fed governor Stephen Miran is calling attention to a long-neglected problem, Patrick McLaughlin writes in a guest commentary.
4 minute read
Oil Prices Fall 4% After Trump Says Iran ‘Seriously Talking’ With U.S.
Oil prices fell after positive signals from Washington and Tehran.
1 minute read
Trump’s Fed Pick Is Spooking Markets. Why Stocks, Bitcoin, Gold Are Reacting to Warsh.
This week’s jobs report could come with a shock, lawmakers contend with another government shutdown, Bitcoin hits 10-month low, and more news to start your day.
Long Read
Adjustable-Rate Mortgages Are Buzzy Again. What Borrowers Should Know.
Adjustable-rate loans have lower rates right now than fixed mortgages, offering buyers cheaper financing costs.
4 minute read
The Druckenmiller Connection: Meet the Man Behind Bessent and Warsh
The hedge fund manager is in the unusual position of having mentored two of the most powerful financial leaders in Washington.
Long Read
Stock Futures Are Falling Along With Oil. Gold, Silver Drift Higher.
More than 115 companies report earnings this week, including Alphabet on Wednesday and Amazon on Thursday.
1 minute read
A Wavering Warsh Comes to the Fed
Kevin Warsh will need to show humility around his newfound dovishness, Constance Hunter writes in a guest commentary.
4 minute read
Bitcoin Falls Again, Dropping Below $80,000. What to Know.
After ending Friday at $83,817 Bitcoin fell 7% to $78,092 by Saturday evening.
1 minute read
The CFTC Will Weigh In on Whether Prediction Markets Are Gambling
Chairman Michael Selig said that the CFTC would rectify the confusion left by its failure to issue clear rules for prediction markets, which the agency calls “event contracts.”
2 minute read
Partial Government Shutdown Starts After Senate Passes Revised Spending Deal
It’s unclear how quickly lawmakers in the House of Representatives will be able to vote on the bill.
4 minute read
What Warsh Means for Markets, Rates, and Housecleaning at the Fed
Investment strategists weigh in on President Donald Trump’s nomination of Kevin Warsh as chair of the Federal Reserve. Plus, investment newsletter commentary on Taiwan’s GDP, tech stocks, and population growth.
4 minute read
Wall Street Sees Warsh Pick for Next Fed Chair as a Win
Several portfolio managers reached Friday said they viewed Warsh as unlikely to cater to Trump’s whims or dramatically alter the Fed’ stance.
3 minute read
What a Warsh Fed Would Mean for Interest Rates and Inflation Policy
Kevin Warsh, President Donald Trump’s nominee for chair of the Federal Reserve, may find it challenging to persuade other voting members of the Fed to cut rates.
4 minute read
Gold and Silver Prices Fall Sharply as Trump Picks Warsh as Fed Chair. Here’s Why.
The prices of gold and silver sink Friday as markets react to President Donald Trump picking Kevin Warsh as his nominee for Fed chair.
2 minute read
Wholesale Inflation Ends the Year on a Firm Note
The producer price index for total final demand rose 0.5% in December, lifting the annual rate to 3%.
3 minute read
