Economics


Where’s the Santa Claus Rally? Stocks Aren’t Following Traditional December Trends.

The S&P 500 is negative for the month. That doesn’t happen often in December.

3 minute read

Go to article

Stock Markets Struggle to Digest Jobs Data. How the Fed Can Soothe Fears.

Bostic says Fed should pause rate cuts, Warner Bros. to tell shareholders to reject Paramount bid, Medline set to trade in IPO, and more news to start your day.

Long Read

Go to article

Weyerhaeuser CEO Says It’s “Well Positioned” to Take Advantage of Industry Upturn

Devin Stockfish said the timber company is “operating from a position of strength” thanks to initiatives taken to lower costs and boost productivity. 

4 minute read

Go to article

Fed Should Pause Rate Cuts or Risk Diminished Credibility, Says Atlanta Fed’s Bostic

Raphael Bostic, president of the Atlanta Fed, say lowering interest rates further would fuel more inflation.

4 minute read

Go to article

Why the Stock Market's Fed Fixation Is Misplaced

Investors don’t need to worry about the central bank’s coming interest-rate decisions. Policymakers have their back.

4 minute read

Go to article

Gas Prices Inch Toward a 5-Year Low. What’s Driving the Drop.

A confluence of factors, ranging from an over supply of oil to seasonal patterns, are giving drivers relief at the pump for the holidays.

2 minute read

Go to article

Oil Prices Tumble to Lowest Levels Since 2021. Here Are the Big Concerns.

The world is awash with oil. The cost of gasoline is sliding.

3 minute read

Go to article

October Retail Sales Fell Flat. Weak Car Sales Weighed On the Data.

Consumer spending was flat in October, but underlying trends suggest that while Americans are tightening their belts, overall demand remains resilient.

3 minute read

Go to article

U.S. ‘Tech Force’ Aims to Beef Up Federal Expertise, AI Adoption After Purge

The program would hire 1,000 fellows for one- or two-year stints with the federal government, led and mentored by tech managers from the private sector.

3 minute read

Go to article

Wall Street Has Lots of Questions. Stock Markets Might Not Like the Answers They Get This Week.

Tech has carried the load this year. But there are many issues brewing into the end of 2025.

3 minute read

Go to article

Trump Will Pounce on Jobs Data. Why It’s a Crunch Moment for the Fed.

Delayed jobs and inflation data come out this week, Supreme Court tariffs decision looms, SpaceX could serve up a feast in 2026, and more news to start your day.

Long Read

Go to article

What Delayed Jobs and Inflation Data Will Mean for Markets

This week, the market will get the gift of delayed government data—though they may be more like stocking stuffers than showstoppers.

4 minute read

Go to article

Stock Futures Drift Lower. A Big Week of Economic Reports Is Coming.

The Bureau of Labor Statistics will release the November jobs report on Tuesday, and the November consumer price index on Thursday. Both updates were delayed by the 43-day government shutdown.

2 minute read

Go to article

The Supreme Court Tariff Decision Might Be Coming Soon. 3 Possible Outcomes.

Lawyers see a small chance that the ruling could come out this week.

Long Read

Go to article

China Doubles Down on Boosting Domestic Demand

That’s good news for Chinese equities, including tech, financials, and healthcare, says UBS. Plus, investment newsletter commentary on the U.S. deficit, the Federal Reserve’s asset purchases, and the 2026 market outlook.

Long Read

Go to article

Fed Officials Signal Divided Path Ahead For 2026

Fed officials are split over inflation risks and the labor-market outlook after December’s rate cut, signaling an uncertain path for policy in 2026.

3 minute read

Go to article

Why This Top Advisor Is Bearish on the Economy, But Bullish on Berkshire, Microsoft, and Deere

The managing partner of $6.3 billion Douglass Winthrop Advisors thinks higher inflation and tariff uncertainty could trip up the economy, but he’s still bullish on stocks like Microsoft, Berkshire, and Deere.

Long Read

Go to article

The Stock Market Is Rotating Out of Big Tech. A December Data Deluge Could Dictate the Next Move.

This week was ugly, with big losses for Oracle and Broadcom following earnings reports. Are investors are suffering from FOB—a “Fear of Bubble”?

3 minute read

Go to article

Trump Is Freddie Mac’s Biggest Opportunity—and Risk. This Analyst Is Bullish.

Investors are betting on a new public offering of Freddie Mac and the eventual release from government conservatorship.

2 minute read

Go to article

Why the White House Says Inflation Is 2.5%—and Why It's Actually Higher

Inflation was 3% year over year in September, according to the Bureau of Labor Statistics.

2 minute read

Go to article

Hassett Says He Would Be Independent at the Fed. Some Who Know Him Worry.

Barron’s spoke with former colleagues of the leading candidate to replace Chair Jerome Powell.

Long Read

Go to article

Value Stocks Have Hit Their Stride. What They Need Next.

The Russell 2000 Value Index is up almost 12% from the low point it hit in late November, while the Nasdaq has gained 6%.

4 minute read

Go to article

India Is Poised for a Rebound. 3 Stocks to Consider.

Underperformance has made India’s notoriously expensive stocks cheaper, while Prime Minister Narendra Modi and the Reserve Bank of India are looking to juice the economy.

3 minute read

Go to article

The Fed Might Not Be Done Cutting Rates. The Labor Market Is a Factor.

Markets continue to price in over two cuts in 2026, betting that labor-market softness will outweigh lingering inflation pressures.

4 minute read

Go to article

Oracle and the Fed Were Expected to Provide Wall Street With Answers. Only One Delivered.

Investors got only half of what they wanted from two key updates—and now stocks are falling.

3 minute read

Go to article

of 20 pages