Economics


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.

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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.

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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.

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AI Fears Eclipse Fed Rate Hopes. Why Oracle Earnings Should Concern Stock Markets.

Tariffs are in focus as Trump administration awaits court ruling, Paramount Skydance takes fight to Warner Bros. shareholders, and more news to start your day.

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The U.S. Economy Looks Stable for 2026—and You’ll Feel Better About It, Too

Economists expect GDP to benefit from numerous tailwinds, including lower interest rates, AI spending, and hefty tax refunds.

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Amazon Expands Same-Day Grocery Delivery. Rival Stocks Are Falling.

The company has long offered grocery delivery via its Amazon Fresh and Whole Foods Market services, but it only recently included perishable groceries.

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Mortgage Rates Tick Lower After Fed Move. What It Means for Home Sales.

The Fed’s decision to cut interest rates helped moved the 10-year Treasury yield lower—and mortgage rates by extension.

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Home Builder Stocks Rise. It’s a Sigh of Relief After Fed Cut Rates.

The 10-year Treasury yield, which informs the direction of mortgage rates, was heading lower after the Fed’s rate cut.

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U.S. Could Consider an Exit From Mexico and Canada Trade Deal, Official Says

Exiting, revising, or renegotiating the U.S.-Mexico-Canada trade agreement is “all on the table.”

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S&P 500 Stocks and Gold Haven’t Rallied Like This for Decades. Why It's a Warning.

Gold prices and S&P 500 stocks have climbed in lockstep. That could be a sign of a bubble, according to researchers.

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The Fed’s Divided on Rates. Why Stock Markets Can Rise Through 2026 Anyway.

What a SpaceX IPO could mean for Tesla shareholders, Pfizer pursuing next weight-loss drug in Chinese labs, more news to start your day.

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Home Depot Warns a Home-Improvement Recovery Is Still Far Off

Home Depot’s guidance reflects a “reality check” that the much-anticipated home improvement spending rebound has not yet begun.

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October Job Openings Were Higher Than Expected. Why a Rate Cut Is Still Likely.

The JOLTS data had been delayed due to the government shutdown and the agency published September and October data together.

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Trump Will Give Farmers $12 Billion. The Stocks That Could Get a Boost—Ones That Won’t.

The aid money is likely to benefit seed and crop protection makers sooner than machinery makers.

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Americans See Inflation Stuck Where It Is Now

The most recent PCE index showed prices are increasing at a faster rate than the Fed’s 2% target.

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Stocks Head for Third Year of Big Gains. Inflation Could Derail a Fourth.

Fed rate decision looms, Trump to outline economic policies, Netflix’s Warner Bros. Discovery deal, and more news to start your day.

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Stock Futures Little Changed. Markets Await Fed’s Decision.

On Wednesday, the Fed will announce its interest rate decision and release the latest Summary of Economic Projections, followed by remarks from Fed Chair Jerome Powell.

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Why Consumers May Keep Spending Despite Affordability Angst

While President Donald Trump this week called concern about the cost of living a “con job,” the strain American households are feeling is real.

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On Larry Summers and the Case for Being Banned ‘Forever’

The punishment doesn’t fit the crime and is counterproductive, Barron’s Andy Serwer argues.

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The Most Important Industry Isn’t AI. It’s Healthcare.

Artificial intelligence is propping up the stock market, but healthcare is propping up the economy. Government actions might put that at risk, Ali R. Bustamante writes in a guest commentary.

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PCE Report Says Inflation Isn’t a Problem. The Bond Market Disagrees.

Treasury yields are on the move. And not in a good way.

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Forget Friday, the Rest of December Is Full of Landmines for the Stock Market

Lots of questions, few real answers, but no volatility. It’s weird out there.

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Costco’s Sales Rise Ahead of Earnings Report. The Stock Is Dropping.

Costco’s digitally enabled comparable sales jumped 20.5% in the company’s first fiscal quarter.

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In This Market, Beware the Fat Cannibal Staredown

A K economy features two large groups, one rising, the other falling. One reason for that development is a small number of tech behemoths hungrily eyeing one another’s addressable markets.

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