Economics


The Next Financial Crisis Won’t Be So Different from the Last

The lack of will to police untested financial instruments is setting the stage for crisis similar to 2008, David Slovick writes in a guest commentary.

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Chicago Fed’s Goolsbee Throws Cold Water on Rate Cuts

Goolsbee warned against “front-loading” rate cuts.

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Could AI Lead to Rate Cuts? Fed Officials Weigh in.

AI could boost productivity and create job-market challenges, but neither would justify near-term rate cuts, said Federal Reserve Governors Lisa Cook and Christopher Wall. Their views are at odds with the White House.

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Drug Lord’s Death Tests Mexico’s Economy. What’s Ahead.

Despite the violence, Mexico’s markets have been rocking this year, lifted by the global tide of a weakening dollar and pent-up demand for emerging markets.

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Stocks Can’t Escape AI, Trade, and Geopolitical Risks. Can Nvidia Provide the Spark?

Stocks are stuck in a pattern of advance and retreat. The market needs a jolt. Can Nvidia provide it with one?

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The Bond Market Is Pricing in Trouble a Decade From Now

The 10-year Treasury yield has declined over the past year, but longer term debt tells a different story.

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Watch This Consumer Metric as a Recession Indicator

Interest rates remain a source of stress for many households, particularly amid persistent inflation and slowing wage growth.

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Mortgage Rates Dip Under 6%. 3 Things Weighing on Housing Stocks.

Mortgage rates fell to just below the 6% level that many economists view as an important psychological benchmark for home buyers.

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Packaging Stocks Are Today’s Leading Decliners. The Tariff Turmoil Doesn’t Help.

Cardboard prices unexpectedly fell in February, continuing a decline.

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Trump Tariffs, Nvidia Earnings, Iran Fears. A Storm Is Coming for Stock Markets.

White House defends trade deals, Hassett walks back demands for discipline of Fed researchers, takeover battle for Warner Bros. could wrap up soon, and more news to start your day.

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Trump’s Push and Pull on Tariffs Lowers Rates but Raises Uncertainty in Global Markets

President Donald Trump’s new tariff plan raises more questions than answers.

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Flight Disruptions Pile Up as Blizzard Dumps Snow on Northeast

Thousands of flights have been canceled or delayed on Sunday, with another 4,800 flights canceled for Monday, according to FlightAware.com.

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Man Shot and Killed Outside Trump’s Mar-A-Lago Home

The man, in his early 20s, had breached the secure perimeter of the residence, though President Trump was not there.

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Trump Adviser Kevin Hassett Walks Back Demands for Discipline of Fed Researchers

The White House economic adviser expressed regret for suggesting researchers be disciplined after they published data contradicting the administration’s tariff stance.

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The End of Tariffs? Not a Chance, These Economists Say.

The Supreme Court’s decision to strike down the Trump administration’s current tariffs marks a legal turning point, not a policy pivot, says Wells Fargo. Plus, investment newsletter commentary on GDP, AI spending, Fed policy, and Berkshire Hathaway’s holdings.

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The Stock Market Now Drives the Economy. How Much Longer Can That Last?

Policy decisions have fueled a bull market, which has enriched asset holders and driven consumer spending. But market cycles haven’t been permanently repealed.

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The Fed’s Hawkish Turn Poses Problems for Warsh. What It Means for Rates.

Kevin Warsh, President Donald Trump’s nominee for Fed chair, wants to lower interest rates. Most Fed officials believe rates are well positioned, given inflation.

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AI Investment Shines in a Sluggish Economy

Even after accounting for the effects of the federal government shutdown, AI represented nearly 60% of the growth in the U.S. economy.

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The Fed Can’t Fight the Kind of Inflation Americans Face

The rising cost burden on American families persists, potentially impacting company bottom lines.

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Supreme Court Strikes Down Tariffs. Don’t Expect Inflation to Fall Immediately.

Some higher costs may be unwound, but the Trump administration has vowed to find workarounds to impose tariffs.

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Inflation Picked Up in December, Paving the Way for a Pause at the Fed

The central bank’s preferred inflation gauge had been expected to show prices increased faster in December.

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Government Shutdown Hurt Economy More Than Expected. GDP Growth Was Just 1.4%.

Growth cooled in the quarter largely due to less government spending and a larger trade deficit.

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Markets, the Fed, the AI Boom Face a K-Shaped Test. Here’s Why.

Supreme Court’s looming tariff decision could shake markets, private credit worries mount, White House talks over stalled crypto bill drag on, and more news to start your day.

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