Economics


Fed President Says White House Attack on Fed Research Is Really About Interest Rates

National Economic Council Director Kevin Hassett criticized a New York Fed paper concluding that U.S. businesses and consumers have borne most tariff costs.

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SCOTUS Watch Resumes IEEPA Decision. Tariffs Didn’t Shrink Trade Deficit Much Last Year.

Investors await a Supreme Court ruling on Trump-era tariffs even as new data show last year’s tariff surge had little impact on the overall trade gap.

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The Reign of the Dollar Is Coming to an End. What Investors Can Do About It.

Investment in foreign stocks and debt could be juiced by a falling dollar.

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An AI Productivity Boost? Not in 2026, This Economist Says.

Michael Reid, head of U.S. economic research at RBC, sees sticky inflation and modest job growth this year.

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India’s Trade Success Isn’t Boosting Its Stocks

India and the U.S. have an interim trade deal that paves the way for lower tariffs. But challenges remain.

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A New World Order Is Here. Developing Countries Are Between a Rock and a Hard Place.

Developing nations must assert economic sovereignty without rejecting globalization, Rabah Arezki writes in a guest commentary.

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New York Fed’s Tariff Research Is the Latest to Draw White House Ire

National Economic Council Director Kevin Hassett suggested the researchers involved should be disciplined.

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AI Upheaval Has Delivered a Stock Picker’s Market for the First Time in Years

Forget the indexes. Active ETFs are hot, and stock picking is the new ‘Big Tech.’

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The Stock Market Needs a Spark to Ignite a Real Rally. What Could Light It.

The next week could prove crucial to Wall Street’s optimistic outlook for stocks.

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Are the Fed’s Economic Models Wrong? Future Rate Moves Depend on the Answer.

The White House says the Federal Reserve underestimates productivity gains. Not so, says Fed Chair Jerome Powell.

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Review & Preview: Saved by the Bell

Markets eked out a gain at the last second. Plus, what to know about the housing market ahead of the spring buying season.

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The ‘New Housing Crisis’ Isn’t New. What It Means If You’re Buying or Selling.

January home sales were abysmal, but that shouldn’t change the plans of buyers and sellers. Their local markets are what matter.

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Treasuries Can Be an Antidote to the Market’s AI Fears. Here’s Why.

More inflation data coming as signs suggest soft landing, shipping giant to buy U.S.-listed ZIM in $4.2 billion deal, and more news to start your day.

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Investors Should Look at Bonds, Stocks as U.K. PM Fights for Survival. Here's Why.

Bonds and stocks have held up well despite recent political uncertainty. Investors should take a look.

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European Stocks Rise. AI Trading Frenzy Takes a Breather for Presidents Day

Investors got a welcome break following weeks of wild trading as the market frets about AI disruption.

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PCE, Walmart, Palo Alto, Analog Devices, Deere, and More to Watch This Week

Cadence Design, Booking, Devon, and many more companies also report earnings this week. We’ll also see the personal consumption expenditures price index, Fed minutes, and durable goods data.

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Beijing Could Focus on the Shopper in the Year of the Horse. Smart Ways to Play It.

There’s a lot to celebrate after big wins in 2025 for the world’s second largest economy.

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Dow 50,000, We Hardly Knew Ye. Why Stocks May Have Peaked for Now.

Dow 50,000 could mark an interim top as AI fears hit new industries and hopes for interest-rate cuts diminish.

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Goldilocks Data Has Not Spurred a Stock Rally. Here’s Why.

A dovish inflation report may not be enough to offset the market’s AI slump.

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The Quiet Economic Force of Healthcare Jobs

Midlevel healthcare jobs more than doubled to 505,000 between 2010 and 2022.

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Trump Wants Lower Rates. The Fed Sees Little Reason to Comply.

Strong employment numbers and stubborn inflation are reasons the central bank could be in no hurry to lower interest rates.

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House Rebuke on Canada Raises Questions About Future Trump Tariffs

Analysts expect tariffs to stay in the mix as a source of leverage not just for economic but also geopolitical and security issues

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Home Sales Fell Off a Cliff in January. Why That Could Change Soon.

It’s a bleak start to a year that is expected to be slightly better for the housing market.

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The Jobs Market Looks Strong. These Warning Signs Show AI Is a Growing Threat.

Jobs report complicates Trump’s rate-cut push, Ackman reveals new stakes in Meta, Amazon, and Hertz, McDonald’s affordability push is paying off, and more news to start your day.

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Brace for a New Trade Fight With Canada and Mexico

The Trump administration is signaling tougher USMCA talks—and companies tied to North American supply chains could face months of volatility.

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