Economy & Policy


Inflation and Labor Data, Oracle, Hewlett Packard, Adobe, and More to Watch This Week

This week’s economic data will shine a light on consumer prices, jobs and turnover, and small business optimism. Dollar General, Casey’s, are among a relative handful of companies that will report earnings.

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You Might Still Have a Shot at Mortgage Rates Below 6%. Timing Is Trickier Than Usual.

Those watching for signs of the direction of mortgage rates should watch the 10-year Treasury yield, a benchmark for mortgage rates that moves with economic expectations.

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The Odds of Financial Crises Are Rising. Will the U.S. Be There to Help?

The U.S. historically leads recovery efforts. That is becoming less certain, Robert Hormats writes in a guest commentary.

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Europe Gains Edge in Trade Tussle With U.S. What Comes Next.

President Donald Trump may have a hard time dictating terms to Europe, and other trade partners, when they re-engage later this year.

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The Government and the Private Sector Can’t Agree on Jobs. The Fed Has to Pick a Side.

The Bureau of Labor Statistics overcounted employment by 911,000 jobs for the 12-month period ending in March 2025.

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A Winning Blue-Chip Fund Flips the Script on the AI Trade

The Schwab US Dividend Equity ETF is trouncing the S&P 500 this year, reflecting investors’ renewed interest in “hard hat” sectors after years of obsession with Silicon Valley.

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Job Market Is In a Funk With Little Chance of Perking Up, Analyst Says

Payrolls grew by an average of just 18,000 in each of the past three months. Plus, market newsletter commentary on China’s reduced growth target, higher oil prices, AI stocks.

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How the War in Iran Changes the U.S.-China Calculus

The conflict may flip which country has the upper hand heading into the Trump-Xi negotiations next month, Diana Choyleva writes in a guest commentary.

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Review & Preview: Trouble at Home

A week that focused on war in the Middle East ended with renewed worries about the U.S. economy.

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The Fed Will Cut Rates This Spring if Job Weakness Continues

February’s dismal jobs report suggests the Federal Reserve may loosen monetary policy, even if inflation remains entrenched.

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How the Iran War Impacts Ukraine

President Trump says the U.S. has ample munitions. Ukraine forces battling Russia hope that is the case.

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U.S. Says It Plans to Set Up Tariff Refund Process for Importers

The U.S. government plans to set up an electronic process for importers to request tariff refunds in the next 45 days, according to a court filing.

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Retirees, Don’t Do Anything Rash With Your Portfolios

This market is volatile, but the S&P 500 is still up around 18% over the past 52 weeks.

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The Stock Market’s New Fear Is an 11-Letter Word That Crushed the Economy in the ’70s

Soaring oil. Slumping jobs. Fears of renewed inflation. How much can stocks take before giving up the ghost?

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AMD and Nvidia Are on a Tough Run. New U.S. Chip Export Rules Wouldn’t Help.

Possible new rules on chip exports could complicate the chip companies’ hopes of capitalizing of the estimated $1.5 trillion “sovereign AI” market.

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Big Meat in Washington’s Crosshairs as Beef Prices Soar. What It Means for Tyson Foods, Other Stocks.

Large processors argue scale is necessary to keep meat prices affordable.

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Gold Set for First Weekly Drop in Over a Month. Why It’s No Haven as Iran War Escalates.

The precious metal has fallen around 3% this week even as the conflict in the Middle East has intensified.

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Markets Have Weathered the Iran War. Why Another Week Could Break Them.

States sue to block Trump’s latest 10% import tariffs, BlackRock sparks fresh fears about private credit, Berkshire’s new CEO restarted company share buybacks, and more news to start your day.

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Trump’s Gold Card Is a Hard Sell. The Million Bucks Is Only 1 Reason.

Questions about the immigration program’s cost and legality have wealthy foreigners weighing other options, their lawyers say.

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Trump Suggests Cuba May Be Next in Line for U.S. Intervention

Trump made the remarks from the White House, where he was hosting Inter Miami CF to celebrate its Major League Soccer championship last year.

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The Stock Market Is Getting Wrecked by Real World Worries. What to Do Now.

Worries about global conflicts are overshadowing the AI enthusiasm that once dominated the market.

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Will the Iran War His the U.S. Economy? Watch Oil Prices.

Crude prices would need to climb 50% or so, to $125 a barrel, for the war to inflect significant economic pain in the U.S., economists say.

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Treasuries Suffer Worst Four-Day Skid in Months as Iran War Continues

The duration and the cost of the war are key factors for the U.S. federal budget.

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States Sue to Block Trump’s New 10% Tariffs

The lawsuit, filed in the Court of International Trade, says the administration’s justification for using Section 122 of the Trade Act is illegal.

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The Pentagon-Anthropic Fight Drags On. War in Iran Ups the Stakes.

The Department of Defense formally labeled the AI firm a supply chain risk Thursday, despite its tech being used in the war.

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