Economy & Policy


Kratos Defense and 5 Other Stocks That Can Benefit From the U.S. Restocking Its Missiles

The longer the conflict lasts, the more money the U.S. will have to spend restocking its arsenal of missiles.

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Iran War Kicks India When It’s Already Down

It’s too early to call the end of India’s broader resurgence, with economic growth for the fiscal year that ends this month clocking in around 7.5%. But the Iran War could make the continuing correction more painful.

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Oil Prices Soar on Iran War Escalation. WTI Crude Hits $81 a Barrel.

International oil benchmarks were up Thursday, as investors prepared themselves for a protracted conflict in the Middle East.

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Judge Issues New Order on Tariff Refunds. It’s a ‘Bit of a Bomb.’

The Court of International Trade directed Customs & Border Protection to pay refunds for tariffs imposed under emergency powers.

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Alibaba, Other Chinese Stocks Fall After China Lowers the Growth Bar

China sets its lowest economic growth target in decades.

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Stocks, Oil, and the Dollar Sending Mixed Signals on U.S.-Iran War Impact

Global markets are diverging as the U.S.-Iran war enters its sixth day.

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New AI-Powered Tax Service Aims to Fill Void Left by IRS Direct File

Former IRS Commissioner Danny Werfel says Prime Meridian will remain free and limited to tax situations the artificial-intelligence model can handle.

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Stock Markets Have Been Fueled by Iran Fears. Why This Could Be a Bigger Driver.

Broadcom beat first-quarter earnings expectations, trade court paves way for broad tariff refunds for businesses, Beige Book reports growth, and more news to start your day.

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Review & Preview: Stocks Show Resilience

After today’s rally, the S&P 500 is down just 0.1% since the U.S. and Israel launched strikes against Iran.

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Tech Bosses Tell Trump They’ll Pay Up for Electricity

Big Tech’s decision to foot more of the electricity bill has begun to benefit companies that provide power and their stocks.

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Economy Is Growing in Most Fed Districts, Beige Book Shows. Takeaways on Tariffs, AI, Freight Rates, and More

The Federal Reserve’s February Beige Book depicted a bifurcated economy, with seven of 12 Fed Districts showing growth. Where data centers are saving the day.

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Moderna, Coinbase, Strategy, CoreWeave, Micron, Sandisk, GitLab, and More Stock Market Movers

Moderna shares jump after the vaccine maker says it has settled patent litigation tied to its Covid-19 shot.

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Occidental, Chevron Stocks Slip. Iranian Officials Contacted U.S., Report Says.

Exxon Mobil, Chevron and Occidental Petroleum gave up gains following a report about Iranian intelligence officials reaching out to their American counterparts.

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‘America Is Winning,’ Hegseth Says. Why Lockheed and Other Defense Stocks Are Falling.

U.S. military officials said early Wednesday that the Iranian air defenses and naval forces were destroyed.

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The Financial System Is Rebooting. Stakeholders Must Adapt.

The managing director of the World Economic Forum writes that governments must adapt to a fragmenting world order.

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Moderna Settles a Covid Vaccine Patent Lawsuit. What It Means for the Stock.

The company settles to resolve patent litigation related to its Covid-19 vaccine, removing an overhang for shares.

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Warsh’s Nomination for Fed Chair Has Finally Been Sent to the Senate. Now What?

The White House has formally opened a confirmation process that faces at least one significant obstacle in committee.

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Early Data Points to Stronger Job Gains In February. What’s Behind the Resilience.

Economists expected private payrolls had increased by 50,000 in February.

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Natural Gas Rally Grinds to a Halt. What’s Dragging It Down.

If the Iran war ends in the next few days, markets would likely avoid the nightmare scenario of a long-term spike in oil and natural-gas prices.

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Markets Look to Trump for Reassurance on Oil Prices. Don’t Count on It.

Trump still using trade threats as a tool, Blackstone’s fund redemptions revive private credit fears, CrowdStrike earnings beat estimates, and more news to start your day.

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Higher Mortgage Rates, Fewer Sales Hit Builder Stocks. The Next Few Weeks Will Be Crucial.

The National Association of Realtors’ January data showed drops in both closed home sales and pending sales.

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3 Ways to Profit From the Iran Crisis With Options

Aggressive investors who can handle extreme uncertainty can establish exposure to whatever rally erupts should a detente emerge.

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China Could Hit Record Low Economic Growth. Beijing Is Weighing Consumer Stimulus.

China’s annual Two Sessions meetings may deliver a record-low growth target and fresh policies aimed at boosting household consumption as Beijing tries to rebalance its economy.

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The Iran War Puts the Fed’s Rate-Cut Timeline in Doubt

Interest rate markets were already factoring in fewer cuts this year. Now investors are questioning if rates will hold all year.

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Trump’s Trade Threats Continue. This Time He Targets Spain.

Trump raised the possibility during an Oval Office meeting with German Chancellor Friedrich Merz.

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