Economy & Policy


Could Trump Really Replace Taxes With Tariffs? What Experts Say.

While the idea of tariffs paid by foreign countries and generating enough revenue to replace Americans’ income tax sounds appealing, tax experts say both premises are untrue.

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54 Million Workers Don’t Have Access to Retirement Benefits. How Trump Plans to Fix That.

President Trump’s plan could mesh with the Savers Match program set for next year, and it appears to be structured similarly to bipartisan legislation.

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Baidu Stock Is Falling. The AI Boom Can’t Fix This Problem.

Weak advertising spending dragged down the Chinese search-engine provider’s profit and revenue.

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Argentina’s Reforms Set the Stage for the Return of Its Bond Market

It’s a remarkable turnaround for Argentina, which had an economy near hyperinflation and a treasury headed for one more bankruptcy some 25 months ago.

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AI Will Create Big Winners—and Losers. What Earnings Tell Us About the Divide.

Salesforce’s outlook underwhelms, Paramount’s Ellison sees Warner Bros. as growth ‘accelerant,’ tax experts skeptical Trump’s tariffs can replace income taxes, and more news to start your day.

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The Tariff Ruling Could Hit Your Bond Portfolio. Here’s Why.

Interest rates have hardly budged since the Supreme Court decision voiding most of Trump’s tariffs. Don’t get complacent.

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3 Reasons L3 Harris and Other Defense Stocks Are Taking a Hit

Defense stocks are getting hammered, illustrating how even powerful rallies can be interrupted.

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Home Builder Stocks Slide as Lowe’s, Home Depot Give Cautious Outlook. That’s a Bad Omen for the Spring Season

Home improvement retailers cited high housing costs and economic uncertainty as pressures to their business.

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Kevin Warsh Has Big Ideas For Changing the Fed. Can He Get His Way?

The Federal Reserve chair nominee will face an uphill battle to forward his agenda, Joseph Gagnon writes in a guest commentary.

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AI Will Lead to Economic Collapse? We’ve Heard This Story Before.

A new report lays out a death spiral for the economy in which AI displaces white-collar workers, which causes economic ruin.

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How Trump’s Claims About the Economy in the State of the Union Stack Up

Job growth has proven sluggish during Trump’s first year in office.

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Oil Prices Rise. Why More Gains Could Come Thursday.

U.S. and Iranian officials are scheduled to meet to discuss Tehran’s nuclear program.

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Tequila Headache for Diageo as U.S. Drinkers Cut Back. The Guinness Maker's Stock Drops.

Diageo's tequila sales plunged 23% in the six months to the end of 2025. It has warning for the U.S. economy.

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Market AI Fears Ease. Nvidia, DeepSeek, Anthropic Could Reignite the Panic.

Meta strikes a deal to buy AMD chips, Trump’s State of the Union address, Alcoa’s plans to cash in on AI, and more news to start your day.

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Review and Preview: On Claude Nine

Markets staged a partial comeback after Anthropic said it was looking to maximize partnerships over conflict. Plus, what to expect in tonight’s State of the Union address.

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Trump’s New Global Tariffs Go Into Effect. They Aren’t as High as He Threatened.

The administration is rushing to reconstruct its tariff policy after the Supreme Court struck down about 60% of the levies imposed last year.

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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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FedEx Is Suing for Trump Tariffs Refund. The Supreme Court Fallout Has Just Begun.

The tip of the iceberg? FedEx is looking for a tariff refund from the U.S. Court of International Trade.

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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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Atlanta Fed President Delivers a Parting Warning About Inflation

Raphael Bostic, who has held the role for about nine years, is stepping down effective Feb. 28.

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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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Markets Must Look Past the AI Panic. Jamie Dimon Offers Some Hope.

Waller calls March rate decision a coin flip, a viral online post slams stocks, tariff refunds are in play, and more news to start your day.

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Trump’s State of the Union Faces Higher Stakes After Supreme Court Tariff Setback

Trump will address Congress days after the Supreme Court struck down key tariffs, leaving questions about his trade agenda, approval ratings, and midterm strategy.

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