Economy & Policy


Trump Plans to Double Down on Tariffs After Court Defeat. What’s Ahead for Investors.

The Supreme Court’s decision to strike down the president’s signature trade policy will stoke further uncertainty and add to the government’s debt.

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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 But market cycles haven’t been permanently repealed.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 Supreme Court Muddies the Tariff Waters. AI and Private Credit Still Have Markets on Edge.

Lower tariffs would be welcome, but other factors are keeping markets at bay.

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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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Review & Preview: Don’t Sleep on IEEPA

Stocks fell on Thursday, weighed by potential conflict with Iran and worries over private credit. A looming Supreme Court decision could also bring a surprise.

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Bitcoin, Ethereum, XRP Waffle as Crypto Crisis Deepens. Why It Could Get Even Worse.

Major cryptocurrencies continued were mixed amid lingering macroeconomic uncertainty.

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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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White House Talks Over Stalled Crypto Bill Drag on. It Matters for Coinbase.

The industry is running out of time for Congress to approve legislation defining how it will be regulated.

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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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Markets Are in the AI Doldrums. Why Trump’s Iran Posturing Could Change That.

Fed meeting minutes put rate hikes back on the table, New York Fed’s tariff research draws administration’s ire, Carvana’s murky outlook disappoints, and more news to start your day.

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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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Review & Preview: Data Dependent

Investors proved today that they are willing to take their wins where they can.

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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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SL Green Looks Cheap, but Mamdani’s Tax Plan Is a Risk

Shares of office-focused SL Green have plunged this year on weaker earnings and a dividend policy shift. A rebound in Manhattan leasing and affordable valuation could reward long-term holders—but income investors face real risks.

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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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