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.
Long Read
Sanae Takaichi wins the strongest electoral mandate in Japan since World War II.
3 minute read
The deal still leaves high tariffs in place, Gary Shapiro writes in a guest commentary.
4 minute read
Stocks are up. The 10-year Treasury yield is down. Oil is cheap. Still, there’s one asset that shows how stressed Americans really are.
Long Read
President Donald Trump said in a post on Turh Social on Saturday that he would impose a 10% tariff on eight NATO countries from Feb. 1.
2 minute read
Treasury Secretary Scott Bessent said the Trump administration will sanction members of Iran’s regime and warned that countries doing business with Tehran could face 25% tariffs.
2 minute read
Prime Minister Sanae Takaichi plans to dissolve parliament and call a February snap election. The move could reshape Japan’s bond market, weaken the yen further, and ripple across U.S. portfolios.
4 minute read
What’s driving the bull run in Brazilian stocks is the prospect of change under a new president after the election next October.
3 minute read
Higher costs are hurting profit margins at many smaller retailers, even as more shoppers head to big-box stores.
Long Read
President Donald Trump gave himself an ‘A-plus-plus-plus-plus-plus’ grade on his stewardship of the U.S. economy. The economy is getting more fuel, whether it needs it or not.
4 minute read
A ruling against the administration would threaten the core of Trump’s trade policy, raise questions about the federal budget deficit, and might trigger payments to some big companies.
4 minute read
On Wednesday, the Fed will announce its interest rate decision and release the latest Summary of Economic Projections, followed by remarks from Fed Chair Jerome Powell.
2 minute read
Though the immediate impact of Mamdani’s win is limited, the signal it sends is not. Americans are increasingly comfortable voting for heavy-handed government.
Long Read
A difficult week for the administration is a sign of bigger changes to come. They could take markets by surprise.
Long Read
Democrats in New Jersey, Virginia, and Georgia all won their races after running campaigns based in part on making electricity more affordable.
2 minute read
AMD beats expectations, Mamdani wins NYC mayoral election, Bitcoin briefly dips below $100,000, and more news to start your day.
Long Read
The Argentine leader’s midterm win will matter for elections throughout the region this year, Gustavo Medeiros writes in a guest commentary.
4 minute read
OpenAI strikes cloud computing deal with Amazon, Palantir CEO touts strong third-quarter results, Trump threatens to cut NYC funds, and more news to start your day.
Long Read
If President Javier Milei can keep his Peronist opponents from a veto-proof supermajority, Argentine sovereign bonds, trading at similar spreads to Ukraine’s, could look like a buy again.
3 minute read
A blank check merely finances capital flight, Desmond Lachman writes in a guest commentary.
4 minute read
Japan’s Sanae Takaichi must ease the pain of inflation without igniting more inflation.
4 minute read
The clock is ticking on Sanae Takaichi even before she takes office, William Pesek writes in a guest commentary.
Long Read
A big factor for investors is that Japan’s stocks are still cheap—and there are positive catalysts. ahead.
2 minute read
The Fed will take center stage this week, with an interest-rate cut all but assured to be announced on Wednesday.
3 minute read
Investors took the result of the Buenos Aires province election as a harbinger for next month’s national midterm polls and fled Argentine assets.
4 minute read