Election 2020


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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Japan’s Takaichi Scores Sweeping Election Win. Why It’s a Victory for Global Markets.

Sanae Takaichi wins the strongest electoral mandate in Japan since World War II.

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Lowering Tariffs on India Is Good, But Not Good Enough

The deal still leaves high tariffs in place, Gary Shapiro writes in a guest commentary.

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Trump’s Stormy First Year Has Made Us Richer. But Will We Pay Someday?

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.

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Auto Stocks Fall as Greenland Tariff Plan Spooks Markets. But These Shares Are Rising.

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.

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Trump Treasury Sanctions Iranian Leaders, Calls Them ‘Rats on a Sinking Ship’

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.

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Japan’s ‘Takaichi Trade’ Is Heating Up. What U.S. Investors Need to Know.

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.

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Brazil’s Stock Market Had a Knockout Year. More Gains Hinge on Political Change.

What’s driving the bull run in Brazilian stocks is the prospect of change under a new president after the election next October.

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The Hot Economy Is Leaving Small Businesses Out in the Cold. Why This Holiday Season Is So Bleak.

Higher costs are hurting profit margins at many smaller retailers, even as more shoppers head to big-box stores.

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Trump’s ‘Run It Hot’ Economic Strategy May Keep Stocks Rolling. Not So Much for Bonds.

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.

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Supreme Court Could Rule on Tariffs as Early as This Week. What to Know.

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.

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Stock Futures Little Changed. Markets Await Fed’s Decision.

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.

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It’s Not Just Mamdani. Big Brother Is Coming for the Stock Market.

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.

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Trump’s Power Looks to Be Slipping. What a New Political Era Might Bring.

A difficult week for the administration is a sign of bigger changes to come. They could take markets by surprise.

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Election Shows Electricity Politics Are Hot. This Stock Was Downgraded.

Democrats in New Jersey, Virginia, and Georgia all won their races after running campaigns based in part on making electricity more affordable.

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The AI Stocks Selloff Could Be a Bust or a Blip. This Will Decide Which.

AMD beats expectations, Mamdani wins NYC mayoral election, Bitcoin briefly dips below $100,000, and more news to start your day.

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Milei’s Win Is Echoing Across Latin America

The Argentine leader’s midterm win will matter for elections throughout the region this year, Gustavo Medeiros writes in a guest commentary.

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Markets Face a Big Risk From This AI Spending Spree. What to Watch.

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.

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Argentina Heads to the Polls. The Outlook for Bonds.

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.

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Bessent Is Paying for Milei to Repeat Argentina’s Mistakes

A blank check merely finances capital flight, Desmond Lachman writes in a guest commentary.

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Japan Isn’t the U.S. Its New Party Leader Won’t Wield an Economic Sledge Hammer.

Japan’s Sanae Takaichi must ease the pain of inflation without igniting more inflation.

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Japan’s Next Prime Minister May Not Stick Around Long Enough to Matter

The clock is ticking on Sanae Takaichi even before she takes office, William Pesek writes in a guest commentary.

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Japan Picks Fifth Leader in 5 Years. The Stock Rally Ignores the Politics.

A big factor for investors is that Japan’s stocks are still cheap—and there are positive catalysts. ahead.

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Fed Meeting; FedEx, Lennar, Bullish Earnings; and More to Watch

The Fed will take center stage this week, with an interest-rate cut all but assured to be announced on Wednesday.

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Argentina Election Rattled Markets. Beaten Down Bonds Could Be Worth a Look.

Investors took the result of the Buenos Aires province election as a harbinger for next month’s national midterm polls and fled Argentine assets.

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