Federal Reserve

Only a few weeks ago, Christopher Waller dissented from his colleagues in favor of cutting interest rates. Now he is calling the next decision a coin flip.

White House defends trade deals, Hassett walks back demands for discipline of Fed researchers, takeover battle for Warner Bros. could wrap up soon, and more news to start your day.

President Donald Trump’s new tariff plan raises more questions than answers.

The White House economic adviser expressed regret for suggesting researchers be disciplined after they published data contradicting the administration’s tariff stance.

The Supreme Court’s decision to strike down the Trump administration’s current tariffs marks a legal turning point, not a policy pivot, says Wells Fargo. Plus, investment newsletter commentary on GDP, AI spending, Fed policy, and Berkshire Hathaway’s holdings.

Policy decisions have fueled a bull market, which has enriched asset holders and driven consumer spending. But market cycles haven’t been permanently repealed.

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.

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

The rising cost burden on American families persists, potentially impacting company bottom lines.

Some higher costs may be unwound, but the Trump administration has vowed to find workarounds to impose tariffs.

The central bank’s preferred inflation gauge had been expected to show prices increased faster in December.

Major cryptocurrencies continued were mixed amid lingering macroeconomic uncertainty.

National Economic Council Director Kevin Hassett criticized a New York Fed paper concluding that U.S. businesses and consumers have borne most tariff costs.

Michael Reid, head of U.S. economic research at RBC, sees sticky inflation and modest job growth this year.

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.

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

National Economic Council Director Kevin Hassett suggested the researchers involved should be disciplined.

The next week could prove crucial to Wall Street’s optimistic outlook for stocks.

The likely next chair of the Federal Reserve will be judged by his handling of broader market issues, Ross Levine writes in a guest commentary.

The White House says the Federal Reserve underestimates productivity gains. Not so, says Fed Chair Jerome Powell.

The White House has argued that a surge in productivity driven by artificial intelligence will give the central bank room to lower interest rates without stoking inflation.

More inflation data coming as signs suggest soft landing, shipping giant to buy U.S.-listed ZIM in $4.2 billion deal, and more news to start your day.

Stocks ended the day roughly flat despite a surprisingly cool inflation report.

Dow 50,000 could mark an interim top as AI fears hit new industries and hopes for interest-rate cuts diminish.