Politics


Trump’s Sphere-of-Influence Politicking Is Backfiring

He made a strategic bet that an open world order no longer works in America’s favor. The U.S. is paying it, Marc Chandler writes in a guest commentary.

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Iran Is Changing the Landscape for Stock Markets. What They Face After War.

Super Micro co-founder accused of violating export-control laws, FedEx raises outlook, Trump’s Powell criticism endangers his nominee, and more news to start your day.

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Trump Is No Crusader for Markets. Why the Fed Failed to Deliver the Holy Grail.

When Richard the Lionheart led crusades to the Middle East they were funded by crippling taxes at home. President Donald Trump’s war in Iran could well hit regular Americans’ pockets and draw the same ire from markets.

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Pentagon Seeks $200 Billion for Iran War. Here’s What It Means for Defense Stocks.

A proposed $200 billion Pentagon request tied to the Iran conflict could reshape defense spending in 2026 and 2027—and influence stocks like Lockheed Martin.

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These Tech Stocks Are Still a Buy for Many People Even as Iran War Pullback Intensifies

Retail investors are cherry picking which companies to buy, as they spend less money overall, according to a new J.P. Morgan report.

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Fannie Mae, Freddie Mac Stocks Have Tanked This Week. Here’s Why.

A confluence of events makes it one of the worst possible environments for a potential Fannie-Freddie share offering.

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It’s Not Just Oil. The Iran War Sparked a Supply-Chain Mess That’s Hitting Tech, Medicine, and More.

Fallout from the Middle East conflict is rippling through the global economy—and growing worse the longer it lasts.

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ECB Holds Rates Steady Amid Iran Chaos. Why Central Banks Are Following the Fed.

Just when policymakers thought they had finally overcome stubborn inflation, the Iran conflict sparked a rally in oil prices.

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Soaring Oil Prices, Surging Inflation, Fed Rate Fears. It’s Déjà Vu for Markets.

Powell’s Fed press conference brought the unexpected, Micron smashes expectations, Trump temporarily waives the Jones Act, and more news to start your day.

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Iran War Puts Pressure on Japan’s Economy. Takaichi Is In a Bind.

Japan’s prime minister in a tough spot going into her meeting with President Donald Trump, Desmond Lachman writes in a guest commentary.

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Earnings Reports Every Quarter? The Pros and Cons From Wall Street Insiders

The SEC and the president want to end the requirement for public companies to report quarterly earnings. Barron’s asked select experts to assess the idea.

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Investors Should Position for a Longer Iran War. What to Do Now.

The risk is that the war lasts longer than expected and the shipping industry takes even longer to recover. The recent weakness in financial markets could be an amuse-bouche before a bearish feast.

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CF Industries Stock Has Surged on the Iran War. Analysts See Limited Upside

CF Industries stock has surged as fertilizer prices jump amid Middle East supply disruptions, but Mizuho says the rally may be short-lived.

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Trump Waives Jones Act for 60 Days. What Is It and How Will It Help Lower Oil Prices?

The Trump administration has waived the century-old Jones Act—a maritime law that requires all vessels carrying goods between two U.S. ports to be American built and owned.

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The Economy Has 4 Problems. The Fed Can’t Fix Them.

The U.S. economy is weaker than it seemed a month ago, and lower interest rates may not be the answer.

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Trump Won’t Leave NATO Over the Iran War. What’s Really Going On.

The President has said European allies are making a “foolish mistake” for failing to come to the U.S.’ aid in Iran.

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Oil Prices Rise. Trump Says U.S. Doesn’t Need Help on Iran, After NATO Allies Say No.

The Brent and WTI benchmarks were clawing back losses after fresh strikes by Iran fueled fears about disruption of crude flows.

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Tesla Stock Needs a Spark. Its $4.3 Billion Battery Bet Could Be It.

Elon Musk’s EV maker and South Korea’s LG Energy Solution will build a manufacturing facility in Michigan.

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Stocks Can’t Recover While Oil Prices Surge. Why the Fed’s Unlikely to Help.

Nvidia’s Huang predicts $1 trillion in hardware sales, government bonds will keep selling off, Nebius strikes a second big AI deal, and more news to start your day.

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Oil Prices Fall as Trump Says Hormuz Help Is Coming. Tankers Getting Through, Bessent Adds.

Brent crude futures were trading around $102 a barrel a barrel, while U.S. oil futures climbed above $100, before falling back.

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U.S.-China Summit Could Be Delayed. Why It May Not Rattle Markets.

A possible delay to a meeting between Donald Trump and Xi Jinping may not derail the broader U.S.-China truce taking shape on trade and strategic issues.

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U.S. Says Powell Is ‘Strongarming’ Investigation by Saying He Might Not Step Down

The Fed chair’s legal counsel says Powell’s resignation from the board was never meant to be used as a bargaining chip.

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The Market’s Seen This Movie Before. It’s Not an Oscar Winner for Investors.

Nvidia’s big AI event is this week, Fed’s Powell likely to stay on board if investigation continues, Berkshire’s stock buybacks could reach $50 billion, and more news to start your day.

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Airline CEOs Urge Congress to End Government Shutdown, Pay Airport Workers

Americans “are tired of long lines at airports, travel delays and flight cancellations caused by shutdown after shutdown,” the CEOs wrote to Congress.

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Sable Offshore to Restart Oil Production at Santa Ynez. What It Means for the Stock.

The Trump administration greenlights Sable Offshore’s efforts to restart a pipeline system off the California coast.

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