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.
4 minute read
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.
Long Read
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.
2 minute read
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.
3 minute read
Retail investors are cherry picking which companies to buy, as they spend less money overall, according to a new J.P. Morgan report.
2 minute read
A confluence of events makes it one of the worst possible environments for a potential Fannie-Freddie share offering.
4 minute read
Fallout from the Middle East conflict is rippling through the global economy—and growing worse the longer it lasts.
Long Read
Just when policymakers thought they had finally overcome stubborn inflation, the Iran conflict sparked a rally in oil prices.
2 minute read
Powell’s Fed press conference brought the unexpected, Micron smashes expectations, Trump temporarily waives the Jones Act, and more news to start your day.
Long Read
Japan’s prime minister in a tough spot going into her meeting with President Donald Trump, Desmond Lachman writes in a guest commentary.
3 minute read
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.
Long Read
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.
3 minute read
CF Industries stock has surged as fertilizer prices jump amid Middle East supply disruptions, but Mizuho says the rally may be short-lived.
2 minute read
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.
4 minute read
The U.S. economy is weaker than it seemed a month ago, and lower interest rates may not be the answer.
4 minute read
The President has said European allies are making a “foolish mistake” for failing to come to the U.S.’ aid in Iran.
4 minute read
The Brent and WTI benchmarks were clawing back losses after fresh strikes by Iran fueled fears about disruption of crude flows.
3 minute read
Elon Musk’s EV maker and South Korea’s LG Energy Solution will build a manufacturing facility in Michigan.
2 minute read
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.
Long Read
Brent crude futures were trading around $102 a barrel a barrel, while U.S. oil futures climbed above $100, before falling back.
4 minute read
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.
4 minute read
The Fed chair’s legal counsel says Powell’s resignation from the board was never meant to be used as a bargaining chip.
Long Read
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.
Long Read
Americans “are tired of long lines at airports, travel delays and flight cancellations caused by shutdown after shutdown,” the CEOs wrote to Congress.
4 minute read
The Trump administration greenlights Sable Offshore’s efforts to restart a pipeline system off the California coast.
3 minute read