Politics
Stocks, Fed Rates, Oil, Inflation. Market Fallout From Iran Is Just Beginning.
Gasoline prices could reach $5 a gallon, fresh inflation, labor data expected, Oracle prepares to report earnings, and more news to start your day.
Long Read
Stock Futures Are Dropping and Oil Tops $100 a Barrel
Futures for the Dow Jones Industrial Average were down 2% on Sunday, setting Monday up for a rocky start to the week.
2 minute read
The Odds of Financial Crises Are Rising. Will the U.S. Be There to Help?
The U.S. historically leads recovery efforts. That is becoming less certain, Robert Hormats writes in a guest commentary.
Long Read
How the War in Iran Changes the U.S.-China Calculus
The conflict may flip which country has the upper hand heading into the Trump-Xi negotiations next month, Diana Choyleva writes in a guest commentary.
4 minute read
Trump Admin Will Insure Tankers in the Strait of Hormuz. Will It Fix Things?
It’s the latest bid from the White House to solve the oil crisis caused by the Iran War.
3 minute read
How the Iran War Impacts Ukraine
President Trump says the U.S. has ample munitions. Ukraine forces battling Russia hope that is the case.
2 minute read
U.S. Says It Plans to Set Up Tariff Refund Process for Importers
The U.S. government plans to set up an electronic process for importers to request tariff refunds in the next 45 days, according to a court filing.
2 minute read
Retirees, Don’t Do Anything Rash With Your Portfolios
This market is volatile, but the S&P 500 is still up around 18% over the past 52 weeks.
2 minute read
AMD and Nvidia Are on a Tough Run. New U.S. Chip Export Rules Wouldn’t Help.
Possible new rules on chip exports could complicate the chip companies’ hopes of capitalizing of the estimated $1.5 trillion “sovereign AI” market.
3 minute read
Markets Have Weathered the Iran War. Why Another Week Could Break Them.
States sue to block Trump’s latest 10% import tariffs, BlackRock sparks fresh fears about private credit, Berkshire’s new CEO restarted company share buybacks, and more news to start your day.
Long Read
Trump’s Gold Card Is a Hard Sell. The Million Bucks Is Only 1 Reason.
Questions about the immigration program’s cost and legality have wealthy foreigners weighing other options, their lawyers say.
4 minute read
Trump Suggests Cuba May Be Next in Line for U.S. Intervention
Trump made the remarks from the White House, where he was hosting Inter Miami CF to celebrate its Major League Soccer championship last year.
1 minute read
The Stock Market Is Getting Wrecked by Real World Worries. What to Do Now.
Worries about global conflicts are overshadowing the AI enthusiasm that once dominated the market.
3 minute read
Treasuries Suffer Worst Four-Day Skid in Months as Iran War Continues
The duration and the cost of the war are key factors for the U.S. federal budget.
3 minute read
States Sue to Block Trump’s New 10% Tariffs
The lawsuit, filed in the Court of International Trade, says the administration’s justification for using Section 122 of the Trade Act is illegal.
4 minute read
Kratos Defense and 5 Other Stocks That Can Benefit From the U.S. Restocking Its Missiles
The longer the conflict lasts, the more money the U.S. will have to spend restocking its arsenal of missiles.
2 minute read
Oil Prices Soar on Iran War Escalation. WTI Crude Hits $81 a Barrel.
International oil benchmarks were up Thursday, as investors prepared themselves for a protracted conflict in the Middle East.
2 minute read
Iran’s Oil Has Long Been at the Center of Geopolitics
The world still runs on oil, and Iran has the third-largest reserves in the world.
Long Read
Judge Issues New Order on Tariff Refunds. It’s a ‘Bit of a Bomb.’
The Court of International Trade directed Customs & Border Protection to pay refunds for tariffs imposed under emergency powers.
Long Read
Stock Markets Have Been Fueled by Iran Fears. Why This Could Be a Bigger Driver.
Broadcom beat first-quarter earnings expectations, trade court paves way for broad tariff refunds for businesses, Beige Book reports growth, and more news to start your day.
Long Read
Moderna, Coinbase, Strategy, CoreWeave, Micron, Sandisk, GitLab, and More Stock Market Movers
Moderna shares jump after the vaccine maker says it has settled patent litigation tied to its Covid-19 shot.
3 minute read
Occidental, Chevron Stocks Slip. Iranian Officials Contacted U.S., Report Says.
Exxon Mobil, Chevron and Occidental Petroleum gave up gains following a report about Iranian intelligence officials reaching out to their American counterparts.
2 minute read
‘America Is Winning,’ Hegseth Says. Why Lockheed and Other Defense Stocks Are Falling.
U.S. military officials said early Wednesday that the Iranian air defenses and naval forces were destroyed.
2 minute read
Warsh’s Nomination for Fed Chair Has Finally Been Sent to the Senate. Now What?
The White House has formally opened a confirmation process that faces at least one significant obstacle in committee.
2 minute read
Natural Gas Rally Grinds to a Halt. What’s Dragging It Down.
If the Iran war ends in the next few days, markets would likely avoid the nightmare scenario of a long-term spike in oil and natural-gas prices.
2 minute read
