Nvidia suffers worst day in almost a year, China gets relief from Trump’s tariffs, Netflix calls it quits on Warner Bros. bidding war, and more news to start your day.
Long Read
Staff departures at the Commodity Futures Trading Commission represent “a significant weakening” of enforcement, says a group of senators.
2 minute read
While the idea of tariffs paid by foreign countries and generating enough revenue to replace Americans’ income tax sounds appealing, tax experts say both premises are untrue.
4 minute read
Salesforce’s outlook underwhelms, Paramount’s Ellison sees Warner Bros. as growth ‘accelerant,’ tax experts skeptical Trump’s tariffs can replace income taxes, and more news to start your day.
Long Read
Interest rates have hardly budged since the Supreme Court decision voiding most of Trump’s tariffs. Don’t get complacent.
3 minute read
Defense stocks are getting hammered, illustrating how even powerful rallies can be interrupted.
2 minute read
The Federal Reserve chair nominee will face an uphill battle to forward his agenda, Joseph Gagnon writes in a guest commentary.
4 minute read
Job growth has proven sluggish during Trump’s first year in office.
Long Read
Meta strikes a deal to buy AMD chips, Trump’s State of the Union address, Alcoa’s plans to cash in on AI, and more news to start your day.
Long Read
Markets staged a partial comeback after Anthropic said it was looking to maximize partnerships over conflict. Plus, what to expect in tonight’s State of the Union address.
4 minute read
The administration is rushing to reconstruct its tariff policy after the Supreme Court struck down about 60% of the levies imposed last year.
4 minute read
The tip of the iceberg? FedEx is looking for a tariff refund from the U.S. Court of International Trade.
1 minute read
Waller calls March rate decision a coin flip, a viral online post slams stocks, tariff refunds are in play, and more news to start your day.
Long Read
Trump will address Congress days after the Supreme Court struck down key tariffs, leaving questions about his trade agenda, approval ratings, and midterm strategy.
3 minute read
The 10-year Treasury yield has declined over the past year, but longer term debt tells a different story.
3 minute read
A major winter storm is set to cause travel chaos across the Northeast of the U.S. to start the week, while New York City Mayor Zohran Mamdani issued a ban on non-essential trips.
1 minute read
Democratic lawmakers are calling for Customs and Border Protection to issue refunds plus interest for tariffs paid, starting with small businesses.
4 minute read
President Donald Trump’s new 15% global tariff is causing uncertainty and confusion among investors and international lawmakers alike.
2 minute read
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.
Long Read
President Donald Trump’s new tariff plan raises more questions than answers.
3 minute read
Fifty-five S&P 500 index companies report earnings this week, including Nvidia, the world’s most valuable company.
1 minute read
The man, in his early 20s, had breached the secure perimeter of the residence, though President Trump was not there.
1 minute read
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.
Long Read
Policy decisions have fueled a bull market, which has enriched asset holders and driven consumer spending. But market cycles haven’t been permanently repealed.
Long Read
Some higher costs may be unwound, but the Trump administration has vowed to find workarounds to impose tariffs.
Long Read