Politics


Block Is the Latest AI Scaremonger. Why Markets Must Stick to the Fundamentals.

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

Go to article

5 U.S. Senators Warn of ‘Significant Weakening’ at the CFTC

Staff departures at the Commodity Futures Trading Commission represent “a significant weakening” of enforcement, says a group of senators.

2 minute read

Go to article

Could Trump Really Replace Taxes With Tariffs? What Experts Say.

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

Go to article

AI Will Create Big Winners—and Losers. What Earnings Tell Us About the Divide.

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

Go to article

The Tariff Ruling Could Hit Your Bond Portfolio. Here’s Why.

Interest rates have hardly budged since the Supreme Court decision voiding most of Trump’s tariffs. Don’t get complacent.

3 minute read

Go to article

3 Reasons L3 Harris and Other Defense Stocks Are Taking a Hit

Defense stocks are getting hammered, illustrating how even powerful rallies can be interrupted.

2 minute read

Go to article

Kevin Warsh Has Big Ideas For Changing the Fed. Can He Get His Way?

The Federal Reserve chair nominee will face an uphill battle to forward his agenda, Joseph Gagnon writes in a guest commentary.

4 minute read

Go to article

How Trump’s Claims About the Economy in the State of the Union Stack Up

Job growth has proven sluggish during Trump’s first year in office.

Long Read

Go to article

Market AI Fears Ease. Nvidia, DeepSeek, Anthropic Could Reignite the Panic.

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

Go to article

Review and Preview: On Claude Nine

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

Go to article

Trump’s New Global Tariffs Go Into Effect. They Aren’t as High as He Threatened.

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

Go to article

FedEx Is Suing for Trump Tariffs Refund. The Supreme Court Fallout Has Just Begun.

The tip of the iceberg? FedEx is looking for a tariff refund from the U.S. Court of International Trade.

1 minute read

Go to article

Markets Must Look Past the AI Panic. Jamie Dimon Offers Some Hope.

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

Go to article

Trump’s State of the Union Faces Higher Stakes After Supreme Court Tariff Setback

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

Go to article

The Bond Market Is Pricing in Trouble a Decade From Now

The 10-year Treasury yield has declined over the past year, but longer term debt tells a different story.

3 minute read

Go to article

Flights Canceled as Winter Snow Storm Batters the Northeast. Airline Stocks Are Falling.

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

Go to article

Tariff Refunds Are Now In Play. Here’s What to Know.

Democratic lawmakers are calling for Customs and Border Protection to issue refunds plus interest for tariffs paid, starting with small businesses.

4 minute read

Go to article

‘Pure Tariff Chaos.’ The World—and Markets—React to Trump’s Trade Shift.

President Donald Trump’s new 15% global tariff is causing uncertainty and confusion among investors and international lawmakers alike.

2 minute read

Go to article

Trump Tariffs, Nvidia Earnings, Iran Fears. A Storm Is Coming for Stock Markets.

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

Go to article

Trump’s Push and Pull on Tariffs Lowers Rates but Raises Uncertainty in Global Markets

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

3 minute read

Go to article

Stock Futures Little Changed as Investors Size Up Tariffs

Fifty-five S&P 500 index companies report earnings this week, including Nvidia, the world’s most valuable company.

1 minute read

Go to article

Man Shot and Killed Outside Trump’s Mar-A-Lago Home

The man, in his early 20s, had breached the secure perimeter of the residence, though President Trump was not there.

1 minute read

Go to article

The End of Tariffs? Not a Chance, These Economists Say.

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

Go to article

The Stock Market Now Drives the Economy. How Much Longer Can That Last?

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

Go to article

Supreme Court Strikes Down Tariffs. Don’t Expect Inflation to Fall Immediately.

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

Long Read

Go to article

of 20 pages