Politics


Markets, the Fed, the AI Boom Face a K-Shaped Test. Here’s Why.

Supreme Court’s looming tariff decision could shake markets, private credit worries mount, White House talks over stalled crypto bill drag on, and more news to start your day.

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Review & Preview: Don’t Sleep on IEEPA

Stocks fell on Thursday, weighed by potential conflict with Iran and worries over private credit. A looming Supreme Court decision could also bring a surprise.

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Fed President Says White House Attack on Fed Research Is Really About Interest Rates

National Economic Council Director Kevin Hassett criticized a New York Fed paper concluding that U.S. businesses and consumers have borne most tariff costs.

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SCOTUS Watch Resumes IEEPA Decision. Tariffs Didn’t Shrink Trade Deficit Much Last Year.

Investors await a Supreme Court ruling on Trump-era tariffs even as new data show last year’s tariff surge had little impact on the overall trade gap.

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White House Talks Over Stalled Crypto Bill Drag on. It Matters for Coinbase.

The industry is running out of time for Congress to approve legislation defining how it will be regulated.

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The Reign of the Dollar Is Coming to an End. What Investors Can Do About It.

Investment in foreign stocks and debt could be juiced by a falling dollar.

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Markets Are in the AI Doldrums. Why Trump’s Iran Posturing Could Change That.

Fed meeting minutes put rate hikes back on the table, New York Fed’s tariff research draws administration’s ire, Carvana’s murky outlook disappoints, and more news to start your day.

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Review & Preview: Data Dependent

Investors proved today that they are willing to take their wins where they can.

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New York Fed’s Tariff Research Is the Latest to Draw White House Ire

National Economic Council Director Kevin Hassett suggested the researchers involved should be disciplined.

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SL Green Looks Cheap, but Mamdani’s Tax Plan Is a Risk

Shares of office-focused SL Green have plunged this year on weaker earnings and a dividend policy shift. A rebound in Manhattan leasing and affordable valuation could reward long-term holders—but income investors face real risks.

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What Canada’s Military Plans Mean for Lockheed, Defense Stocks.

A changing global defense industry means more opportunities for non-U. S. companies.

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The Pentagon Is Keeping a Close Eye on These Chinese Firms. Investors Should Too.

The Trump administration is likely to crackdown further on Chinese companies this year, Jonathan E. Hillman writes in a guest commentary.

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Investors Should Look at Bonds, Stocks as U.K. PM Fights for Survival. Here's Why.

Bonds and stocks have held up well despite recent political uncertainty. Investors should take a look.

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A DHS Shutdown Begins. Here’s What Could Be Impacted.

Funding for the Department of Homeland Security lapsed early Saturday.

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Rubio Addresses Security Conference After a Year of Rising Tensions

Vice President JD Vance shocked Europeans in at last year’s conference, saying the biggest threat to the continent isn’t China or Russia, but a turn away from “democratic values.”

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Universities Feel a Fiscal Squeeze Despite Solid Performance

Rising costs and Trump pressure on higher education boosted endowment spending. Fortunately, returns on stocks provided a cushion.

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Dow 50,000, We Hardly Knew Ye. Why Stocks May Have Peaked for Now.

Dow 50,000 could mark an interim top as AI fears hit new industries and hopes for interest-rate cuts diminish.

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Rubio Should Think Twice Before Burning Trans-Atlantic Bridges

Washington won’t succeed in its new global priorities if the European alliance is unraveling, Christopher Smart writes in a guest commentary.

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AI Fears Are Spooking Stocks. Why It’s an Overreaction.

Trump revokes environmental regulations, DraftKings plans steep 2026 spending, Berkshire’s new CEO to debut shareholder letter, and more news to start your day.

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Trump Scraps EPA Climate Rules. Auto Makers Face Winners and Losers.

Ending the EPA’s endangerment finding rolls back vehicle emissions rules, reshaping incentives for EV makers and boosting profits for truck-heavy auto companies.

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House Rebuke on Canada Raises Questions About Future Trump Tariffs

Analysts expect tariffs to stay in the mix as a source of leverage not just for economic but also geopolitical and security issues

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The Jobs Market Looks Strong. These Warning Signs Show AI Is a Growing Threat.

Jobs report complicates Trump’s rate-cut push, Ackman reveals new stakes in Meta, Amazon, and Hertz, McDonald’s affordability push is paying off, and more news to start your day.

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Federal Deficit Shrinks for the Fourth Straight Month

The gap between government revenue and spending has narrowed for four straight months, helped by President Donald Trump’s tariffs and major cuts in spending on education.

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The Atkins SEC Is Jackhammering the Foundations of Capitalism

Chair Paul Atkins is removing transparency and accountability from U.S. markets, Tyler Gellasch writes in a guest commentary.

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Brace for a New Trade Fight With Canada and Mexico

The Trump administration is signaling tougher USMCA talks—and companies tied to North American supply chains could face months of volatility.

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