Trade


Trump Tariffs Are on the Block. Axing Them Would Have Unexpected Market Consequences.

Hope for and end to the government shutdown as it enters Day 37, Robinhood’s revenue doubles, and more news to start your day.

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Rare Earths Are Hot. Not All of the Government’s New Buys Will Thrive.

There will be winners and losers as the government splashes out on muscular new industrial policy, Morgan Bazilian, Brad Handler, Ian Lange, and Andrew Bauman write in a guest commentary.

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Supreme Court Grills Trump Admin. What the Hearing Means for Tariffs.

The Republican-appointed justices appeared divided in the depth of their skepticism to the government’s case.

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Treasury Trading Desks Brace for Tariff Legal Battle and U.S. Debt Plans

Amid a data blackout due to the government shutdown, traders now face a single day on which the demand and supply sides of the market are being thrown into question.

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The Stock Market Is Headed for a Fall, Bank Bosses Say. They May Be Right.

The risks of a pullback are real. But so is the bull case for stocks.

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The Fed’s Cook Talks Trump Suit in Public for First Time

The governor said she hasn’t made up her mind on whether to cut interest rates again in December

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MP Materials Stock Slumps After Trump Says China Rare-Earth Threat Is ‘Completely Gone.’ The Trade Isn’t.

Shares of MP Materials, USA Rare Earth, and Ramaco Resources were all lower.

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Buffett’s Berkshire Sits on Record Cash Pile. What That Means for Markets.

Supreme Court arguments over tariffs are coming, shutdown milestone approaches, China’s EV sales are slowing, and more news to start your day.

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Stock Futures Drift Higher to Start a New Month

Stocks were poised to rise on Monday to kick off a new month of trading after notching gains in October.

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Another Rare-Earth Stock Jumps on Government Deal

The aspiring miner had news about a deal with the government and its plan to develop a terminal where it and other miners could store the minerals.

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China Talks Put Markets At Ease, for Now

A U.S.-China summit in South Korea did just enough, even if it didn’t fix everything that has kept the two sides at odds.

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Treasury Is About to Reveal Its Borrowing Plans. Why That’s Important.

Treasury plans typically don’t get nearly the attention of Federal Reserve announcements. But its statement could affect bonds, and in turn other asset prices.

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Xi, Trump De-Escalate China Tensions, Cut Tariffs, Pause Restrictions. Now What?

The de-escalation took a worst-case scenario off the table for markets. But much of what was agreed upon between China and the U.S. still has to be completed.

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Trump’s China Soybean Deal Is Less Than It Appears

A deal that is being touted as a win looks more like a return to the status quo.

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Unresolved: Why Big Tech, the Fed, and Trade Talks Provide Wall Street With Little Clarity

Do stock markets hate uncertainty? We’re about to find out.

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Markets Wanted a Boost From Earnings, Fed and China Talks. How Powell Disappointed.

Fed’s Powell says December rate cut isn’t a given, Trump cuts China tariffs, Microsoft, Alphabet beat expectations, and more news to start your day.

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Nvidia, OpenAI Advances Power Next Leg of AI Rally. How to Play It.

Trump-Xi meeting nears, PayPal stock gets a lift, U.S. throws weight behind nuclear power, and more news to start your day.

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Fed Model Shows Strong Growth. Is Government Shutdown Distorting Data?

The Atlanta Fed’s Oct. 17 update revealed consumer spending growth ticking up to 3.3% while private investment jumped to 4.4%.

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Rare Earth Stocks Fall. This U.S. Company Has a Plan to Cut China Dependence.

Strategic stockpiles of rare earth materials is another way for America to achieve rare earth independence from China. This company wants to start one.

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The Market Is Complacent About New Russia Oil Sanctions. These Ones Are Serious.

New U.S. sanctions on Rosneft and Lukoil have more sticking power than the market reaction suggests, Ben Cahill writes in a guest commentary.

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Trump, Xi Could Strike a Deal That Lowers Fentanyl-Related Tariffs

One possible U.S. concession could be a suspension of some of the fentanyl tariffs to assess progress on China’s efforts, analysts say.

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The ‘Best Boeing Salesman’ Is at Work in Asia. The Stock Is Up.

The aerospace company has benefited from President Donald Trump’s trade agenda.

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The 3 Things That Will Stand Out in Wall Street’s Blockbuster Week

The coming five days could prove critical for the U.S. stock market rally.

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Fed, Tech Earnings, and Trump-Xi Talks. Why One Matters Most for Markets.

Mag 7 earnings and Fed decision headline busy week, officials talk of progress ahead of Trump-Xi meeting, Novartis agrees to buy Avidity, and more news to start your day.

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Stock Futures Rise Ahead of Mag 7 Earnings, Fed Decision

The markets are entering the final week of October, which will feature more earnings, a Fed meeting, and President Trump’s meeting with China’s Xi.

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