Trade
Allan Sloan: Dear Trump, Quit Negotiating in Public. The Markets Need a Break.
Please keep your bargaining over economic matters private.
4 minute read
Stock Markets Are Gripped by Bank Loan Fears. Why the Fed Should Be in Focus.
More credit “cockroaches” could be lurking at banks, Oracle fights low-margin cloud claims, U.S. and China still open to talks on trade, and more news to start your day.
Long Read
There’s a New Rare-Earth Stock for Investors to Buy
Baird analyst Ben Kallo launched coverage of Ramaco Resources stock with a Buy rating and a $63 price target.
2 minute read
Nike and 3 More Companies Raising the Alarm About Tariff Costs
Plenty of companies will likely boost prices to protect their margins.
3 minute read
Sell This Lithium Stock, J.P. Morgan Says. Shares Could Fall 50%.
J.P. Morgan analyst Bill Peterson downgraded shares of Lithium Americas from Hold on Thursday.
1 minute read
MP Stock Dips. Where It Goes From Here.
Rare earths players were mixed Thursday, after a volatile week for the sector.
2 minute read
Cooking Oil Is the New Front in the U.S.-China Trade War. Who Might Benefit.
A big international trade is conducted in cooking oil. But this isn’t about the oil you put into your kitchen fryer.
3 minute read
China Calls On U.S. to Immediately Rectify ‘Wrong Practices’ In Trade Brouhaha
The rivalry exploded with a trade version of “he started it first” as officials from both sides took a hardline against each other while stressing they were still open to dialogue.
4 minute read
These Three Things Are Driving the Stock Market Rally. What to Expect Heading Into Year End.
Stocks have a lot of support behind them heading into the final months of the year.
3 minute read
This AI Rally Can Withstand Trump’s China Trade War. Why Markets Can Thrive.
Taiwan Semi raises guidance, federal judge blocks shutdown layoffs, Wall Street’s business is booming, and more news to start your day.
Long Read
MP Materials Stock Snapped a 4-Day Winning Streak. What’s Drove Shares Lower.
A sector rally intensified late last week after Trump said the U.S. would hit back against China's new export restrictions on rare-earth minerals.
1 minute read
Bessent, Greer Condemn China’s Rare-Earths Rules, Cite Hope for De-escalation
The Treasury secretary said the U.S. has had “substantial communication” with China in the past few days.
Long Read
Stock Markets Are Primed to Rally. Trade-War Risks Are Standing in the Way.
The simmering U.S.-China trade war is back to full boil this week.
3 minute read
Trump, China Trade Threats Have Roiled Stocks. Markets Should Focus on This Instead.
Fed’s Powell sees its focus shift to labor market, Trump’s latest China trade war threat, ASML revenue missed, and more news to start your day.
Long Read
Review and Preview: Stocks Get Seared
Stocks were heading higher Tuesday until trade fears burned the market again. Blame cooking oil.
4 minute read
Trump Opens New Front in China Trade War: Cooking Oil
Last week, Beijing unveiled sweeping export controls on rare earths, prompting President Donald Trump to threaten 100% tariffs on China on top of the average effective tariffs of 55% already in place.
Long Read
MP Materials Stock Surges, Then Dips. Wall Street Can’t Catch Up.
The sector rally was prompted by escalating trade tensions between the U.S. and China.
3 minute read
Stock Market Volatility Returns as Trade War and Tech Bubble Concerns Resurface
The Cboe Group’s VIX index is at its highest since early May.
3 minute read
Why Nothing Can Stop MP Materials Stock, at Least for Now
President Donald Trump said Friday the U.S. would retaliate against China over export controls.
2 minute read
Why Tesla Stock Is a ‘Must Own’
President Donald Trump told Americans not to worry about a brewing trade war with China.
2 minute read
Trump and Xi Are Playing Chicken on Trade. What Will Get Them to Blink.
The question now is what the off-ramp looks like, and how long it takes to reach it.
Long Read
Nvidia Stock Pops After Sharp Fall on Trump China Threat. Why It's Brushing Off AI Fears.
The chip maker is on the front line of trade tensions between the world’s two largest economies.
2 minute read
Alibaba, JD.com, NIO and Other China Stocks Rebound. Where They Go From Here.
A selloff in Chinese stocks was triggered by Trump’s Friday threat to impose an additional 100% tariff on China imports.
2 minute read
Tariff Latest: Rare Earth Minerals, Critical Software Controls, Chinese Export Data
President Donald Trump reiterated his plan to hit China with a 100% tariff but also said there was an “eternity” until the Nov. 1 deadline for the tariff imposition.
2 minute read
Tech Earnings Are Key to Stock Market Navigating Trump’s ‘October Surprise’
Last spring’s tariff selloff was saved by Big Tech. It might be harder this time.
3 minute read
