Trade


There’s $7 Trillion in Money-Market Funds. That’s Bullish for Stocks, Says This Investment Pro.

Jack Ablin, chief investment strategist of Cresset, likes founder CEOs, private-market assets, and dividend-paying companies.

Long Read

Go to article

TSMC, Samsung Stocks Gain. Why Trump's Chips Tariff Isn't as Scary as It Seems.

Taiwan Semiconductor Manufacturing and Samsung have invested heavily in the U.S.

2 minute read

Go to article

Apple Shows How to Avoid Trump Tariff Pain. Why It’s Not Great for Stock Markets.

Firefly Aerospace launches IPO above expectations, the housing market looks out of whack, and more news to start your day.

Long Read

Go to article

Higher Tariffs Are Here to Stay. This Is When the Effects Could Hit.

The average effective tariff rate has climbed to more than 18%, six times where it started the year, according to the Yale Budget Lab.

Long Read

Go to article

AI Is Driving This Stock Market Rally. Why a Trump Chips Tariff Could Kill It.

AMD earnings beat expectations but China semiconductor sales are difficult to predict, the president has candidates to reshape the Fed, and more news to start your day.

Long Read

Go to article

Trump Is Using Tariffs to Snag Trillions in U.S. Investments. Is It for Real?

Trade experts say these commitments leave more questions than answers.

4 minute read

Go to article

Services Sector Posts Weaker Activity, Even as Costs Are Rising

The latest report card on the services sector of the U.S. economy shows a pullback in business activity and employment, even as input costs are rising.

3 minute read

Go to article

A New China Tariff Deadline Isn’t a Lock. Get Ready, Wall Street.

A lot is still up in the air with tariffs, especially with China, one of the most important U.S. trading relationships, for the global economy.

4 minute read

Go to article

Trump Says China Deal Is 'Very Close,' Threatens the EU, Talks Tariffs on Semis

President Donald Trump said the U.S. was “getting very close” to a deal with China, while also threatening to impose higher tariffs on the European Union.

4 minute read

Go to article

Palantir, Tesla Have Extreme Valuations and CEO Pay. Why Karp and Musk Are Worth It.

More drama as countries brace for Trump tariffs this week, Wall Street’s year-end bonus outlook is improving, and more news to start your day.

Long Read

Go to article

Trump Threatens Higher Tariff Rates on India Over Russian Oil

India has a large trade surplus with the U.S. and was previously facing 25% rates set to go into effect this Thursday.

3 minute read

Go to article

Stock Markets Face More Shocks After Jobs Data. Watch the Fed and Earnings.

The White House says this week’s tariffs are final, Tesla’s self-driving technology legal woes are bad for the industry, and more news to start your day.

Long Read

Go to article

Stock Futures Little Changed to Start New Month

White House officials stressed to the Sunday news shows that the latest tariff deadlines, pushed back from Aug. 1, were final and wouldn’t be renegotiated before they take effect starting Thursday.

2 minute read

Go to article

Stagflation Is Coming. Don’t Blame the Fed—Blame Tariffs.

Hiring has slowed in the aftermath of President Trump’s Liberation Day announcement. Expect layoffs and more inflation next.

Long Read

Go to article

Strong Earnings Can’t Save the Stock Market From Jobs and Tariffs

“What is good for the Magnificent Seven names is not necessarily good for the rest of the equity market,” one strategist said, as stocks suffered their worst week since May.

3 minute read

Go to article

Big Tech Says Consumers Are Still Spending. Can It Last?

Amazon, Apple and other tech companies saw strong demand from U.S. shoppers. Their assessments clash with the market’s dour mood over slower hiring and higher inflation.

3 minute read

Go to article

Copper Just Endured Its Worst Day Ever. It May Have Further to Fall.

There was a major selloff after the Trump administration announced its copper tariffs. Economic weakness could send prices lower.

3 minute read

Go to article

Earnings Season Is Going Really Well. Don’t Overthink It.  

Companies are reporting beats time and again—and offering upbeat outlooks. Their reward: big gains from Wall Street.

3 minute read

Go to article

Trump Tariffs Are Here. The Road Ahead Still Isn’t Clear.

Even the most fleshed-out trade pacts are light on details, and in some cases there are different interpretations of what was agreed upon.

Long Read

Go to article

Trump Will Remake the Fed. Lower Rates Are Just the Start.

A bubbling movement to overhaul the Fed is ready to seize the moment. Big changes are in store for the central bank.

Long Read

Go to article

Nvidia Drops After Big Tech Earnings Boom. What’s Pumping the Brakes.

Nvidia was pulling back from record highs following President Donald Trump’s plan to hike tariffs on some U.S. trading partners.

2 minute read

Go to article

XPeng Deliveries Soar but China's EV Makers Hit By U.S. Trade Fears. What It Means for Tesla.

Shares were sliding, with investors also fretting about President Donald Trump's tariff plans.

2 minute read

Go to article

Stocks Are Still Vulnerable to a Tariff Shock. What Apple and Amazon Earnings Reveal.

Trump sets a 10% baseline tariff, Apple’s quarter boosted by iPhone sales, Figma stock more than triples in IPO, and more news to start your day.

Long Read

Go to article

Bitcoin, XRP, Ether Drop. Why Trump Tariffs Are Hitting Cryptos.

Cryptocurrencies fell Friday after new U.S. tariff announcements shook the market.

1 minute read

Go to article

of 20 pages