Trade


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.

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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.

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Bitcoin Price Fell Below $65,000. Why Trump Tariff Turmoil Is Crushing Cryptos.

Cryptocurrency prices were falling early Monday, amid market nervousness linked to the status of U.S. trade tariffs.

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How the Trump Administration Could Go Ahead With More Tariffs

Analysts think the president’s Plan B could mean levies are applied more broadly, and for longer, than before Friday’s Supreme Court ruling.

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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.

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‘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.

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Packaging Stocks Are Today’s Leading Decliners. The Tariff Turmoil Doesn’t Help.

Cardboard prices unexpectedly fell in February, continuing a decline.

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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.

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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.

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Gold Price Rises. Why Trump Tariff Fears Could Drive It Even Higher.

Precious metals prices rallied on the back of heightened uncertainty over U.S. trade policy.

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Trump Adviser Kevin Hassett Walks Back Demands for Discipline of Fed Researchers

The White House economic adviser expressed regret for suggesting researchers be disciplined after they published data contradicting the administration’s tariff stance.

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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.

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Review Preview: Tariff Roller Coaster

The Supreme Court’s decision striking down President Trump’s tariffs has brought more questions than answers. Trump has promised more levies, and the legal fight over refunds is just beginning.

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Trump Plans to Double Down on Tariffs After Court Defeat. What’s Ahead for Investors.

The Supreme Court’s decision to strike down the president’s signature trade policy will stoke further uncertainty and add to the government’s debt.

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The Supreme Court Muddies the Tariff Waters. AI and Private Credit Still Have Markets on Edge.

Lower tariffs would be welcome, but other factors are keeping markets at bay.

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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.

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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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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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India’s Trade Success Isn’t Boosting Its Stocks

India and the U.S. have an interim trade deal that paves the way for lower tariffs. But challenges remain.

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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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India Is the Big Winner in Trump’s Trade War

The president’s tariffs have created new economic opportunity for India, Brian Klein writes in a guest commentary.

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Beijing Could Focus on the Shopper in the Year of the Horse. Smart Ways to Play It.

There’s a lot to celebrate after big wins in 2025 for the world’s second largest economy.

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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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