Trade


Trump Could Lower Steel Tariffs. It’s Hitting These Stocks.

U.S. steel and aluminum stocks were lower in early trading on Friday.

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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 S&P 500 Can't Break 7000. Here's What Is Holding It Back.

The S&P 500 first tested 7000 back in late October.

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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 House Is Poised to Rebuke Trump on Tariffs. What It Signals About His Power.

A resolution would end the levies on tariffs the president imposed by executive order on Canada last February.

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Japan’s Takaichi Scores Sweeping Election Win. Why It’s a Victory for Global Markets.

Sanae Takaichi wins the strongest electoral mandate in Japan since World War II.

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Bridgewater’s Ray Dalio Foresees a Capital War. The Worst Asset, and How Much Gold to Own.

The hedge fund founder sees the 70%-plus move in gold over the past year and dollar weakness as signs that doubts about the value of money are growing.

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Google Shows the AI Trade Isn’t Dying, Just Changing. How to Play It.

Trump-Xi detente continues, Fed’s Lisa Cook says inflation progress has stalled, Bitcoin falls below $70,000, and more news to start your day.

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Trump and Xi Both Say They Had a Friendly Call. Their Descriptions of What They Discussed Differ.

In a social media post, Trump said the call included discussions about his planned trip to China in April.

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Lowering Tariffs on India Is Good, But Not Good Enough

The deal still leaves high tariffs in place, Gary Shapiro writes in a guest commentary.

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Palantir Is a Rare AI Software Success. Markets Need More of Them.

Elon Musk combines SpaceX and xAI, strategic mineral stockpile aims to cut China reliance, Oracle tests investors’ AI appetite, and more news to start your day.

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Why the Treasury Market Is Deathly Quiet—and What Ends the Lull

One possibility is that none of the developments have changed the math on interest rates. That could change.

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Trump Wants a Critical Minerals Stockpile. What It Means for MP Stock.

Commodity stockpiles can smooth out cycles for industry by selling when prices are high and buying when prices are low.

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Trump and Modi Announce Initial Trade Pact. Why It’s Good for Indian Stocks.

It involves lower tariffs and a new agreement on oil purchases.

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Inside the Mind of the Man Who May Lead the Trump Fed

Kevin Warsh is among the top three contenders for the next chair. He spoke with Barron’s about rates, inflation, Powell, and more.

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Dollar Rebounds Modestly as Trump Chooses Kevin Warsh as Next Fed Chief

Donald Trump wants lower rates. Markets aren’t sure he’ll get them.

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Powell Exudes Confidence About the Economy. The Fed Can Wait to Cut Rates.

Federal Reserve Chair Jerome Powell painted an upbeat picture of the economy at his latest press conference, suggesting the Fed could take its time in cutting interest rates.

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This Could Be the Most Important Number in the 'Sell America' Trade

If foreign investors really start to dump U.S. assets, this number could be the reason.

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Canada’s Carney Goads Trump. Markets Are Behind Him.

Canada has gotten tough with the U.S. But the country is dependent on the U.S., so is it worth it? Canadian markets are calm so far.

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Investors Can Deal With Uncertainty. They Fear Unpredictability.

Markets have thrived despite unprecedented changes from the U.S. It may not last.

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The Dollar Seems Doomed. Why Some Economists Are Pushing Back.

Options market activity shows traders are betting heavily on a weaker dollar.

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The Weather is Freezing but Stocks Are Hot. It’s the January Effect.

“As goes January, so goes the year,” according to the founder of the Stock Trader’s Almanac.

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Trump’s Tariffs Are Redrawing World Trade. Watch Gold, Copper for the Impact.

BlackRock’s Rieder is favored by traders to lead the Fed, healthcare stocks plunge, Polymarket scores another deal, and more news to start your day.

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EU and India Strike 'Mother of All' Trade Deals. Why It's a Blow for Trump.

The European Union and India struck a free-trade agreement Tuesday, strengthening their relationship amid tariff tension from the U.S.

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