Trade

This year may go into the books as one marked by trade volatility, but 2026 may not be as calm as some investors hope.

A pocket of the market sees the risk of a steep S&P 500 decline in 2026.

President Donald Trump promised an economic boom of historic proportions in his speech to the nation Wednesday. Persistent inflation and a weakening job market could get in the way.

The S&P 500 is negative for the month. That doesn’t happen often in December.

Delayed jobs and inflation data come out this week, Supreme Court tariffs decision looms, SpaceX could serve up a feast in 2026, and more news to start your day.

Lawyers see a small chance that the ruling could come out this week.

That’s good news for Chinese equities, including tech, financials, and healthcare, says UBS. Plus, investment newsletter commentary on the U.S. deficit, the Federal Reserve’s asset purchases, and the 2026 market outlook.

Inflation was 3% year over year in September, according to the Bureau of Labor Statistics.

Tariffs are in focus as Trump administration awaits court ruling, Paramount Skydance takes fight to Warner Bros. shareholders, and more news to start your day.

Exiting, revising, or renegotiating the U.S.-Mexico-Canada trade agreement is “all on the table.”

The world is waking up to the shift in the U.S., Wendy Cutler writes in a guest commentary.

A ruling against the administration would threaten the core of Trump’s trade policy, raise questions about the federal budget deficit, and might trigger payments to some big companies.

A surge in shares of panel manufacturers is striking because it coincides with a mostly bleak period for the industry.

Whether Beijing will allow sales of the advanced AI GPU in the country remains to be seen.

Paramount raises drama with hostile bid for Warner Bros., Trump unveils farm aid, Berkshire Hathaway preps for life after Warren Buffett, and more news to start your day.

The aid money is likely to benefit seed and crop protection makers sooner than machinery makers.

The Tesla CEO tweeted that the “EU should be abolished,” a view he and the president likely share.

Over the weekend, military tensions between China and Japan escalated after Chinese military fighter jets radar-locked onto Japanese aircraft.

Lots of questions, few real answers, but no volatility. It’s weird out there.

The Supreme Court could rule on Trump tariffs as soon as this month. Firms are scrambling to stake their claims before a key deadline passes.

The S&P 500 had an amazing turnaround in the past week, coming back from one of its worst Novembers. But can it keep the party going?

As lower- and middle-income shoppers curb their purchases, retailers will be relying increasingly on heavy spending from affluent shoppers.

Mexico’s President Claudia Sheinbaum has sweet-talked U.S. President Donald Trump while Canadian Prime Minister Mark Carney has used tougher talk. Both markets have outperformed.

Spending rose 0.2% in September from August, missing expectations for a 0.4% increase.