Trade


Trump and Xi Talk Taiwan as Japan Ratchets Up Tensions

Taiwan, Ukraine, and trade were discussed, the Chinese embassy says.

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The U.S.-China Trade Detente Is Fragile. Soybeans Are a Warning Sign.

Both rivals are intensifying their efforts to reduce their vulnerabilities, and there are indications that some commitments under the deal might not be fulfilled.

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A Market Rebound Can Last. Why Ukraine, Fed Rate Hopes Are Eclipsing AI Fears.

Interest rates should be higher based on the Taylor rule, Thanksgiving air travel will be busiest in 15 years, and more news to start your day.

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The U.S. Needs Better Data. Why We Fell Behind and How We Can Catch Up.

The recent government shutdown underscored that U.S. statistical agencies provide numbers that can’t yet be fully replicated by private data.

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This Market Selloff Has Engulfed Stocks, Crypto, Gold. How the Fed Can Stop It.

Crypto caught in broad market selloff, food, restaurant companies feeling relief, U.S.-China trade deal is fragile, and more news to start your day.

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Japan Reaches for Stimulus. The Bond Vigilantes Will Pounce.

Fiscal irresponsibility is coming at the worst time, Desmond Lachman writes in a guest commentary.

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Beef, Coffee, Cocoa Are Set to Get Cheaper. These Food Stocks Are Rising.

The tariff rollback is a relief for many restaurant chains and packaged-food makers, that have seen substantially more expensive input costs.

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On Stock Doesn’t Have a Tariff Problem After All

The sneaker maker’s shares jumped 18% after earnings but could still have room to run.

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Not All Rare-Earth Metals Are Created Equal. What It Means for Investors.

Understanding the rare-earth industry isn’t easy. Investors have no choice but to get up to speed, quickly.

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USA Rare Earth Falls After Deal Approval. What’s Next for the Trade.

Wednesday, USA Rare Earth said it had received U.K. approval to buy Less Common Metals.

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China Escalates U.S. Rare-Earths Tension. What It Means for Mining Stocks.

China is considering a system that could make it more difficult for defense contractors to obtain rare-earth materials, according to The Wall Street Journal.

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Trump’s $2,000 Tariff Dividend Checks Will Blow a Huge Hole in the Deficit. Here’s the Math.

The president is calling for dividends that would cost more than tariffs bring in, analysts say.

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MP Materials Stock Rises on Upgrade. Why the Analyst Sees a ‘Buying Opportunity.’

Sunday, Deutsche Bank analyst Corinne Blanchard upgraded shares of MP Materials to Buy from Hold. Her price target went to $71 a share from $68.

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Stock Futures Rise as Senate Weighs Funding Vote

This week was to have featured the latest consumer and producer price indexes, but their release has been delayed by the government shutdown.

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It’s Not Just Mamdani. Big Brother Is Coming for the Stock Market.

Though the immediate impact of Mamdani’s win is limited, the signal it sends is not. Americans are increasingly comfortable voting for heavy-handed government.

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MP Materials Stock Jumps After Earnings. Why the Market ‘Has It Wrong’ on Rare Earths.

Shares of rare earth companies are down again after MP and USA Rare Earth reported third quarter numbers.

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Tariffs Could Survive the Supreme Court. But Why Should They?

A failed economic experiment should be allowed to fade into history, Ben Harris writes in a guest commentary.

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Big Tech Sank the Stock Market. What to Buy Instead.

Maybe it was an excuse to take profits. Maybe investors realized that Palantir stock was too expensive at 248 times 12-month forward earnings. It’s time for everything else to shine for a while.

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The Tech Selloff Tests AI’s Believers. A Fed Rate Cut May Bolster Their Faith.

Big tech has taken a beating this week but it’s still the market’s best bet.

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Trump’s Power Looks to Be Slipping. What a New Political Era Might Bring.

A difficult week for the administration is a sign of bigger changes to come. They could take markets by surprise.

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How a Dutch Auto Chip Maker Got Caught Up in the U.S.-China Trade War

The Dutch government’s repossession of auto chip powerhouse Nexperia from its Chinese parent looks to be spreading pain across the auto industry.

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Nvidia Stock Rises. CEO Jensen Huang's Warning About China and the AI Chips Race.

Nvidia stock gained as CEO Jensen Huang warned Chinese competitors are near to matching U.S. capabilities in AI chips. 

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Trump Tariffs Are on the Block. Axing Them Would Have Unexpected Market Consequences.

Hope for and end to the government shutdown as it enters Day 37, Robinhood’s revenue doubles, and more news to start your day.

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