LATEST ARTICLES
Emerging Market Stocks Are Outperforming the S&P 500. How to Play the Rally.
Emerging market stocks are hitting new highs, driven by Asian AI firms and Latin American commodity exporters.
4 minute read
China Is Playing Iran Peacemaker in Advance of Summit With U.S. Here's Why.
China wants to get oil flowing again, driving its desire to find a peace deal between the U.S. and Iran.
3 minute read
Trump Isn’t Backing Down on Tariffs. European Autos Show It.
The Trump administration cited the EU’s failure to ratify its trade agreement as a reason for raising the tariffs on autos.
4 minute read
The U.S.-China Tech Rivalry Is Heating Up. What It Means for the Trump-Xi Summit.
Tensions have eased on trade, and a summit is set for mid-May, but a tech battle is intensifying.
4 minute read
China and the Gulf Are Using AI a Lot. Watch These Stocks.
About a fifth of the revenue coming from emerging-market companies is linked to AI.
3 minute read
Sulfur Is Critical for Food and Mining. Why a Shortage Matters.
Sulfur prices have surged since the start of the Iran war because of a shortage.
4 minute read
How to Know If U.S.-Iran Talks Are Going Well
The global pain is going to spread if the war continues. There is pressure on both sides to reach a deal, but also big differences in their respective positions.
4 minute read
Tariff Refund Portal Is Already Giving Errors
A spokesperson for the government advised checking the website regularly.
2 minute read
Wall Street Is High on the Iran War Ending. Where the Mood Is Far Different.
Other countries take a sober view of the re-opening of peace talks and the Strait of Hormuz. Their worry is the global economy.
4 minute read
Tariff Refunds Are Getting Closer. So Are New Levies.
Trump officials signaled new import taxed would be imposed soon.
3 minute read
Trump Economic Advisor Says Oil Can Recover Quickly
Kevin Hassett said that oil prices will drop soon after the Strait of Hormuz is reopened. Industry observers say it could take years to restart many damaged energy facilities.
2 minute read
Bessent Pushes Fed to Cut Rates, but Understands War Clouds the Picture
The Treasury secretary also weighed in on global growth and China at an event Tuesday.
3 minute read
IMF Lowers Global Growth Target to 3.1%, Citing Economic Shock From Iran War
The International Monetary Fund warned its projection could drop to 2% if energy disruptions continue into next year.
Long Read
Helium Is in Short Supply. 7 Stocks to Play Even if the Iran War Drags On.
Helium is running low because of the Iran War. Pavilion Global strategists offered up ways to play the shortage.
2 minute read
Former U.S. Trade Chief on State of Tariffs, Refunds, and USMCA Renewal
Former U.S. Trade Representative Katherine Tai stresses renewing the USMCA by July 1, warning against complex bilateral trade deals.
Long Read
Iran War Darkens IMF’s View of Global Growth
The International Monetary Fund is poised to lower its global economic growth projections even in the best-case scenario.
4 minute read
How to Tell Whether the Iran Cease-Fire Will Hold—and What to Buy if It Doesn’t
Investors are watching the Strait of Hormuz, Iranian uranium, and Washington politics for clues about whether the Iran cease-fire will last—and which assets could benefit if it doesn’t.
Long Read
U.S.-China Relations Are ‘Stable’ Ahead of Summit, Trump’s Trade Chief Says
Some geopolitical strategists have floated the prospect that the summit could pave the way for Chinese investment into the U.S.
3 minute read
Guggenheim’s Anne Walsh Sees Private Credit Concerns as Noise
Guggenheim’s Anne Walsh, one of Barron’s 100 Most Influential Women in U.S. Finance, said she does not see cracks in private credit as a widespread issue.
4 minute read
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