Commentary

Business fundamentals still matter for HALO firms, Seth Kirkham writes in a guest commentary.

Investors and moviegoers both win in the Paramount-Warner Bros. Discovery deal, Brett Decker writes in a guest commentary.

He made a strategic bet that an open world order no longer works in America’s favor. The U.S. is paying it, Marc Chandler writes in a guest commentary.

Japan’s prime minister in a tough spot going into her meeting with President Donald Trump, Desmond Lachman writes in a guest commentary.

The SEC and the president want to end the requirement for public companies to report quarterly earnings. Barron’s asked select experts to assess the idea.

Competition for defense materials will shape Russian and Iranian war efforts, Omar Al-Ghusbi writes in a guest commentary.

The war is a blow to Europe and NATO and a boon for Russia, Christopher Smart writes in a guest commentary.

Older generations should be more empathetic to younger Americans’ money problems, Daniel C. Munson writes in a guest commentary.

Our national debt is a spending problem, not a revenue problem. Tax hikes alone can’t solve the problem—and they might even make it worse, Adam Michel writes in a guest commentary.

The public needs clarity from the administration about the war’s purpose and timeline, Edward Price writes in a guest commentary.

Pre-IPO investment opportunities marketed to retail investors aren’t what they seem, Marshall Sandman writes in a guest commentary.

The government has an important role to play in managing critical mineral markets, Morgan Bazilian, Brad Handler, Ian Lange, and Andrew Bauman write in a guest commentary.

The U.S. historically leads recovery efforts. That is becoming less certain, Robert Hormats writes in a guest commentary.

The conflict may flip which country has the upper hand heading into the Trump-Xi negotiations next month, Diana Choyleva writes in a guest commentary.

The Department of Defense formally labeled the AI firm a supply chain risk Thursday, despite its tech being used in the war.

The Trump administration’s efforts to support some transit in the strait won’t be enough to stabilize the energy market over the longer run, Ben Cahill writes in a guest commentary.

The managing director of the World Economic Forum writes that governments must adapt to a fragmenting world order.

Traders initially treated the Iran conflict as just another geopolitical blip. That assumption is becoming harder to defend, Carolyn Kissane writes in a guest commentary.

Markets have reasons to fear uncertainties about AI. Sci-fi thought experiments might offer guidance, Mark Rosenberg writes in a guest commentary.

Investors should assess the Middle East conflict carefully before reacting, Matt Gertken writes in a guest commentary.

For Greenspan’s 100th birthday, veteran Fed reporter David Wessel reflects on the former chair’s time at the central bank.

The Federal Reserve chair nominee will face an uphill battle to forward his agenda, Joseph Gagnon writes in a guest commentary.

The lack of will to police untested financial instruments is setting the stage for crisis similar to 2008, David Slovick writes in a guest commentary.

Markets are wrong to price a terminal outcome into short-duration instruments, Andres Pinter writes in a guest commentary.

AI promises to lower barriers to entry, giving a boost to stale industries, Brij Khurana writes in a guest commentary.