Commentary


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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What Keeps CEOs Up At Night. Hint: It Isn’t AI.

Businesses face another year of unrelenting uncertainty, Dana Peterson writes in a guest commentary.

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The Fed Has a Major Blind Spot. It Is Finally Starting to See the Problem.

Fed governor Stephen Miran is calling attention to a long-neglected problem, Patrick McLaughlin writes in a guest commentary.

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A Wavering Warsh Comes to the Fed

Kevin Warsh will need to show humility around his newfound dovishness, Constance Hunter writes in a guest commentary.

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Bowing to the Affordability Mirage

Policymakers say they want price stability but pursue all the wrong fixes, Mickey D. Levy and Michael D. Bordo write in a guest commentary.

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U.S. Oil’s Return to Venezuela Is Turning Into a Slog

The oil industry needs a clear path forward for Venezuela’s political future, Jerry Haar writes in a guest commentary.

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China’s EVs Are Coming to Canada. Americans Should Welcome Them, Too.

U.S. consumers will soon be seething with envy at the price cuts across the border, Clifford Winston writes in a guest commentary.

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Europe’s Talk of Dropping U.S. Tech Is Growing. How It Would Happen.

The flap over Greenland has accelerated discussions that once seemed unrealistic, Justin Sherman writes in a guest commentary.

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Home Insurers’ Math Changed. We’re All Paying the Price.

Home insurance costs are rising because disaster costs have risen. It is shaping up to be the next housing-affordability shock, Jonathan Crystal writes in a guest commentary.

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Affordable Housing, Made in America

Undermining American manufacturing by relying on foreign suppliers won’t fix the housing affordability crisis, Scott Paul writes in a guest commentary.

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Healthy 401(k)s Need Strong Public Markets

Public markets have powered middle-class financial security for decades. We need to make sure they keep growing, Zach Buchwald writes in a guest commentary.

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Ukraine Will Be the Business Opportunity of the Decade

Once peace takes hold, Ukraine will become one of the world’s most dynamic emerging economies, Howard J. Shatz writes in a guest commentary.

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Trump’s Foreign Policy Could Have Europeans Looking Elsewhere for Energy

President Donald Trump can set off flashpoints like Greenland because of the power of U.S. markets. Buyers may rebel, Ben Cahill writes in a guest commentary.

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The Fed’s Growing Footprint on the Market Has a Cost

An expanding Fed balance sheet will drive up asset prices, Brij Khurana writes in a guest commentary.

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The U.S. Didn’t Lose to Globalization. It Invented a Better Version of It.

The U.S. globalized by exporting firms, not goods, Marc Chandler and Adam Farhat write in a guest commentary.

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Trump’s Greenland Antics Undermine the Full Faith and Credit of the U.S.

It is all too logical for Europe to dump Treasuries, Mark Y. Rosenberg writes in a guest commentary.

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Markets May be the Only Check Left on Trump

Markets’ patience for the president won’t last forever, Carolyn Kissane writes in a guest commentary.

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What We’ve Learned from the DeepSeek AI Shock, a Year Later

The U.S.-China AI race isn’t as close as it seemed, Chris Miller writes in a guest commentary.

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A Congressional Stock-Trading Ban Finally Has Legs

A bill to ban trading individual stocks advanced this week. The time is ripe, Casey Burgat writes in a guest commentary.

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An Iran Oil Shock Would Be Ugly. It Is Still a Live Risk.

The Iranian regime, embattled by protesters, the U.S., and Israel, might panic, Matt Gertken writes in a guest commentary.

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Trump Has a Choice to Make in Venezuela

If he wants Venezuelan oil, he needs to decide how he wants to get it, Gregory Makoff writes in a guest commentary.

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Delaware Rights Its Wrong In Tesla Case

The state’s high court recommitted to the rules that underpin corporate America’s success, Zi “Nancy” Ning writes in a guest commentary.

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How Trump’s Credit Card Interest Rate Cap Backfires

Locking subprime borrowers out of credit access won’t help the economy, Andrew Schwartz writes in a guest commentary.

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The Fed Isn’t Out of the Woods Yet. A Bigger Test Is Coming.

The Department of Justice’s investigation into Jerome Powell may not even be the biggest threat facing the Federal Reserve, Mike Harris writes in a guest commentary.

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