Commentary


Trump Won’t Get His Third Term, But His Talk Matters to Markets

President Donald Trump is under more pressure than it seems to accomplish his agenda, writes Matt Gertken in a guest commentary.

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Trump Is Wrecking the U.S. Energy Advantage

Saudi Arabia and China are the winners so far, Carolyn Kissane writes in a guest commentary.

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The Dow Needs a Refresh. These New Members Could Make It Sing.

The Dow Jones Industrial Average has lagged behind its flashier cousin, the S&P 500 index, in recent years, James Glassman writes in a guest commentary.

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Trump’s Liberation Day Tariffs Put the Squeeze on the Fed

The market selloff will put pressure on Jerome Powell to deliver quick rate cuts, Christopher Smart writes in a guest commentary.

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Want to Bring Factories Back? This Is What It Takes.

A U.S. manufacturing renaissance won’t be easy, Erin McLaughlin writes in a guest commentary.

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Tariffs Won’t Bring Back Manufacturing. What They Will Do to Stocks.

The history of U.S. job losses is more complicated than the story President Donald Trump is telling, David R. Breuhan writes in a guest commentary.

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Germany Offers the Global Economy a Glimmer of Hope

Efforts to reform German debt brake could turn the country back into the locomotive of European growth, Desmond Lachman writes in a guest commentary.

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Canada Leads in AI policy. What the U.S. Should Learn From Its Neighbor.

Canada has created a model worth replicating, a commentary essay argues.

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Can Trump Boost Manufacturing Without Wall Street? The America First Experiment.

Companies are leaning into new U.S. factories, while capital is starting to look elsewhere, Ludovic Subran writes in a guest commentary.

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The Market’s Past Is Closer Than We Think

Investors have a blind spot to market regimes that took place outside their lifetimes, Phillip Toews writes in a guest commentary.

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Trump Could Move Past Signalgate. What He’d Need to Say. 

President Donald Trump has a political opportunity in the aftermath of the leaked Signal chat, Pamela Meyer writes in a guest commentary

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Crypto Saw a Savior in Trump. His Personal Ventures Are Undermining It Instead.

A new stablecoin launched by a Trump family-backed company is part of the problem, Amit Seru writes in a guest commentary.

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Trump’s Economic Arsenal Isn’t Limited to Tariffs. 5 Other Financial Weapons He Could Use.

If he wants to get extreme, President Donald Trump could try to undercut Canadian banks, Christopher Smart writes in a guest commentary.

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Housing Can Be Trump’s Legacy. Just Follow Lincoln’s Example.

The 16th president helped make homeownership part of the American dream. The 47th can, too.

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Decades After the ‘End of History,’ Liberal Democracy Is In Retreat

The U.S. is becoming more like China, in a twist on an influential best seller.

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Reciprocal Tariffs Are Just What the U.S. Needs to Fix Its Manufacturing Decline

President Donald Trump’s new tariffs could fix longstanding problems with the U.S. trading system, Christopher Tang writes in a guest commentary.

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Trump’s Crypto Plan Is Neither Strategic Nor a Reserve 

Americans have a lot to lose from a strategic crypto reserve, Dennis Kelleher writes in a guest commentary.

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The U.S. Doesn’t Have a Deep State. It Never Should.

Theodore J. Singer had a career watching murky bureaucracies at work. His experience is a cautionary tale, he writes in a guest commentary.

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Income Inequality Is Accelerating Inflation

The wealthiest 10% of Americans now make up nearly 50% of consumer spending. And where they spend, prices tend to rise, Alí R. Bustamante writes in a guest commentary.

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Give Me a Job, Too, Mr. President. I Need the Tax Break.

A special tax break is available to certain presidential appointees. Allan Sloan wants in.

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Who’s to Blame for High Egg Prices? Ask the Economists.

Politicians are worried about price fixing. The reason for high egg prices is simpler than that, Brian Albrecht writes in a guest commentary.

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Inflation Numbers Don’t Capture All the Economic Pain. What We’re Not Measuring.

The way economists measure inflation doesn’t always match up with the way people experience rising costs, J.W. Mason writes in a guest commentary.

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Chinese AI Is Following a Familiar Playbook. U.S. Firms Should Worry.

AI adoption could depend on cost over capability. That gives China an edge Sam Bresnick and Cole McFaul write in a guest commentary.

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Trump’s Rise Marks the End of a Long Progressive Era in the U.S.

The president’s address to Congress indicates his cuts could go deeper than than anyone expected, Edward Price writes in a guest commentary.

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China Holds Hundreds of Billions in U.S. Treasuries. How Trump’s Tariffs Could Change That.

Asia’s stealth drawdown of U.S. debt is a warning to Trump, William Pesek writes in a guest essay.

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