Commentary


A New World Order Is Here. Developing Countries Are Between a Rock and a Hard Place.

Developing nations must assert economic sovereignty without rejecting globalization, Rabah Arezki writes in a guest commentary.

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India Is the Big Winner in Trump’s Trade War

The president’s tariffs have created new economic opportunity for India, Brian Klein writes in a guest commentary.

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Why Warsh Won’t Be Remembered for Cutting Rates

The likely next chair of the Federal Reserve will be judged by his handling of broader market issues, Ross Levine writes in a guest commentary.

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The Pentagon Is Keeping a Close Eye on These Chinese Firms. Investors Should Too.

The Trump administration is likely to crackdown further on Chinese companies this year, Jonathan E. Hillman writes in a guest commentary.

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Rubio Should Think Twice Before Burning Trans-Atlantic Bridges

Washington won’t succeed in its new global priorities if the European alliance is unraveling, Christopher Smart writes in a guest commentary.

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Crypto Falls Back to Earth

Cryptocurrencies are losing their narrative lure to gold, Marcello Estevão writes in a guest commentary.

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The Death of Software? Forget It.

An AI makeover is coming instead, Mark Penn writes in a guest commentary.

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The Atkins SEC Is Jackhammering the Foundations of Capitalism

Chair Paul Atkins is removing transparency and accountability from U.S. markets, Tyler Gellasch writes in a guest commentary.

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AI Is Sneaking Up on the Fed. Will Warsh Be Ready?

The presumptive next Fed chair is an AI booster. He needs to be prepared for its downsides, too.

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The Bond Market Is Already Delivering a Tough Lesson to the Next Fed Chair

The steepening of the yield curve is a warning for nominee Kevin Warsh.

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Student Loans Are Falling Into Default. Here’s a Way Out.

Simple fixes could prevent student loan delinquencies, Constantine Yannelis writes in a guest commentary.

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Japan Says Yes to More Debt. Global Markets Will Feel the Effects.

A new currency crisis could be in the offing, Desmond Lachman writes in a guest commentary.

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Congress Is Punching Holes in America’s Financial Defenses

Proposed crypto legislation would weaken Washington’s ability to wage financial statecraft, John M. Griffin and Amit Seru write in a guest commentary.

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Netflix-Warner Bros. Is a Marriage Made in Competition Heaven

The companies got a grilling this week over antitrust concerns. They’re misguided, Thomas W. Hazlett writes in a guest commentary.

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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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