Commentary


The Fed’s 2% Inflation Target Is No Longer Enough

In a world of constant supply-side shocks, inflation is no longer the right target for monetary policy, Alexander William Salter writes.

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War Is Stretching Europe’s Finances Thin. Why A Debt Crisis Isn’t Likely.

The European Central Bank has made changes since the 2010s debt crisis, Desmond Lachman writes in a guest commentary.

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The Iran War Is Changing the Bond Playbook

Investors may be better off looking outside the world’s core bond markets right now, Brij Khurana writes in a guest commentary.

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Congress Is Broken. Investors Are Starting to Notice.

A dysfunctional legislative branch is increasing the risk premium associated with the U.S., Casey Burgat writes in a guest commentary.

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Investment into the U.S. Is Rising. The Government Has Plans to De-Risk It.

A new task force is needed to make sure foreign direct investment is safe, Chris Pilkerton writes in a guest commentary.

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An Iran War Deal Won’t Be Effective Without Tackling This Iranian Problem

Unless dismantled, Iran’s financial infrastructure, which relies on crypto, will threaten a lasting deal, Albert Wolf writes in a guest commentary.

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Tax Refunds Are Higher. That’s Only a Fraction of the Story.

The reality of Tax Day 2026 was different than the one the president celebrated, Daniel Bunn writes in a guest commentary.

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Mamdani Wants to Tax Your Second Home. Here’s A Better Idea.

There is a different policy that would be more effective than a pied-à-terre tax, Robert P. Inman and Michael S. Knoll write in a guest commentary.

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European Stocks Are Ready to Outperform the U.S. Here Are Three Reasons Why.

Europe’s fundamentals are improving while America’s decline, Kristina Hooper writes in a guest commentary.

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Europe Needs to Get Serious About Its Defense. A New Bank Is the Answer.

Current defense funding mechanisms aren’t doing enough, Christopher Collins and Mike O’Sullivan write in a guest commentary.

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The Iran War May Spur Another Arab Spring. But Not in the Way Trump Hopes.

Elevated oil and fertilizer prices could stir unrest in the Middle East again, Sarah Yerkes writes in a guest commentary.

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The Radical Independence of David Webb

The late investor left behind important lessons for shareholders, JC de Swaan writes in a guest commentary.

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The Economy Endured One Energy Shock. It Can’t Do It Again.

Investors need to start seriously considering that reality, Matthew Jeffrey Vegari writes in a guest commentary.

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Why 2026 Is Biotech’s Comeback Year

Headwinds in the sector are clearing. That is good news for venture firms seeking liquidity and for a stock market looking for growth stories, Nilesh Kumar writes in a guest commentary.

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The Government Isn’t ‘Insolvent.’ Its Fiscal Picture Still Needs Fixing.

Policymakers should step in to correct the fiscal imbalance sooner rather than later, Casey Burgat writes in a guest commentary.

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Yes, AI Will Impact Jobs. No, You Don’t Need to Panic.

We aren’t on the precipice of a massive surge in unemployment from AI replacing workers, Tim Mahedy and Guy Berger write in a guest commentary.

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Software Stocks Are Souring Again. Why ‘HALO’ Companies Might Not Be a Better Bet.

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

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Paramount is the Better Deal. Congress Should Move On.

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

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Trump’s Sphere-of-Influence Politicking Is Backfiring

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.

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Iran War Puts Pressure on Japan’s Economy. Takaichi Is In a Bind.

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

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Earnings Reports Every Quarter? The Pros and Cons From Wall Street Insiders

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.

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Iran and Russia Need Drones. Their Cooperation Has Become Competition.

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

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The Unintended Winners and Losers of the War In Iran

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

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Gen Z Is Full of Financial Angst. Listen to Them.

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

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Here’s the Solution to the Deficit. Hint: It Isn’t Taxes.

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.

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