Commentary


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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For Americans to Stomach Pocketbook Pain, Trump Needs to Sell Them On His War

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

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If the Pre-IPO Is In Your Inbox, It Probably Isn’t the Deal You Think It Is

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

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Critical Minerals Are a Tricky Business. What Could Help.

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.

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The Odds of Financial Crises Are Rising. Will the U.S. Be There to Help?

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

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How the War in Iran Changes the U.S.-China Calculus

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.

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The Pentagon-Anthropic Fight Drags On. War in Iran Ups the Stakes.

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

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There’s No Escaping It. The Strait of Hormuz Must Be Reopened.

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.

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The Financial System Is Rebooting. Stakeholders Must Adapt.

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

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Reality Is Setting In. This Won’t Be A Short-Term Oil Price Spike.

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.

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Worried About Citrini’s Report? Just Watch Star Trek.

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

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Expect Gold, Treasuries, and Other Safe Assets to Rise After Iran Attack. Why Investors Shouldn’t Panic.

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

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What I Learned from Fed Chairman Alan Greenspan

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

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Kevin Warsh Has Big Ideas For Changing the Fed. Can He Get His Way?

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

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The Next Financial Crisis Won’t Be So Different from the Last

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.

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Does Private Credit Really Have an AI Problem?

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

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The Economy Needs More Competition. AI Can Make That Happen.

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

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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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