Commentary


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.

4 minute read

Go to article

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.

4 minute read

Go to article

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.

4 minute read

Go to article

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.

Long Read

Go to article

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.

4 minute read

Go to article

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.

4 minute read

Go to article

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.

Long Read

Go to article

Paying for Trump’s ‘Dream Military’ Could Be a Nightmare

A dramatic boost to military spending isn’t what the U.S. budget or economy need right now, Desmond Lachman writes in a guest commentary.

4 minute read

Go to article

Trump’s Greenland Grab Is Already Leaving Scars

Trump’s tone-deaf approach to Greenland will damage a far more important pillar of U.S. security, Christopher Smart writes in a guest commentary.

Long Read

Go to article

The Biggest Problem for Housing Affordability Isn’t Interest Rates

If the Trump administration is serious about housing affordability, it needs to toss out some rules, Satish Mansukhani writes in a guest commentary.

Long Read

Go to article

Watch Closely How China Talks About Venezuela. It’s the Taiwan Playbook.

Beijing is attempting to portray a reality that benefits China, Isaac Stone Fish writes in a guest commentary.

4 minute read

Go to article

Trump Removed Maduro But Left Venezuela’s Resource Curse

Plentiful resources alone aren’t enough to generate investment opportunities, Carolyn Kissane writes in a guest commentary.

4 minute read

Go to article

The U.S. Can Win in a World Without Rules. Maduro's Capture Changes the Game.

Maduro’s exit may help Venezuela. For the U.S., the outlook is more complicated, Edward Price writes in a guest commentary.

3 minute read

Go to article

It’s Time to Unleash the Public Markets

Overzealous regulators are getting in the way of the real economy, Amar Bhidé writes in a guest commentary.

4 minute read

Go to article

Chinese Culture Is Shaping How It Uses AI. It Looks Very Different From the U.S. or Europe.

Other countries could learn something from China, Winnie Jiang, Yidi Guo, and Runjia Zhang write in a guest commentary.

Long Read

Go to article

Bitcoin Won’t Replace Banks. It Could Become Their Quiet Reserve Asset.

The future bank executives expected isn’t coming to pass, Emir Phillips writes in a guest commentary.

Long Read

Go to article

The U.S. Remained the Market to Beat In 2025. Will That Last?

Other markets look worse than in the U.S. But cracks are starting to form, Ashley Lester writes in a guest commentary.

4 minute read

Go to article

What Happens If the U.S. Can’t Get Enough Magnesium? You Don’t Want to Find Out.

National security relies on reviving magnesium production, Jahara Matisek, Alex Grant, and Morgan D. Bazilian write in a guest commentary.

4 minute read

Go to article

Fixing the U.S. Agricultural Trade Deficit Is a Fool's Errand

A forecast $50 billion deficit would be the largest in modern history, Cullen S. Hendrix writes in a guest commentary.

Long Read

Go to article

Investors’ Picture of Global Growth Needs an Update

Calm headline growth figures mask a realignment among emerging and developed economies, Marcello Estevão and Jonathan Fortun writes in a guest commentary.

Long Read

Go to article

Who Wants Venezuela’s Oil Anyway?

It will take serious convincing for investors to return to Venezuela, Ben Cahill writes in a guest commentary.

4 minute read

Go to article

Qatar Has a Competitive Edge Against the U.S. in the Struggle to Reach New Gas Markets

U.S. exporters may have trouble selling LNG cargoes in the year ahead, Leslie Palti-Guzman writes in a guest commentary.

4 minute read

Go to article

Stop Obsessing About Risks and Let the Banks Compete

The entire financial system would be more stable from more innovation and less regulation, Karen Petrou writes in a guest commentary.

Long Read

Go to article

The Bank of Japan’s Next Rate Hike May Be Its Last for a Long Time

The bank’s rate tightening this week is likely to ignite a political firestorm, William Pesek writes in a guest commentary.

Long Read

Go to article

Interest-Rate Caps Aren’t the Solution to Our Credit Card Woes

A plan in Congress will only make the problem worse, Michael Busler writes in a guest commentary.

3 minute read

Go to article

of 11 pages