Commentary

Martin Kimel recently left the Securities and Exchange Commission. DOGE-driven changes will put investors at greater risk, he writes in a guest commentary.

U.S. exceptionalism isn’t just about stocks, Alicia Levine writes in a guest commentary.

Tariffs have Japanese bonds quaking, William Pesek writes in a guest commentary.

The group won precious time through a cease-fire with the U.S. It will remain a problem, Theodore J. Singer writes in a guest commentary.

Just moving out of China won’t be enough for Apple to satisfy the president’s demands for U.S. production, Ben Rose writes in a guest commentary.

If AI disappoints, a future of deficit-driven drag is likely, Vanguard’s Joe Davis writes in a guest commentary.

If the U.S. can’t seriously cut its debt, safe-haven status is in doubt, Edward Price writes in a guest commentary.

Three key priorities can protect the market from shocks, Nate Wuerffel writes in a guest commentary.

The Trump administration’s plans to limit China’s advantage on AI could be a flashpoint, Justin Sherman writes in a guest commentary.

The administration’s other policy makes aren’t reversible, Michael Madowitz writes in a guest commentary.

There is little to suggest Russia feels serious pressure from the president to end the fighting, Angela Stent writes in a guest commentary.

The trade truce will China may keep store shelves stocked, but 10% tariffs will still slow the economy, Erin McLaughlin and Yelena Shulyatyeva write in a guest commentary.

Money alone won’t get Europe through its new crisis, Christopher Smart writes in a guest commentary.

Progress in Congress would give relief from constant whiplash of tariffs, Daniel Bunn writes in a guest commentary.

China smelled weakness. Other leaders will too, William Pesek writes in a guest commentary.

Withdrawing the Fed’s swap lines would be a step toward ending dollar’s role as a reserve currency, Vincient Arnold writes in a guest commentary.

Tariffs could inhibit labor churn, Noah Yosif writes in a guest commentary.

A handful of companies could make or break Trump’s AI plans, Reva Goujon and Ben Reynolds write in a guest commentary.

There is little sign either side is ready to make significant concession, Brian P. Klein writes in a guest commentary.

Never has a policy promised so much from so little, Benn Steil writes in a guest commentary.

The bigger risk is in waiting too long, Gregory Daco writes in a guest commentary.

Managing simultaneous negotiations will tax an underpowered negotiating tea, Christopher Tang writes in a guest commentary.

Recent jumps in indexes of stock and bond volatility are likely to be permanent, Harley Bassman writes in a guest commentary.

Markets should prepare for a sharp downturn in the oil price, analysts with a satellite oil-tracking firm write in a guest commentary.

A few smart policy moves could put the economy on a path to growth, Glenn Hubbard writes in a guest commentary.