Economics
A Well-Known Consumer Sentiment Survey Is Sending Misleading Messages. Here’s Why.
Pessimistic readings from the University of Michigan survey are at odds with economic trends. A change in methodology may be partly to blame.
3 minute read
Here’s How Oil Could Climb to $120 a Barrel, Strategists Say
Almost a third of the global seaborne oil trade moves through the Strait of Hormuz. Any interruption could send crude prices soaring. Plus, investment newsletter commentary on the job market, small-caps, emerging market bonds.
Long Read
Dollar’s Haven Status Stands Out After Israel's Attack on Iran
The dollar just gave a clear example of a risk-off environment—but it isn’t performing well overall.
2 minute read
Israel's Attack Piles Trouble on Trump's Plate. Trade Uncertainty Could Linger.
The president’s to-do list just got a lot longer. and more complicated.
4 minute read
Carvana Stock Falls. Tariffs May Impact the Used-Car Retailer.
Analysts at J.P. Morgan pumped the brakes on Carvana stock.
2 minute read
Investors Face Fresh Israel, Iran Worries. What History Says Markets Do Next.
Israel strikes Iran, dollar’s slump is worst since 1980s, immigration raids cripple factories, and more news to start your day.
Long Read
Trump’s ICE Raids Empty Construction Sites, Cripple Meat Factory
Across critical sectors, business owners say fear of arrest is driving both undocumented laborers—and legal immigrants—to stay away from worksites.
Long Read
Bonds Are Headed for a Volatile Summer. Focus on the Fed Pick.
The president is expected to act early to choose a replacement for Federal Reserve Chair Jerome Powell.
4 minute read
Dollar’s Slide Has Traders Seeking More Protection Against Declines
The currency reached its lowest intraday value in more than three years on Thursday.
2 minute read
China Limits Rare Earths Deal to Six Months. Bessent Says More Trade Deals Arrive ‘Soon.’
China will only be renewing contracts for its rare earths six months at a time, making rolling trade negotiations more likely, The Wall Street Journal reported.
2 minute read
Dollar’s Slump Is Worst Since 1980s. Don’t Expect a Quick Rebound.
The currency is falling despite factors that ordinarily would support it.
3 minute read
Stocks Liked Inflation Data. Why the Optimism Didn’t Last Long.
Trump pivots to trade, May inflation is mild, the U.S. wants more nuclear capacity, and more news to start your day.
Long Read
This Vanguard Economist Won’t Rule Out 9% Bond Yields
Joe Davis, the firm’s global chief economist, says rates could shoot up if the benefits of AI don’t outweigh the costs of the deficit in coming years.
Long Read
Tariff Truce With China Is Live Again. What It Means for the Big Picture.
Trump said a deal had been reached, but Beijing said the sides had “agreed in principle.”
4 minute read
How ICE’s Immigration Crackdown Could Slow the Labor Market
Detentions, deportations, and workplace absences could lead to declining job growth.
4 minute read
How Much Social Security Benefits Could Rise Next Year, According to Inflation Data
The Social Security Administration will announce the actual cost-of-living adjustment in October.
2 minute read
China Trade Deal ‘Done,’ Other Countries May Get More Time
Representatives agreed to keep talking along the lines of the agreement reached in Geneva last month to temporarily lower tariffs.
Long Read
10-Year Treasury Auction Was Strong Again in Positive Sign for U.S. Assets
It was a fourth consecutive robust offering.
1 minute read
Stocks’ Rally May Need to Wait for Clearer Signals on Tariffs, Inflation
How the levies are affecting corporate profits is likely to become a focus for investors.
4 minute read
Trump’s Policies Could Cut Flow of Foreign Students to U.S. Why Some Are Worried.
The majority of international students pay full tuition at U.S. institutions, which helps fund scholarships and academic programs for U.S. students. Their spending also boosts local economies.
Long Read
