Japanese firms responded to the threat to their exports with a massive foreign direct investment campaign. The U.S. is blocking China from doing the same.

U.S. exceptionalism isn’t just about stocks, Alicia Levine 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.

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

Private credit funds may be more vulnerable to instability than we can assess, Sheila Bair writes in a guest commentary.

The energy industry is moving to a fortress mentality in the face of prolonged lower oil prices, Ben Cahill writes in a guest commentary.

It’s time to throw out the existing playbook, Maria Vassalou writes in a guest commentary.

The Dow Jones Industrial Average has lagged behind its flashier cousin, the S&P 500 index, in recent years, James Glassman writes in a guest commentary.

Investors have a blind spot to market regimes that took place outside their lifetimes, Phillip Toews writes in a guest commentary.

The U.S. is becoming more like China, in a twist on an influential best seller.

The way economists measure inflation doesn’t always match up with the way people experience rising costs, J.W. Mason writes in a guest commentary.

The end of the era of openness will mean a return to spheres of influence and the balance of power, Marc Chandler writes in a guest commentary.

Equity valuations reflect an abundance of good news. But problems are brewing that could kill the rally.

Voters want meaningful action to ensure their financial futures. President Donald Trump can give it to them, Zach Buchwald writes in a guest commentary.

China’s leader isn’t likely to bow to U.S. pressure this time, William Pesek writes in a guest commentary.

The Trump administration’s plans to unleash the financial sector could send set up a new financial crisis, Ross Levine writes in a guest commentary.

The end of the SEC’s regulate-by-enforcement strategy will be an improvement, however it shakes out, Howard Fischer and Liberty McAteer write in a guest commentary.

The moment that President-elect Trump announces new tariffs, investors will instantly recalculate future earnings for companies across the markets.

No country is better positioned for a more nationalistic world than the U.S., Joseph Quinlan and Lauren Sanfilippo write in a guest commentary.

Even as their power has grown, shareholders have continued to ignore voting in their investment calculations, Bryce Tingle writes in a guest commentary.