
Markets and Economy Markets adjust to a new trade war
The market is gauging the economic inefficiencies that may result from the Trump administration’s new tariffs and the retaliatory measures from other countries.
Fresh perspectives on economic trends and events impacting the global markets.
The market is gauging the economic inefficiencies that may result from the Trump administration’s new tariffs and the retaliatory measures from other countries.
The US economy appears to be slowing quickly as consumers brace for tariffs, higher prices, and a possible government shutdown.
A government shutdown can create short-term market volatility, but they tend to resolve quickly with little market impact for long-term investors.
DeepSeek has challenged artificial intelligence (AI) assumptions with cutting edge performance and significant efficiency gains. What do these results mean for AI?
We discuss the future of US inflation, the outperformance of European stocks, the potential impact of new tariffs, and the independence of the Federal Reserve in this month’s column.
Unemployment concerns and rising inflation expectations contribute to falling US consumer sentiment, while the German election could be a positive catalyst for European equities.
Catalysts like DeepSeek have sparked a surge in Chinese stocks, while US inflation expectations indicate growing concerns about a resurgence in prices.
The debt ceiling is the legal limit on the amount of federal debt the US government can have outstanding. Defaulting on that debt would have consequences.
Markets absorbed tariff news, tech company earnings, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.
A selection of articles from our experts on the markets, economy, and investments.
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Candid conversations with fund managers, market strategists, and more.
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