Jul 1, 2025
The early months of President Trump's second term have tested investors' nerves. After delivering blockbuster gains in 2023 and 2024, stocks continued to rally but then collapsed as Trump threatened reciprocal tariffs against all our trading partners.
Jun 23, 2025
President Trump is struggling in his trade wars with China and other nations. The tariffs imposed for 90 days when he suspended higher reciprocal duties on China, the EU and other nations could prove permanent.
Jun 19, 2025
The Federal Reserve faces tough policy choices-President Trump's tariffs could rekindle inflation, boost unemployment or both.
Jun 12, 2025
China poses the toughest challenge for U.S. trade negotiators but accomplishing trade peace with the European Union is more important.
Jun 3, 2025
President Donald Trump is radically altering the American economy with populist policies-smaller government, protectionism and stricter limits on immigration.
May 30, 2025
Treasury Secretary Bessent has emerged as the principal strategist for President Trump's economic policy, and the UK trade agreement likely shows the limits of what can be accomplished with tariffs.
May 21, 2025
To head off a recession, Congress needs to pass a tax bill now.
May 12, 2025
President Donald Trump's trade war threatens renewed inflation, slower growth, permanently elevated interest rates and lower stock prices. However, Treasury Secretary Scott Bessent has the correct instincts to set things right.