Donald Trump's tariff policy boosts US revenue. Customs duties hit a record $64 billion in the second quarter of 2025. Most ...

Markets may be mispricing tariff risks. Find out why record customs revenue, low volatility, and past patterns make a retreat ...

Lifted a ban on sales of powerful computer chips to China, potentially helping the US’s top rival close the gap in the AI race. Told GOP lawmakers he would soon fire Federal Reserve Chair Jerome ...

More than half a dozen EU members have backed the French-led charge of deploying an “anti-coercion instrument (ACI)” in case ...

This past April, when President Donald Trump started flirting with the notion of firing Fed Chair Jerome Powell, stocks and the dollar tumbled because investors worried that even talking about such a ...

If markets continue to reward this behaviour, expecting it to be dialled down at the eleventh hour, they may soon find themselves with fewer places to hide. Volatility will return. Pricing models will ...

"Although stock valuations are high, as long as the economy continues to expand and unemployment remains low, then people will continue to spend and the flywheel can keep generating higher profits, ...

The revelation that President Trump consulted Republican congressmen about firing Federal Reserve Chairman Jerome Powell has ...

Speculation over the potential dismissal of Federal Reserve Chairman Jerome Powell by President Trump has sent shockwaves ...

Stocks could do better than skeptics fear, but not as well as the optimists are penciling in.

Crypto bills advance to debate, United Airlines earnings beat expectations, Labubu dolls give Pop Mart a boost, and more news to start your day.

In my most recent column, I highlighted our firm’s perspective on how markets are at new highs and that is not necessarily a bad thing. Well, we were right, at least for two weeks, as markets have ...