Ben Carter is a staff writer at P&L, covering markets, dealmaking, and public companies. He previously worked in equity research, focusing on valuation, earnings, and IPOs.
Have investors finally priced in trade chaos, or is volatility just beginning? Markets wrapped August walking a tightrope: lingering at all-time highs while digesting a dizzying swirl of tariff news,
How do tariffs and global trade wrangling reshape economic reality? A summer of tariff drama has left its mark from Seoul to Tokyo to US wallets. South Korea’s August
Is China’s manufacturing comeback a blip, or a bellwether? While U.S. and Asian factory activity remains soft amid tariff drag, China’s private PMI bucked expectations, rising to
Will legal limbo around U.S. tariffs seriously disrupt global trade? An appeals court ruling that Trump’s sweeping tariffs exceeded presidential authority sent shockwaves through U.S. partners. While
Is the U.S. economy slowing enough to push the Federal Reserve to finally cut rates? As the spotlight shifts to Friday’s jobs report and mid-September Fed meeting, both
Is the Fed about to cut rates into an inflation uptick? Inflation—and the politics around it—is back in the spotlight. Expectations for Friday’s PCE figures are for
Are markets ignoring underlying risks in hopes of more Fed cuts? US stocks keep breaking barriers: The S&P 500 crossed 6,500 and the Dow reached new records,
American retail giants are straining to balance profit and price amid tariff turbulence. Walmart, Home Depot, Lowe’s, and Target all report cost surges from higher import duties—but have
How much pain will new tariffs inflict before the upside shows? The Trump administration’s latest volley—a 50% tariff on most Indian goods—marks a dramatic escalation in trade
How does instability in France raise the stakes for global markets? In a week dominated by US drama, French political and debt crises quietly escalated. With Prime Minister Francois Bayrou
What happens when sky-high expectations start to outpace AI reality? Nvidia once again delivered blockbuster numbers: Q2 revenue soared 56% year-over-year to $46.7 billion, and its data center business