Wall Street Walks a Fine Line Amid Policy Drama
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,
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P&L Staff
Corporate America’s Tariff Tightrope
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
Trump Tariffs Ignite Global Tensions—and Inflation
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
Europe's Political Troubles Add to Global Jitters
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
Nvidia’s AI Boom—But With a Catch
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
Markets Shrug Off Fed Upheaval—for Now
Why aren’t investors panicking as Trump targets the Fed? Despite the unprecedented move to fire Fed governor Lisa Cook and plans to stack the central bank with rate-cutting loyalists,
Tariff Shockwaves Rattle US-India Trade
Is America entering a new phase in the global trade wars? President Trump’s doubling down on India—hiking tariffs to a 50% levy on most Indian imports—marks more
Industrials Reshuffle Amid Tariffs and Resilience
How are companies adapting when the global rulebook keeps shifting? For Europe’s industrial giants, it’s become a battle for survival and strategy. Germany’s industry has shed almost
Markets Shrug Off Central Bank Drama
Why are markets so calm in the face of seismic change at the Fed? Normally, the removal of a Federal Reserve governor—let alone the political brawl now unfolding over
Tariff Shockwaves Hit India and Europe
What happens when tariffs turn strategic partners into rivals? That’s the question as President Trump’s latest 50% tariffs on Indian goods take effect, marking one of the most
Tariff Shockwaves Disrupt Trade and Supply Chains
Are trade wars making things better for US workers—or just costlier for everyone else? Trump’s sweeping new tariffs—and the abrupt elimination of the “de minimis” exemption—have
Fed Turmoil and Rate Cut Bets Rock Markets
Can markets bounce back when economic uncertainty meets political drama? Financial markets went from euphoria to whiplash as President Trump fired Fed Governor Lisa Cook—an unprecedented move that immediately