- Investors willing to go against the market in the coming months should consider selling US technology stocks and private credit, while boosting holdings in China, according to the head of Norway’s $1.8 trillion sovereign wealth fund.
- ‘Exceptionalism’ of world’s biggest economy expected to continue as strong domestic demand drives inward flows
- We’re tracking the executive orders Trump signed on his first day in office, just hours after being inaugurated as president.
- Netflix Inc. closed 2024 with its biggest quarterly subscriber gain in history, benefiting from its first major live sporting events and the return of Squid Game.
- After a long and successful private-sector career, I came to Washington—and it made me more humble.
- An investor has thrown his hat into the ring to purchase the shuttered West Fraser mill in Taylor County.
- Ørsted blames interest rates, supply chains and ‘market uncertainties’ for latest writedown of US business
- Donald Trump takes office with the most expensive stock market in history. He wouldn’t welcome a slump, but most investors should.
- President Donald Trump wasted no time announcing steps to implement many of his campaign pledges, including on immigration, energy, the military and federal workforce, casting many as reversing the policies of his predecessor, Joe Biden.
- The Trump administration is considering selling two-thirds of the federal government’s office stock.
- US Treasury yields have trended up since late last year, and commercial real estate distress risk is straining regional banks’ balance sheets again.
- Medicare has selected 15 more drugs to negotiate directly with participating drug companies. Building on the success of the first round of negotiations, the aim is to lower prices for some more of the costliest prescription drugs.
- The need to analyze an overwhelming influx of stock data—and to do it fast—pushed Man Group to become its own kind of tech company.
- Nominee John Phelan inherits a service that is struggling with recruiting, building too few ships and falling behind China.
- Global energy storage capacity has tripled in recent years, thanks to an industry that barely existed a decade ago.
- Florida fixed its market with reforms. California didn’t. See the results.
- Marc Andreessen explains the newest faction of conservatism.
- List of drugs account for $41 billion in annual Medicare spending, the Biden administration said.
- There is a notable — and rising — risk of financial turmoil if the new White House does anything to spook investors
- The US economy outperformed its global peers but left citizens feeling worse off, leading many to turn to Donald Trump
- The venerable brokerage risked falling into the SVB vortex, but it’s back on its feet with a new home in Texas.
- The country’s demand for crude seems to be plateauing sooner than expected. The implications are huge
- Potential approach comes weeks after Joe Biden blocked Nippon Steel’s proposed $15bn takeover
- Housing could be overvalued by anywhere from 10% to 25% based on how investors are acting.
- Gas prices rose sharply, but investors homed in on a small decline in the core CPI.
- Invesco ETF garners record inflows on growing concerns over Magnificent Seven’s dominance of US market
- The world’s No. 1 automaker has kept its focus on hybrids and gas-guzzlers, for better and worse.
- It remains very hard to argue that anything meaningful has changed in the UK
- Rating agency KBRA also warns on possible rise in defaults in fast-growing sector
- Persistent inflation and high interest rates could stand in the way of his ideas for expanding GDP.
- Ripples from the US are creating stormy seas for global bond markets, and the UK is no exception.
- My job is to ask tough questions of vaccine makers. That’s not what he is doing.
- After years of rising sales, distillers are contending with waning demand and a glut of supply.
- Treasuries started the week on the backfoot as traders scaled back bets on Federal Reserve interest-rate cuts following Friday’s blowout US employment report.
- The power producer agreed to buy Calpine this past week for $16.4 billion and has become an industry darling amid surging electricity demand.
- A rare ‘bear steepening’ trade is pressuring governments and worrying investors.
- For years it’s seemed like nothing could stop the stock market’s inexorable march higher, as the S&P 500 Index soared more than 50% from the start of 2023 to the end of 2024, adding $18 trillion in value in the process. Now, however, Wall Street is seeing what can ultimately derail this rally: Treasury yields above 5%.
- The bank shut down a discussion on an internal website about a five-day return to office policy after dozens of employees criticized the move.
- Health insurance companies selling private Medicare Advantage plans in the US would see a greater increase in payments in 2026 than in the current year if a proposal released Friday is adopted by the incoming Trump administration.
- Health insurance companies selling private Medicare Advantage plans in the US would see a greater increase in payments in 2026 than in the current year if a proposal released Friday is adopted by the incoming Trump administration.
- Trump’s return to the White House augurs the ‘apokálypsis’ of the ancien regime’s secrets
- The state has refused to let insurers do proper pricing for risk. Homeowners and taxpayers will pay for the mistake.
- Sizzling returns well may continue, but our columnist suggests that it would be wise to prepare for the next storm.
- The president-elect might bring back efforts to make other countries pay more for drugs, but there are pitfalls.
- Canada is drawing up plans for extensive tariffs against US products if Donald Trump follows through on his threat to put 25% levies on Canadian goods, according to people familiar with the matter.
- As Donald Trump takes office, the chances of a lumber deal look slim
- Trump will not reverse the chip subsidies, but will he reinforce them?
- The 19th-century political economist understood that the whole of society should benefit from outsized profits
- For years, buyout firms used controversial loans backed by their equity stakes to juice up returns in their funds. After attracting criticism from some of the same investors the practice was supposed to benefit, they are hitting the brakes.