How tariffs hurt the ones you love
US stock markets fell in response to the announcement of President Trump’s “Liberation Day” tariffs until the tariffs were paused a few days later. This
Mideast Stocks: Most Gulf markets end lower on weak oil
Most stock markets in the Gulf ended lower on Monday, pressured by weak oil prices, while investors awaited more corporate earnings reports. Oil prices –
Wall Street’s bull market nears three years old; history shows it may still have life
The U.S. stock market’s bull run is almost three years old, but if history is a guide, that would make it only middle-aged. The S&P
What corporate earnings calls reveal about the AI stock rally
The launch of ChatGPT in late 2022 marked a turning point in how firms and investors view generative artificial intelligence. This column measures the extent
European stocks fall, dollar steady, traders wait for Jackson Hole
Euro zone business activity expanded in August, PMIs show. European stock markets fell slightly in early trading on Thursday, hovering just below recent highs, as
US wealth inequality in 2022: A modest reversal at the top, persistent challenges below
The causes and consequences of income and wealth inequality are central concerns in economic research and policy discussions. This column presents findings from the 2022
Big news missing the big picture: Stock market performance in the news
The performance of stock markets often appears worse in the daily news than it actually is. This column argues that this negative news bias arises
The Fisherian debt (de)inflation channel and stock returns
The recent global rise in prices has renewed interest in the distributional effects of the Fisherian debt-inflation channel, and its impact on firms’ activities. This
