John Authers

A couple of longstanding economic assumptions are being upended.

China’s credit compared to the US means a favorable tide for many countries.

American Exceptionalism is back due to AI and the world’s refusal to fight a trade war.

There may be a silver lining in the month-long plunge to $100,000.

There may be a silver lining in the month-long plunge to $100,000.

Markets have grown used to Trump 2.0, and assets are roaring — but watch inflation.

A big week, from Fed hawks to the US-China truce, was dwarfed by AI spending prospects.

The Fed chair’s decision to push back on expectations was meaningful.

Markets exhale, knowing there are no winners in a trade embargo between Washington and Beijing.

Inflation isn’t giving policymakers a reason to hold off this week, but tariffs could create some trouble.