Markets and Economy Supreme Court decision unlikely to end US tariffs
The US Supreme Court struck down IEEPA tariffs, but alternative statutes may mean tariffs remain, although the market impact appears limited.
Fresh perspectives on economic trends and events impacting the global markets.
The US Supreme Court struck down IEEPA tariffs, but alternative statutes may mean tariffs remain, although the market impact appears limited.
On one side, weaker growth makes Fed easing more likely. On the other side, stronger growth supports an intact business cycle. Either can be supportive of markets if inflation stays contained.
Zack Kass, former OpenAI executive, joined the Greater Possibilities podcast to discuss the state of artificial intelligence and what the future may hold.
Despite last week’s selloff in software stocks and other momentum-driven areas, we believe the fundamental backdrop remains supportive.
We got some clarity on the two big risks we outlined in our 2026 investment outlook: Federal Reserve independence and an AI bubble.
If Kevin Warsh is confirmed as Fed chair, we don’t think he would prove as hawkish as markets seem to expect and his past actions seem to suggest.
Despite short-term market volatility, government shutdowns have tended to have little market impact on long-term investors.
Geopolitical risks have risen, but bond spreads, economic and inflation data, and the US dollar haven’t signaled any major stock market issues.
The outlook for stocks still looks promising despite headlines on Fed independence, Greenland, and ongoing geopolitical maneuvering.
A selection of articles from our experts on the markets, economy, and investments.
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