Joseph Wang of Monetary Macro argues that Trump’s tariff policy could be bad for stocks. This argument is common enough, but is generally framed in terms of economic friction. Wang says it is more a ...

The first Trump administration caused little reshoring and a lot of rerouting of trade, but it may design smarter tariffs this time ...

American Public Education, Inc.’s APEI stock plunged 7.6% in the after-hour trading session after it reported mixed results ...

We’re now just days away from the ’24 elections, and what a race it’s been. Polls have been all over the place, and both ...

Perhaps most importantly, Trump's economic world view is hostile to the very globalization process which has lifted the profitability and valuations of US corporations to historically high levels.

We compiled several projection sources to come up with consensus projections. We then compared these projections to the prop ...

The consensus view seems to have become more pessimistic on Janus International Group, noting the substantial drop in revenue estimates in this update. Notably, the analysts have cut their price ...

Fibre cement maker James Hardie Industries posted a 12% fall in its second-quarter profit on Wednesday, due to lower sales in the North American operations, its largest profit generating wing.

Palantir's stock was up 35% this week, as of this writing, pushing the company's stock up more than 200% over the past 12 ...

A famous theory in political science asserts that windows for major policy reforms come along only every so often, and ...

"There is no one consensus view within the Israeli government about the end state of the current offensives and conflict more broadly. Israel will retain security control of Gaza for the near term ...

Australian lender ANZ Group reported lower-than-expected annual cash earnings and slashed its dividend on Friday as a ...