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The real reason Canada’s trade war response is doomed to fail
Canada’s ‘elbows up’ approach to the trade war may sound bold, but policymakers don't have much leverage
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“A welcome and necessary pivot”: Trump's subtle narrative shift is good for stock market, economist says
This largely under-the-radar pivot could help calm recession fears and offer another boost for the stock market, says economist Alex Krueger
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Morgan Stanley: Trump's economic fallout will come in two stages
Morgan Stanley’s chief global economist says it’s the U.S. economy that will bear the brunt of Trump's tariffs
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Dollar dives, yields surge: Is this the breaking point for U.S. bond market?
Historically, rising yields tend to lift the greenback by making U.S. assets more attractive. But that didn't happen this year.
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Trump’s Europe tariffs are just “market manipulation” to help insiders trade, economist says
One economist thinks Trump is purposely tanking the market to help insiders buy assets on the cheap
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“A big, beautiful mistake”—30-year bond yield hits 5% for the first time since 2023
A dismal 30-year Treasury auction sent yields soaring as bond vigilantes pushed back against President Trump’s deficit-expanding tax plan
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Japan’s panic bond sell-off should send shivers down Trump’s spine
Japan’s bond sell-off is now being seen as a cautionary tale for the U.S., another superpower buckling under debt and losing face fast.
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Citi economist warns of one last domino that could lead to 'really vulnerable consumer'
Trade war headlines have taken a back seat to a new budget bill, but Americans remain vulnerable to rising prices
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Ray Dalio reveals the real reason Moody’s downgrade should terrify investors
According to Dalio, credit ratings don’t account for the much greater risk that heavily indebted countries will print money to cover their obligations
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“Our costs will go up closer to 40%,” shippers warn as Macy’s, Kohl’s, and Amazon brace for impact
Contrary to expectations, the U.S.-China trade truce won’t translate into lower prices for Americans
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UBS: Trump is preparing another round of tariffs this summer
UBS is urging clients to diversify away from the dollar and dollar-denominated assets
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“Saving Christmas” is real reason for U.S.-China tariff pause, economist says
Bloomberg economist Anna Wong says the timing may have a simpler explanation: keeping store shelves stocked for the holiday season.
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Trump tells Walmart to “eat the tariffs,” but there’s only one problem
Walmart, like other retailers, operates on slim margins, making it harder to “eat the tariffs.”
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Citi CEO: Markets are going through ‘a shift that’s bigger than one policy’
"Long-held assumptions are being challenged, not just by tariff announcements but by a deeper confidence shock."
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“The bond market is fighting Trump” as 10-year yields approach 5% again
“We are now reaching yield levels that previously seemed to trigger sensitivity from the U.S. administration,” Deutsche Bank analysts told clients.
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Rising stock prices “won’t fix this”: U.S. banks are sitting on $500B worth of unrealized losses
“All it takes is one bad news story about any of these banks, and we could have another banking crisis like we had in March 2023,” said Cole.
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The end of “everyday low prices”? Retailers are raising prices as tariffs start to bite
“We’re wired for everyday low prices,” Walmart CFO said, “but the magnitude of these increases is more than any retailer can absorb.”
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Institutional investors cut stock allocation to lowest level since 2020
“A lot of capital remains sidelined,” analysts say
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Washington’s backdoor trade war against China continues
Trade talks pause but Chinese tech crackdown goes on
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Musk’s xAI seeks $120B valuation, but there’s a catch
“So much investor capital is being set ablaze right now it’s likely to be the stuff of history books.”
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