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Articles from our Weekly Newsletters

The US Gas Comeback Is Real

New Yorkers bowing their heads into a cutting wind is typically a bullish sign for natural gas prices, and this January is no exception.

Raising the SALT Cap Is Supposed to Benefit Whom, Exactly?

The Tax Cuts and Jobs Act that President Donald Trump signed into law in December 2017 imposed a $10,000 limit on the amount of state and local taxes that can be deducted on a federal income tax return.

The Definitive Guide to Where the US Has Squeezed Russia’s Oil Flows the Hardest

The latest US sanctions on oil tankers hauling Russian petroleum look set to cause severe disruption across the nation’s export machine, with some of Moscow’s flows at risk of a near wipeout if history is any guide.

BofA’s Hartnett Says Trump Trade to Shield US Stocks From Plunge

Donald Trump’s return to the White House will likely protect US stocks from a big selloff, according to Bank of America Corp. strategists, as investors focus on his protectionist agenda and proposals for lower corporate taxes.

The Fed’s Stress Tests Are Facing a Stress Test

The Federal Reserve faces a reckoning: Sometime soon, it’ll probably have to subject its stress tests to public scrutiny, highlighting serious flaws in what has become its primary tool for ensuring the resilience of the banking system.

Surging Long-Term Rates Stoke GOP Tensions on Paying for Tax Cut

Surging long-term interest rates and stubborn inflation are inflaming divisions among congressional Republicans over paying for the sweeping tax cuts Donald Trump promised, complicating the path to passage with the party’s already tenuous majority.

Trump Team Readies Oil Sanctions Plan for Russia Deal, Iran Squeeze

Advisers to President-elect Donald Trump are crafting a wide-ranging sanctions strategy to facilitate a Russia-Ukraine diplomatic accord in the coming months while at the same time squeezing Iran and Venezuela, people familiar with the matter said.

BlackRock’s Amped Up ETF Taps Into Wall Street’s Stock Anxiety

BlackRock Inc. is tapping into a fast-growing corner of the options-powered ETF world with an offering aimed at Wall Street investors bracing for the S&P 500 to tread water.

MicroStrategy May Soon Rival Amazon, Alphabet in Common Shares

MicroStrategy Inc.’s Michael Saylor may soon have almost as many common shares at his disposal to help fund the company’s Bitcoin buying spree as market behemoths Amazon.com Inc. and Alphabet Inc. have outstanding.

Mexico Cozies Up to Trump With Crackdown on China Trade

First came the raid on a Mexico City shopping center known for selling Chinese-made clothing, toys and electronics

Microsoft’s Stock Revival Hinges on Showing Growth From AI Binge

Microsoft Corp. has plowed tens of billions of dollars into artificial intelligence. With its stock struggling, the key question is how quickly those investments can prove to be successful.

Canada a ‘Good Place to Hide’ If US Stocks Drop, Contrarian Says

Canada’s stock market — where returns have lagged the US for two straight years — might offer investors protection against a downturn in US stocks, a Toronto-based asset manager says.

Technical Analysis Is Not Voodoo, It Is Invaluable Context

Technical analysis is one of many tools we use to manage clients' wealth. While inconsistent, as with every forecasting model, it is the best means for quantifying investors' collective behaviors. Simply put, historical price and volume data provide a critical context for price levels likely to motivate buyers and sellers.

Life Without ZIRP Spells RIR: Rising Interest Rates

In response to the 2008 stock market and real estate crash, the Federal Reserve stimulated the economy by reducing interest rates to (almost) zero under its zero interest-rate policy (ZIRP). It “printed money” that amazingly did not bring serious inflation, yet.

Elon Musk’s Robotopia Will Bloom in Aging Europe

There will be more humanoid robots than people by 2040, Elon Musk recently bragged.