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BankingMeet the quiet winners of the Supreme Court tariff ruling: hedge funds creating a $100 billion market snapping up rights to importers’ tariff refunds
By Sasha RogelbergMarch 7, 2026
PoliticsIran is turning out to be a more effective enemy than many thought, and U.S. allies are losing their patience with the war
By Jim EdwardsMarch 6, 2026
By Jim EdwardsMarch 5, 2026
EnergyStocks enter global selloff, but some on Wall Street are looking for assets that respond well to war
By Jim EdwardsMarch 2, 2026
InvestingU.S. stocks are being battered by ‘AI derangement syndrome,’ and CEOs are learning not to talk about it
By Jim EdwardsFebruary 27, 2026
EconomyAI capex and the ‘wealth effect’ from tech stocks (like Nvidia) now drive one-third of U.S. GDP growth, top analysts say
By Jim EdwardsFebruary 26, 2026
InvestingTraders are on edge for Nvidia earnings: ‘We will … be able to hear a pin drop on Street trading desks’ tonight, one analyst says
By Jim EdwardsFebruary 25, 2026
BankingWith his tariff plan in tatters, Trump vows ‘to do absolutely terrible things to foreign countries … in a much more powerful and obnoxious way’
By Jim EdwardsFebruary 24, 2026
EconomyStocks sell off as traders wake up to the realization that Trump has ‘highly punitive’ options for new trade tariffs
By Jim EdwardsFebruary 23, 2026
InvestingIn the $3 trillion private credit market, the ‘shadow default’ rate is increasing as more money chases lower-quality deals
By Jim EdwardsFebruary 22, 2026
EconomyFed confirms it obeyed U.S. Treasury request for an unusual ‘rate check,’ weakening the dollar against foreign currencies
By Jim EdwardsFebruary 19, 2026
InvestingThere’s an incoming $150 billion ‘YOLO’ trade that will boost stocks by the end of March, Wells Fargo says
By Jim EdwardsFebruary 18, 2026
InvestingBig Tech approaches ‘red flag’ moment: AI capex is so great hyperscalers could go cash-flow negative, Evercore warns
By Jim EdwardsFebruary 17, 2026
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