Commentary - Display Name


Politics Beats the Market in Trump’s Pay-for-Play Chip Scheme

The message in the Nvidia revenue-sharing plan is that everything is negotiable, Christopher Tang writes in a guest commentary.

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The War on Crypto Isn’t Ending. It’s Just Changing Battlefields.

The belief that “anything goes” in the world of digital assets under Trump’s SEC is probably an overblown hope.

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The Inflation Panic Is All Wrong. How Tariffs Could Lead to Interest Rate Cuts.

Economists missed a lesson from President Trump’s first term, Julia Graf writes in a guest commentary.

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Rebates Can’t Clean Up the Tariff Mess

Tariffs need to be dismantled, not papered over with $600 checks, Marc Short and Joel Griffith write in a guest commentary.

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Putin Will Get What He Wants in Alaska. His Long Game.

Visiting the U.S. is a flex for the Russian leader, Ed Price writes in a guest commentary.

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Private Equity Is Knocking on the Door of Americans’ Retirement Funds. Don’t Let It In.

Private equity has no place as a default investment for most workers, Joshua Hemmert writes in a guest commentary.

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Trump Tariffs Add to India’s Pile of Woes

Growth was already looking rocky for India before 50% tariffs came along, William Pesek writes in a guest commentary.

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Yemen’s Houthis Are Getting Bolder. China and Qatar Benefit.

The Yemeni group is still disrupting shipments, Leslie Palti-Guzman writes in a guest commentary.

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Americans Can Still Come Together on Immigration. The Compromise We Need.

The president and Congress should strike an immigration deal while they still can, Mark W. Everson writes in a guest commentary.

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What Japan Can Teach Us About Energy Security

The resource-poor island has to be strategic about its energy production and consumption, Ben Cahill writes in a guest commentary.

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Who Needs to Replace Powell? Politicians Are Already Doing the Fed’s Job

Washington power games signal a fundamental shift in the relationship between the Fed and the rest of the government, Eric Leeper writes in a guest commentary.

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Americans Are Sick of Inflation. That Is a Lesson for the Fed.

Price hikes are still consumers’ top concern even as official inflation rates slow, Leo Feler writes in a guest commentary.

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Trump’s Flip-Flop on Nvidia Chips Is a Win for China

A reversal of export controls on H20 chips presents a national-security risk, Justin Sherman writes in a guest commentary.

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Apple Isn’t Leaving China. Its Footprint Is Getting Harder to See.

Facing sensitivities on both sides of the Pacific, Apple has reconfigured its China relationships in recent years, Isaac Stone Fish writes in a guest commentary.

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Trump Has Soured on Putin. What That Means for Ukraine.

Trump is showing signs of willingness to renew U.S. support Ukraine, Angela Stent writes in a guest commentary.

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The Fed Has the Tools to Fight Stagflation. The 1970s Aren’t Coming Back.

Stagflation is more than just a bad macroeconomy, and the Fed is determined to avoid it, Matthew Jeffrey Vegari writes in a guest commentary.

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Stablecoins Could Trigger a Crisis at the Heart of the Financial Industry

The Genius Act sets dangerous forces in motion, Mark Copelovitch writes in a guest commentary.

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Asian Trade Deals Are a Sideshow. The Real Drama Is Still to Come.

Ho-hum agreements with Japan and others are a prelude to talks with China, William Pesek writes in a guest commentary.

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Trump Won’t Give Up Tariffs, and Neither Will His Successors

Markets are buoyant, but tariffs aren’t going anywhere, Christopher Smart writes in a guest commentary

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M&A Deals Are Drying Up. Why The Drought Will Worsen.

The volume of midmarket deals will decline further in the face of the president’s tariffs, Rami Cassis writes in a guest commentary.

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