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Living in the Now, with John Doe
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Concerns about a ‘sell America’ trade are overstated, a top IMF official says
Volatility in Treasury bonds and weakness in the dollar do not represent an inflection point in terms of how global investors view U.S. assets, but rather a repricing due to the rising uncertainty about economic policy, the International Monetary Fund’s top...
GE to keep pushing for zero tariffs, as U.S. aerospace was winning without them
Shares of GE Aerospace climbed Monday, after the jet-engine maker held firm with its full-year earnings outlook, even when including an estimated $500 million impact from tariffs.
U.S. and global economies to sag and inflation rise if trade wars drag on in 2025, IMF says
Analysts at the International Monetary Fund said trade fights will take a big chunk out of the U.S. and global economies this year the longer they drag on.
Halliburton’s stock falls as weak oil prices fuel a drop in North America revenue
First-quarter revenue in North America, which is Halliburton’s biggest geographic segment by revenue, fell 12% year over year.
Kleenex, Huggies parent cuts growth outlook as tariffs boost supply-chain costs
Kimberly-Clark’s stock was falling after full-year profit growth outlook was cut, citing higher supply-chain costs in the wake of tariff actions.
Northrop’s stock falls as B-21 bomber’s production costs jump, hurting profits
Northrop said global demand for its products “remains strong.”
Verizon’s stock slips in the face of pressure on a key subscriber metric
Verizon lost more postpaid subscribers than expected in the first quarter but said it’s seeing better trends in April.
This looming market risk could spell trouble for gold — and investors are missing it
Remember how the reverse yen carry trade tanked U.S. stocks last summer? It’s threatening again.
Wealthier borrowers are getting behind on their debts, a warning shot for the economy
More borrowers with pristine credit have been falling behind on their bills, a warning shot for the economy under President Donald Trump.
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