WSJ What’s News

U.S. stocks take a nosedive as trade tensions with China loom large. The growing impact of tariffs is reshaping the landscape for U.S. services, crucial exports now caught in the crossfire. A House-approved budget blueprint aims to bolster President Trump's fiscal ambitions, but critics raise concerns about inflation and consumer confidence. The podcast dives into the economic pressures facing homebuyers amid soaring mortgage rates and explores how trade wars are influencing consumer behavior in an uncertain climate.

Jonathan Cheng, The Wall Street Journal's China bureau chief, discusses Beijing's response to escalating trade tensions with the U.S. and how China is strategically preparing for potential confrontations. Cheng highlights the implications of tariffs and intellectual property issues on American firms. He also touches on the shifting global supply chains and Vietnam's rising role in the market. Finally, the conversation includes concerns about China’s ties to Russia amid the Ukraine crisis and the recent U.S.-Russia prisoner swap.

U.S. stocks recently soared after a surprise 90-day pause on tariffs. Analysts dissect the impact of this decision, especially on trade with China, where tariffs remain elevated. The market saw a staggering $5.1 trillion increase in capitalization, sparking both investor optimism and concerns about future volatility. Experts highlight the complexities businesses face with new tariffs, stressing the role of customs brokers in navigating updated regulations. The ripple effects of these tariffs on global relations and the economy are explored.

High tariffs are shaking up global trade as the U.S. imposes levies affecting nearly 100 nations, including a staggering 104% on China. Countries are scrambling to respond, with fears of a recession rising in Asia. The fallout is evident with U.S. Treasurys experiencing a significant sell-off, impacting investor confidence. Meanwhile, President Trump's push to revive the coal industry adds another layer of complexity to the economic landscape. Insightful reporting sheds light on this turbulent moment in international relations.

U.S. stocks saw significant downturns as tariff resolutions seemed out of reach. Investors are turning to a classic trading book from 1997 for guidance during these turbulent times. The podcast dives into how President Trump’s tariffs could reshape the coastal industrial-property landscape. Additionally, discussions highlight the broader implications of legal changes affecting workers and the ripple effects on port economies. Trade logistics are also evolving as manufacturing shifts inland, revealing the intricate dance of global trade and geopolitics.

Beijing vows to respond fiercely to proposed U.S. tariffs, signaling a potential escalation in trade tensions. Meanwhile, signs of market recovery emerge despite the looming conflict. The weakening yuan is introduced as a strategy to bolster exports. Businesses like Apple are adapting to new tariff realities, while Japan attempts to protect its economy. Border security dynamics are scrutinized amidst changing trade relations with Mexico and the ongoing complexities of U.S. immigration policies.

The discussion dives into how Trump’s tariffs may hinder his agenda to reduce inflation and support U.S. manufacturing. A looming threat of a 50% tariff on China adds tension to trade relations. Market volatility is explored, revealing how misleading tariff headlines can shift billions in value almost overnight. The broader implications of these tariffs on global negotiations and supply chains are dissected, with American exporters facing potential hardships in sectors like agriculture. It's a rollercoaster of economic insight!

In this discussion, guest Hannah Miao, a Journal reporter specializing in the Chinese economy, dives into the chaos of escalating global markets impacted by U.S. tariffs. She highlights how China's export-driven economy is feeling the pinch, pushing them to reconsider their growth forecasts. Miao also explores China's strategic shift toward boosting consumer spending amid these trade tensions. With fears of a recession brewing, the implications for both nations are increasingly dire.

Christine Short, Head of Research at Wall Street Horizon, shares her insights on the impact of President Trump's new tariffs on corporations and the stock market. She discusses how these tariffs are reshaping corporate strategies and influencing upcoming earnings reports. Short highlights challenges companies face in passing increased costs to consumers and the resilience of the tech sector. The conversation covers market reactions, particularly as larger retailers adapt more easily than their smaller counterparts, setting the stage for a turbulent earnings season.

Why did President Trump’s tariff announcements send Nike stock spinning? And what’s weighing on the Magnificent Seven tech stocks? Plus, how did shares of conservative news outlet Newsmax do in their first trading week? Host Krystal Hur discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices