Business news covering stock markets, economic trends, personal finance, real estate, and cryptocurrency. Expert analysis to help you make informed decisions.
The 10% global baseline tariff stays in effect through July 24, 2026. The S&P 500 has absorbed the shock but technology and automotive face sustained margin pressure. Here is how the tariff landscape maps to sector winners, losers, and portfolio strategies.
Andy Jassy's 2026 shareholder letter reveals Amazon will spend roughly $200 billion on AI infrastructure this year. Amazon stock rose 5.6% on the news. James Calloway breaks down the bet.
March CPI rose 3.3% year-over-year as gasoline prices surged 21.2%, accounting for nearly three-quarters of the monthly increase. The first full month since the US-Iran conflict began, the energy shock complicates the Fed's hold-or-hike calculus.
XRP is forming a technical base between $1.17 and $1.30, with RSI near 40 signaling early accumulation. Bitcoin dominance topped 58% as Metaplanet expanded BTC treasury holdings. BitMine added $145M in ETH. The CLARITY Act signing is the primary near-term catalyst.
U.S. employers added 178,000 jobs in March 2026, crushing the 65,000 consensus forecast. Unemployment dipped to 4.3% as healthcare led sector gains with 76,000 new positions.
IMF Managing Director Kristalina Georgieva says the April 14 World Economic Outlook will downgrade 2026 growth from 3.3% and raise inflation projections as Brent crude hits $110 and Hormuz stays blocked.
The RWA tokenization market reached $27.65 billion in April 2026 with 4% monthly growth, led by $12.78B in tokenized US Treasuries. BlackRock, Ondo Finance, and Franklin Templeton are driving institutional adoption.
A year after Liberation Day, 50% of German companies have cut US investment plans, FDI has stayed below projections, and institutional capital is diversifying away from dollar-dominated assets.
One year after Trump's Liberation Day tariffs, the effective rate has jumped from 2.4% to 12-13.6%. Independent economists estimate 94% of costs have been borne by US consumers and businesses.
Goldman Sachs is deploying Claude-powered agents for trade accounting. Lloyds targets £100M in value from enterprise-wide agentic AI. Banking is crossing from AI as tool to AI as autonomous colleague across finance's biggest institutions.
The S&P 500's Shiller CAPE ratio reached 39.8 in April 2026, the highest level since the dot-com peak in 2000. GDP grew only 2.2% in 2025 and job creation hit its lowest pace since 2020, widening the gap between valuations and fundamentals.
Goldman Sachs, JPMorgan, and Morgan Stanley have cut their year-end S&P 500 targets as Iran war uncertainty and sticky inflation scramble the consensus growth trade.
