Commentaries

Six Pros on the Market Turmoil and What Comes Next

Trump’s recent tariff escalation ignited fresh wave of volatility across equity and fixed-income markets, reintroducing policy risk as dominant force.

Dimon Sees Treasury Market ‘Kerfuffle’ Where Fed Steps In

JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon said he expects “a kerfuffle” in the US Treasury market that prompts a Federal intervention.

Bass Believes Short-Term Recession May be Necessary to Stabilize and Reposition U.S. Economy

Investor Kyle Bass believes a short-term recession may be a necessary step to stabilize and reposition the U.S. economy for long-term strength.

Howard Marks Warns Trump's Tariff Policy Could Mark The Most Consequential Event Of Our Time

Howard Marks warns that the Trump administration’s tariff strategy could mark one of the most consequential economic events of our time.

Jamie Dimon Warns Of Slower Growth, Higher Inflation As Tariffs Reshape Global Economy: 'We're Not In Kansas Anymore'

JPMorgan Chase (JPM) CEO Jamie Dimon said the Trump administration’s new tariffs will produce short-term inflation and "slow down growth."

Ed Yardeni’s New Best-Case Scenario Sees the S&P 500 Ending the Year at 6000

Ed Yardeni now sees the S&P 500 potentially ending 2025 at 6000 in his revised best-case scenario.

Chief Strategist Who Foresaw Tariff Shock Says Worst Yet to Come

Just after the US election, when Wall Street was all-in on the prospects of a business-friendly Trump, Peter Berezin was sounding the alarm.