The broad shift out of U.S. financial assets revived last year’s trend called the “sell America” trade.
Category: Federal Reserve System
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The Potential Fallout From a Legal Attack on Powell
A criminal investigation into Jay Powell, the Federal Reserve chair, may be the most consequential attack yet on the central bank’s political independence.
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Will Stock Markets Sizzle Into 2026?
Returns have been fabulous but consider the potential for setbacks in this already hazardous year, our columnist says.
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Fed Keeps Close Eye on Labor Market as It Assesses Further Cuts
For the central bank to lower interest rates again, officials will likely need to see more notable signs that unemployment is rising.
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Fed’s Independence Faces Critical Tests as Trump Seeks to Remake Institution
The central bank faces two major hurdles early on in 2026 that will determine the extent to which it operates free of political meddling.
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Wall Street Sees Another Banner Year for Markets. Could Anything Stop It?
Analysts have forecast more stellar gains for the S&P 500. But concerns about inflation, the dollar and sky-high valuations could make for a choppy run.
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Fed Minutes Detail Deep Divide on Timing of Further Rate Cuts
Officials at the central bank have splintered over whether rising unemployment or elevated inflation poses the bigger economic risk.
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Judge Rules That Trump Administration Must Continue to Fund CFPB
The Trump administration had tried to defund the Consumer Financial Protection Bureau, which acts as a guardrail for the safety of the financial system.
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How Kevin Hassett Became a Trump Loyalist and Fed Chair Contender
Mr. Hassett’s evolution from conservative economist to defender of the president’s economic agenda has raised questions about how he would lead the central bank.
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Chasing an Economic Boom, White House Dismisses Risks of A.I.
The administration has downplayed concerns — from mass job losses, to a potential financial bubble — as President Trump cheers soaring stock prices and faster growth.
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The Economy Survived 2025, But Many Americans Are Reeling
A feared recession didn’t materialize, but unemployment rose, wage growth slowed and affordability challenges are mounting.
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From A.I. to Tariffs, 14 Charts That Explain 2025
President Trump’s trade policy, inflation and climbing stock prices shaped business and the economy this year.