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  • Jeff Sommer

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It’s Not Just U.S. Stocks. A.I. and Oil Are Moving Global Markets, Too.

Intel, along with Taiwan and South Korea, are the latest winners, our columnist says. True diversification is hard to find.

Why Stocks and Bonds Are Responding Differently to the Iran War

Stock investors are betting that companies will make enormous profits, despite the war. But investors in bonds, including U.S. Treasuries, have other concerns.

The World’s Central Banks Are Wrestling With a Gigantic Problem

Inflationary surges and economic slowdowns set off by the war in Iran, tariffs and other Trump policies have forced monetary officials to adjust, our columnist…

Ignoring the War Has Been Working for Long-Term Investors

The U.S. stock market’s quick rebound this month may be fragile, but riding out the market’s disconcerting waves has been a sound strategy.

Markets Have Faced a Year of Chaos and Still Done Awfully Well

Most stock investors have lost money during the Iran war, but returns have been splendid for the year since the “Liberation Day” tariff announcement.

Bad, Very Bad and Much Worse: Pick a Forecast for the War and Economy

A merely bad outlook might be good enough for the markets, our columnist says.

The Oil Shocks of the ’70s Changed the World. Will the Iran War Do the Same?

Gas lines and quadrupling oil prices freaked out American consumers. But the oil crises also transformed global finance.

The Best We Should Hope For From the Fed: Nothing

A rate cut in the next few months could signal major problems in the economy.

The Best We Should Hope For From the Fed: Nothing

A rate cut in the next few months could signal major problems in the economy.

It’s Good to Be a Billionaire, Even at Tax Time

Paying taxes would feel better if the truly rich were bearing a fair share, our columnist says.