US Economy

Visit/economy/us-economy/600841/apples-coronavirus-warning-wont-be-the-last-but-will-markets-care
US Economy

Apple’s coronavirus warning won’t be the last – but will markets care?

If one of the world's biggest companies is feeling the pain from the coronavirus, then presumably others are too, says John Stepek. That can only lead…
18 Feb 2020
Visit/economy/inflation/600799/federal-reserve-inflation-money-printing
Inflation

Here’s why the Federal Reserve might print more money before 2020 is out

The Federal Reserve wants to allow US inflation to run “hot” for a while. But that’s just an excuse to keep interest rates low – and possibly print mo…
10 Feb 2020
Visit/economy/us-economy/600747/its-still-inflation-or-bust-as-far-as-the-fed-is-concerned
US Economy

It’s still “inflation or bust” as far as the Fed is concerned

The latest interest-rate meeting of the US Federal Reserve has confirmed what markets already knew – central banks are pursuing "inflation or bust” po…
30 Jan 2020
Visit/investments/stockmarkets/600687/us-china-trade-truce-boosts-stockmarkets-for-now
Stockmarkets

US-China trade truce boosts stockmarkets – for now

Markets brightened up after China agreed to import more from the US and America greed to lower some tariffs on Chinese goods. But the trade war is far…
27 Jan 2020
Advertisement
Visit/520057/netflix-the-winner-of-our-corporate-baftas
Olivia Colman in Netflix's The Crown © Netflix
Economy

The winner of our corporate Baftas – the greatest companies of the past decade

Share price and sheer market clout has made video-streaming service Netflix the stand-out star of the stock titans in 2019, says Matthew Lynn.
28 Dec 2019
Visit/520025/chart-of-the-week-us-inflation-is-worse-than-it-looks
979-COTW-634
Economy

Chart of the week: US inflation is worse than it looks

The current annual rate of consumer price inflation (CPI) in America is just below the US Federal Reserve’s target of 2%, but to most people it feels …
27 Dec 2019
Advertisement
Visit/520005/is-the-bull-out-of-breath
Economy

Is the bull-run in stocks out of breath?

American equities soared beyond expectations this year. Yet after a year of outsize returns, most expect a far more modest showing in 2020.
27 Dec 2019
Visit/519900/trump-impeachment-and-the-markets
Economy

Markets don’t care about Trump’s impeachment, and nor should you

America impeaching its president might sound like a big deal. But markets shrugged it off. You should too, says John Stepek. It’s political showboatin…
19 Dec 2019

Subscribe to MoneyWeek

Become a smarter, better informed investor with MoneyWeek.
Visit/519587/its-inflation-or-bust-as-far-as-the-us-federal-reserve-is-concerned
Economy

It’s inflation or bust as far as the Federal Reserve is concerned

The US Federal Reserve decided not to raise interest rates at its latest meeting, preferring to wait until inflation really takes off. John Stepek exp…
12 Dec 2019
Advertisement
Visit/519213/michael-bloomberg-a-master-of-many-guises
People

Michael Bloomberg: a master of many guises

Michael Bloomberg launched his financial data company after getting fired from Wall Street. Could the billionaire media magnate and former New York ma…
9 Dec 2019
Visit/519152/trumps-trade-war-tantrum-returns
Economy

Trump’s trade war tantrum returns with new tariffs

This week the US president unleashed surprise tariffs on Brazilian and Argentine steel imports.
5 Dec 2019
Visit/518810/chart-of-the-week-us-consumers-splash-less-cash
Economy

Chart of the week: US consumers splash less cash

US consumers have finally stopped shopping and paid some debt back after decades of borrowing and spending.
2 Dec 2019
Visit/518498/the-one-thing-a-divided-britain-can-agree-on
Economy

The biggest threat to capitalism right now isn't Jeremy Corbyn

The greatest danger to capitalism isn't a far-left Corbyn government, it's the rise of powerful corporations distorting the free market.
21 Nov 2019
Visit/517988/jamie-dimon-the-wealth-gap-is-a-huge-problem
Economy

Jamie Dimon: the wealth gap is a huge problem

America's wealthy have been getting wealthier, says Jamie Dimon, chairman and CEO, JPMorgan Chase. The rest of the population hasn't kept pace.
18 Nov 2019
Advertisement
Visit/518057/cheap-money-flood-buoys-us-housing
Economy

Cheap money flood buoys US housing

America’s housing market keeps humming along, supported by Trump's aversion for high interest rates.
15 Nov 2019
Visit/518044/boeing-faces-further-turbulence
Stock markets

Boeing faces further turbulence

Boeing’s shares saw their best one-day performance in over five months early this week. But the plane-makers' troubles aren't over yet.
15 Nov 2019
Visit/517918/money-minute-friday-15-november
Economy

Money Minute Friday 15 November: a big day for the US

In today's Money Minute we get data from the US on retail sales and industrial production.
15 Nov 2019
Visit/518045/disney-takes-on-netflix-in-the-tv-streaming-wars
Stock markets

Disney takes on Netflix in the TV streaming wars

A major new US player has arrived in the television and film streaming market – and the UK is launching a service too. Matthew Partridge reports.
14 Nov 2019
Visit/517682/chart-of-the-week-2
Stockmarkets

Chart of the week: US stocks outrun profits

The US stockmarket has become totally detached from underlying profits of its constituent companies over the past three years.
11 Nov 2019
Visit/517797/government-spending-binge-is-coming-your-way
Economy

Governments have got the message – right or left, a spending binge is coming your way

Politicians of every hue have committed to throwing vast sums of money at their voters. Rampant inflation will eventually make them stop. But for now…
8 Nov 2019
Advertisement
Visit/517445/howard-marks-dont-rule-out-negative-interest-rates-in-the-us
Economy

Howard Marks: don't rule out negative interest rates in the US

Current conditions in the US don't call for negative interest rates. But that doesn’t rule them out, says Howard Marks, founder of Oaktree Capital Man…
5 Nov 2019
Visit/517462/us-interst-rate-cuts-and-money-printing
Economy

Forget rate cuts – what matters most is that the Fed is still printing money

As expected, the Federal Reserve cut US interest rates. And while Fed chief Jerome Powell may talk tough, he's still printing money. John Stepek expla…
31 Oct 2019
Visit/517282/how-to-steel-yourself-to-buy-at-new-all-time-stockmarket-highs
Stockmarkets

How to steel yourself to buy at new all-time stockmarket highs

The US stockmarket has hit a new all-time high. Instinct may be telling you not to buy. But you should resist that instinct, says Dominic Frisby. New …
30 Oct 2019
Visit/517029/healthcare-reform-will-america-get-its-own-nhs
Economy

Healthcare reform: will America get its own NHS?

Not even socialist Bernie Sanders goes quite that far, but a radical shake-up of America’s healthcare system looks to be on the cards.
26 Oct 2019
Visit/516990/the-federal-reserve-has-a-plumbing-problem
Economy

The Federal Reserve has a "plumbing problem"

The US Federal Reserve has started purchasing Treasury bonds with printed money to clear short-term blockages in the financial system.
25 Oct 2019
Advertisement
Visit/516944/why-wall-street-has-got-it-wrong-again
Economy

Why Wall Street has got the US economy wrong again

The hiring slowdown does not signal recession for the US economy. Growth is just moving down a gear, says Brian Pellegrini.
25 Oct 2019
Advertisement
Visit/516654/us-china-trade-truce-both-sides-back-down
Economy

US-China trade truce: both sides back down

China and America have agreed to a “pretend” trade deal, with details are so thin that the Chinese preferred not to call it a “deal” at all. That didn…
17 Oct 2019
Visit/516469/the-us-federal-reserve-is-quietly-paving-the-way-for-further-stimulus
Economy

The US Federal Reserve is quietly paving the way for further stimulus

America's central bank is printing money again. It's not more QE, says the Fed, it's just maintaining the current level of liquidity. John Stepek expl…
11 Oct 2019
Visit/516359/traders-keep-their-faith-in-the-federal-reserve
Economy

Traders keep their faith in the Federal Reserve

The S&P 500 continues to rise. But the idea that the US Federal Reserve can hold off a recession by rate cuts alone is optimistic.
11 Oct 2019
Visit/516104/betting-on-politics-odds-on-trumps-impeachment
Spread betting

Betting on politics: the odds on Trump being impeached

Punters have swung firmly behind the idea of Donald Trump being impeached by at least one House of Congress. Matthew Partridge looks into the latest o…
7 Oct 2019
Visit/516163/us-china-trade-trump-and-xi
Economy

Are Trump and Xi desperate enough to kiss and make up yet?

Chinese growth is struggling. US markets look vulnerable. But are the two leaders desperate enough to put a positive spin on the next round of trade t…
7 Oct 2019
Visit/515977/us-housing-market-shows-signs-of-life
Property

US housing market shows signs of life

The sluggish US housing market seems to be regaining its footing.
4 Oct 2019
Visit/516084/is-a-recession-coming-heres-what-to-watch-out-for
Economy

Is a recession coming? Here’s what to watch out for

Markets have taken a sharp knock recently as fears of a recession have grown. John Stepek looks at what’s got them rattled, and how it affects your in…
3 Oct 2019
Visit/515657/chart-of-the-week-the-death-of-competition-in-america
Economy

Chart of the week: the death of competition in America

The Economist has detected a slump in the number of times the words “competition” and “competitor” have been mentioned in annual reports over the past…
30 Sep 2019
Visit/515781/betting-on-politics-27
Trading

Betting on politics: odds on the next president of the USA

With impeachment of the US president firmly on the table, now is a good time to take a look at the latest betting markets related to American politics…
30 Sep 2019
Visit/515656/cracks-emerge-in-corporate-debt
Economy

Cracks emerge in corporate debt

The total value of non-financial corporate debt in the US is now almost $10trn, equivalent to half of America’s GDP.
27 Sep 2019
Visit/515655/feds-fiddling-loses-impact
Economy

The Federal Reserve's interest-rate fiddling loses its effectiveness

The Federal Reserve's widely-anticipated decision to reduce interest rates to a range between 1.75% and 2% made little impression on the markets.
27 Sep 2019
Advertisement
Visit/515762/us-repo-rate-spike-an-alarming-echo-of-the-financial-crisis
Economy

US repo rate spike: an “alarming echo” of the financial crisis

A sudden shortage of liquidity the repo market last week prompted buyers to bid up prices, sending the rate as high as 10% at one point.
26 Sep 2019
Visit/515327/chart-of-the-week-us-inflation-follows-oil-and-gold
Economy

Chart of the week: US inflation follows oil and gold

Bonds advanced after the attack on Saudi Arabia, with investors ignoring the potential for a rise in inflation. This chart also suggests they are bein…
23 Sep 2019
Visit/515288/wework-on-go-slow-as-ipo-delayed
Stock markets

WeWork on go-slow as IPO delayed

Th delay of its planned initial public offering (IPO) is a setback for office rental company WeWork.
19 Sep 2019
Visit/515457/federal-reserve-us-interest-rate-cut
Economy

Low unemployment, solid growth, steady inflation – of course the US needs an interest-rate cut

Against an economic background more traditionally associated with interest rate rises, the US central bank has just cut rates. John Stepek explains wh…
19 Sep 2019
Visit/515122/money-minute-wednesday-18-september-uk-inflation-and-us-interest-rates
Economy

Money Minute Wednesday 18 September: UK inflation and US interest rates

In Wednesday's Money Minute, we get the UK inflation figures for August, and America's latest decision on interest rates.
18 Sep 2019
Visit/515119/money-minute-tuesday-17-september-german-economic-sentiment-and-us-industrial-production
Economy

Money Minute Tuesday 17 September: German economic sentiment and US industrial production

Tuesday's Money Minute looks at the latest snapshot of economic confidence in Germany and, from the US, the latest report on industrial production.
17 Sep 2019
Visit/514912/david-rosenberg-chief-economist-gluskin-sheff
Economy

David Rosenberg: don't believe the Fed

The US Federal Reserve isn't expecting a recession. But the, it never does, says David Rosenberg of Gluskin Sheff. Even when one is just around the co…
16 Sep 2019
Visit/514876/us-data-and-yield-curve-spook-investors
Economy

US data and yield curve spook investors

American manufacturing is shrinking for the first time in three years. But what has spooked markets the most is the recent inversion in yield curves.
13 Sep 2019
Visit/514776/money-minute-friday-13-september-pubs-wages-and-retail-data
Economy

Money Minute Friday 13 September: pubs, wages and retail data

Friday's Money Minute looks to a trading update from JD Wetherspoon, eurozone wage inflation, and US retail sales data.
13 Sep 2019
Visit/514603/money-minute-wednesday-11-september-galliford-try-and-us-factory-gate-prices
Economy

Money Minute Wednesday 11 September: Galliford Try and US factory gate prices

In Wednesday’s Money Minute, UK construction group Galliford Try publishes its annual results, and the US issues August’s Producer Price Index data.
10 Sep 2019
Visit/514459/betting-on-politics-who-will-face-trump-in-the-us-election
Trading

Betting on politics: who will face Trump in the US election

Matthew Partridge turns his attention across the Atlantic and takes a look at Democratic Party's potential candidates for the US presidential election…
9 Sep 2019
Visit/514448/can-donald-trump-really-buy-greenland
Economy

Can Donald Trump really buy Greenland?

The US president’s idea of buying Greenland is not quite as preposterous as it might seem to modern minds, but why buy it when there are so many bette…
7 Sep 2019