Viewpoints with Burkhard Varnholt - A gl...

US July personal income and spending data is due. The middle income consumers’ relatively strong starting point for the year has helped to sustain consumption, although political polarization has created some distortions in spending. Consumption remains the key focus for overall ... Show More

The US provides another official estimate of second-quarter GDP. These numbers will be revised further in the future. Policy expectations distorted demand patterns for domestic consumers, but the relative strength of the middle-income US household balance sheet late last year pro ... Show More

Apollo Lupescu is a Vice President at Dimensional Fund Advisors. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy to economic activity, asset allocat ... Show More

The producer price index increased 0.2%; economists worried Trump will worsen inflation, WSJ survey finds; PepsiCo, Conagra signal limits to price increases; IMF predicts Fed rate cuts by end of year. 

Inflation may be coming down, but when will prices –from items in our grocery carts to insurance premiums– stop climbing so fast? And when will wages catch up to make the cost increases of recent years stop hurting so much? WSJ economics reporter Harriet Torry and WSJ chief econo ... Show More

P.M. Edition for Mar. 7. Despite Thursday's pause on tariffs on goods from Canada and Mexico many products are still exposed to them. WSJ economics reporter Chao Deng tells us which goods fall under the new exemption and why it is so hard to parse. Plus, Fed chair Jerome Powell s ... Show More

Stocks surge after Trump hits pause on most tariffs, but ups the ante in the China trade war. What one China expert sees in store next in the tariff tit-for-tat. And the impact the levees are having on pharma’s production pipeline. Plus Walmart yanks its guidance, Delta flies pas ... Show More

Amid volatile oil prices, energy and commodities experts Choeib Boutamine, Nadia Martin Wiggen, and Ahmed Mehdi unpacked the ripple effects of Trump’s vast budget bill, OPEC+ supply decisions, and global trade negotiations on energy markets. With inventories high in China and US ... Show More

P.M. Edition for April 29. In the face of rising tariffs, the country’s biggest retailers are trying everything to keep prices low. But WSJ reporter Shane Shifflett says they warn that higher prices may be difficult to avoid and that certain products could become scarce. And Amaz ... Show More

P.M. Edition for April 30. New data out today showed that the U.S. gross domestic product fell in its steepest decline since 2022. We hear from WSJ economics correspondent Harriet Torry about what this data, along with other metrics out today, say about the overall health of the ... Show More

Supply chain troubles are feeding into sharp build cost hikes for the construction sector in the UK. In this podcast, we look at how long these problems are likely to last, how Britain stacks up compared to the rest of the G7 economies and the impact on its housing delivery rates ... Show More

Looking at fresh economic data, retail sales were flat and some categories of food dropped in price from March to April. That indicates both falling inflation and a consumer spending pullback — good things if you’re the Federal Reserve. We’ll dig into the consumer price index and ... Show More

A mixed session capped a turbulent quarter as investors turned from excitement over President Trump’s tax cuts and deregulation to fears over tariffs and a recession. Plus: Newsmax shares surge on first day of trading. Danny Lewis hosts.  Sign up for the WSJ's free What's News ne ... Show More