John Authers

Stocks were due for a retreat, but don’t read too much into it. And view non-farm payrolls with some caution.

Slow and steady does it for the Fed’s descent, as market expectations have fallen to two cuts this year. Plus: Gaza’s six months of upheaval.

Still, it's a stretch to think Biden can do much about them when no president before him could, either. Plus: Blackstone and REITS; China demand

The pessimism of small business owners and the aftermath of the huge spike in food and fuel prices will linger long after March CPI.

The scramble to adjust to a reality where the US can't cut and other central banks are under pressure to is on.

The scramble to adjust to a reality where the US can’t cut and other central banks are under pressure to is on.

Pencil in an ECB rate cut for June as the post-pandemic economies on both sides of the Atlantic diverge.

Markets and the world need Israel and Iran to break the cycle of vengeance — and so do they. The blueprint lies in Greek tragedy.

Rates rising to a level not seen in a generation undercut the easy allocation to shares. Alan Greenspan’s Fed Model is reappearing.

Rates rising to a level not seen in a generation undercut the easy allocation to shares. Alan Greenspan's Fed Model is reappearing.