A.M. Edition for April 2. Markets are on edge ahead of President Trump’s long-awaited tariff announcement in the Rose Garden later today. Neuberger Berman’s Maya Bhandari explains what market signals tell us about the likely scope of the U.S. actions. Plus, a liberal judge wins the Supreme Court race in Wisconsin in a rebuke of Trump and Elon Musk. And a potential TikTok takeover deal takes shape days ahead of a deadline to sell the platform or shut it down. Luke Vargas hosts. Sign up for the WS...
Apr 02, 2025•14 min
P.M. Edition for April 1. Trump met with advisers to iron out the final details of his reciprocal tariff plans, as Canada and the EU prepare their responses. Plus, anticipation of tariffs boosts U.S. car sales for March. But, as deputy bureau chief for autos Mike Colias tells us, companies don’t think the good times can last. And the M&A boom Wall Street was hoping for is happening. Reporter Ben Glickman says it just looks a little different than they might have expected. Alex Ossola hosts. Sign...
Apr 01, 2025•13 min
A.M. Edition for April 1. President Trump says he has settled on a strategy for his ‘Liberation Day’ tariffs to be announced on Wednesday. Oren Cass, founder of the conservative think tank American Compass, makes the case for how the new levies can be used to reset the U.S. economy. Plus, Meta’s Mark Zuckerberg tries to enlist the White House to fight a European law that could undermine its ad business. And president Trump signs an executive order targeting ticket scalpers and fees. Luke Vargas ...
Apr 01, 2025•15 min
P.M. Edition for Mar. 31. U.S. markets bounced back from sharp losses early in the day. Markets reporter Hannah Erin Lang walks us through what’s driving the volatility. Plus, screws are essential to manufacturing; now, steel and aluminium tariffs have made them a lot more expensive. WSJ metals and manufacturing reporter Bob Tita explains what companies are doing about it. And President Trump leaves open the possibility of running for a third term, a move that the Constitution prohibits. Alex Os...
Mar 31, 2025•13 min
A.M. Edition for Mar. 31. The Trump administration is still scrambling to set out the specifics of its new tariff agenda ahead of ‘Liberation Day’ on Wednesday. WSJ reporter Caitlin McCabe explains how the tariff threats are ramping up market volatility and dampening the outlook for the U.S. economy. Plus, Trump threatens Russia with new tariffs, after expressing anger at Vladimir Putin as Ukraine peace talks make little progress. And Apple clashes with SpaceX amid a race to eliminate cellphone ...
Mar 31, 2025•14 min
On April 2nd, a new slate of reciprocal U.S. tariffs are expected to take effect. President Trump has championed tariffs, saying they are needed in order to make things fair, to reduce the trade deficit and to bring manufacturing jobs back to the United States. But will his strategies work? Mary E. Lovely, of the Peter son Institute for International Economics, discusses the reasons behind and effectiveness of previous strategies on tariffs to explain how Trump's newest plans may pan out. Alex O...
Mar 30, 2025•14 min
Why was Tesla not hit as hard by Trump’s new tariffs as GM, Toyota or BMW? And why did Lululemon’s results spook investors? Plus, how did investors react to Family Dollar leaving the Dollar Tree family? Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 29, 2025•5 min
P.M. Edition for Mar. 28. Stocks sold off after hotter-than-expected inflation data, President Trump's tariff announcements and souring consumer sentiment. But does consumer sentiment actually mean a change in consumer behavior? Economics reporter Justin Lahart joins us to discuss. Plus, cloud computing startup CoreWeave made its highly anticipated IPO today turned into a high-profile stumble. Corrie Driebusch, who covers finance for the Journal, tells us what this means for artificial-intellige...
Mar 28, 2025•14 min
A.M. Edition for Mar. 28. Rescuers search through rubble in Bangkok and streams of wounded seek treatment in Myanmar’s capital Naypyitaw following a magnitude 7.7 earthquake. Plus, President Trump broadens his retribution campaign against major law firms as Perkins Coie pushes back. And WSJ Brussels Bureau Chief Dan Michaels describes how European leaders are waking up to the reality that U.S. Vice President JD Vance’s hostility toward them could be more than just a show. Luke Vargas hosts. Sign...
Mar 28, 2025•13 min
P.M. Edition for Mar. 27. Health and Human Services Secretary Robert F. Kennedy Jr. announced 10,000 job cuts across the department. We speak with WSJ health reporter Liz Essley Whyte about the cuts’ impact. Plus, energy security in the U.S. was once all about oil—now, it’s about electricity. WSJ chief economics commentator Greg Ip discusses what that means for economic growth. And U.S. stocks end the day lower as investors react to President Trump’s automotive tariffs. Alex Ossola hosts. The Fo...
Mar 27, 2025•13 min
A.M. Edition for Mar. 27. Shares in global carmakers are sliding after President Trump said he’d impose a new duty on automotive imports starting next week. European autos reporter Stephen Wilmot discusses how that move could affect car prices and demand. Plus, leaders meet in Paris to plan for a European armed force in Ukraine to implement a potential ceasefire with Russia. And the WSJ’s Stu Woo on how the used phone market is taking off, as shoppers - feeling ripped off by $1,000 devices - hun...
Mar 27, 2025•14 min
P.M. Edition for Mar. 26. When confronted with President Trump’s plan to impose tariffs, governments are still figuring out how best to respond. Canada correspondent Vipal Monga walks us through the strategies they have chosen, and how they might play out in the long term. Plus, Trump is set to announce his plans for tariffs on the automotive industry. And the Atlantic magazine has published more screenshots of the cabinet members’ Signal chat. WSJ national security reporter Alex Ward analyzes t...
Mar 26, 2025•14 min
A.M. Edition for Mar. 26. Ratings company Moody's raises red flags over ballooning U.S. debt and the negative effects of tariffs. Plus, Vice President JD Vance announces he’ll join a controversial visit to Greenland this week, sparking anger and confusion on the island and in Denmark. And WSJ reporter Clarence Leong describes how China’s space industry is racing to catch up to SpaceX. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit me...
Mar 26, 2025•14 min
P.M. Edition for Mar. 25. The White House and top intelligence officials denied that classified information about military strikes in Yemen were shared on a group chat. Plus, Forever 21 is closing its 350 stores, and mall owners are looking forward to it. WSJ real estate reporter Kate King explains why. And for the first time in a decade, no CEOs got $100 million payouts in 2024 so far. Special writer Theo Francis tells us about the rise of the nine-figure payout. Alex Ossola hosts. Listen: What...
Mar 25, 2025•14 min
A.M. Edition for Mar. 25. Group-chat drama roils Washington after senior government officials, including Vice President JD Vance and Defense Secretary Pete Hegseth, accidentally let a journalist in on sensitive war plans. Plus, Boeing eyes a chance to withdraw from a Biden-era guilty plea deal. WSJ aviation reporter Ben Katz explains how securing more lenient treatment in the case could be crucial for the embattled company’s recovery. And Canadians get cold feet about traveling south of the bord...
Mar 25, 2025•11 min
P.M. Edition for Mar. 24. As President Trump ramps up his attacks on the legal industry, law firms are split on how to respond. WSJ national legal-affairs reporter Erin Mulvaney discusses the implications for the industry. Plus, Trump recalibrates his plans for tariffs on goods from particular sectors and says he might soften reciprocal tariffs on some nations, though the back-and-forth is hard on U.S. small businesses. Senior special writer Ruth Simon joins to talk about how small businesses ar...
Mar 24, 2025•14 min
A.M. Edition for Mar. 24. The Trump administration is considering holding off on industry-specific tariffs when it unveils a raft of trade measures on April 2nd. Plus, Greenland’s prime minister condemns a planned trip to the island this week by a U.S. delegation as ‘highly aggressive.’ And as Israel prepares for a scaled-up ground offensive in Gaza, WSJ correspondent Dov Lieber reports that a majority of Israelis would prefer negotiating with Hamas to end fighting. Luke Vargas hosts. Sign up fo...
Mar 24, 2025•14 min
Fifteen years ago today, the Affordable Care Act was signed into law, kicking off a sweeping overhaul of U.S. healthcare and expanding Medicaid coverage to more than 30 million Americans. But with deep cuts to Medicaid being debated on Capitol Hill, could the U.S. healthcare landscape be in for a shock? WSJ health-insurance reporter Anna Wilde Mathews and Larry Levitt, executive vice president for health policy at the non-profit health policy research and polling organization KFF, discuss the ki...
Mar 23, 2025•14 min
What happened when Walmart replaced Affirm with Klarna? And how are Elon Musk’s politics intersecting with Tesla’s stock? Plus, how are companies from General Mills to Nike feeling a tightening in consumer spending? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 22, 2025•6 min
P.M. Edition for Mar. 21. President Trump announced Boeing has been selected to build a sophisticated jet the Air Force believes is vital to deter China’s military in the decades ahead. Plus, the oil-and-gas industry was excited when President Trump got elected. But now, as WSJ reporter Collin Eaton tells us, the industry is feeling nervous. And leveraged single-stock ETFs became Wall Street’s newest roller-coaster trade last year, with billions flowing into them. Today, their value is plunging....
Mar 21, 2025•13 min
