A.M. Edition for Mar. 12. As American tariffs on imported steel and aluminum take effect, BCG’s Nicole Voigt explains why domestic manufacturers are likely to respond with price hikes on everything from cars to pumps to screws. Plus, the House passes a GOP measure to avert a looming government shutdown. And voters in Greenland elect a party opposed to a U.S. takeover. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoi...
Mar 12, 2025•14 min•Transcript available on Metacast P.M. Edition for Mar. 11. New policies effectively closing the U.S.’s southern border are pushing some migrants to turn back around. WSJ Latin America bureau chief Juan Forero caught up with some of them on their long journey home. Plus, the U.S. resumes intelligence sharing and military support to Ukraine after Kyiv agrees to a 30-day cease-fire. And consumers’ spending—sometimes on credit cards—has kept the U.S. economy afloat. Telis Demos, Heard on the Street writer and co-host of the Take On...
Mar 11, 2025•14 min•Transcript available on Metacast A.M. Edition for Mar. 11. Tesla stock fell 15% on Monday in its worst trading day since 2020, as Elon Musk concedes his work in Washington is making it hard to focus on his business empire. Plus, global markets try to shake off yesterday’s down day on Wall Street as fears about the U.S. economy mount. And WSJ national security correspondent Michael Gordon joins us from Saudi Arabia, where the U.S. and Ukraine are trying to mend ties and pave the way for peace talks with Russia, Luke Vargas hosts...
Mar 11, 2025•14 min•Transcript available on Metacast P.M. Edition for Mar. 10. Stocks fell after President Trump’s refusal yesterday to rule out a recession. WSJ markets reporter Hannah Erin Lang discusses whether today’s stock selloff was just about the president’s remarks. Plus, the U.S. is a leading arms exporter, and Europe is a big buyer. But as reporter Alistair MacDonald explains, Trump’s policy towards Ukraine is making some in Europe reconsider buying arms from American companies. And Utah is set to become the first state to ban fluoride ...
Mar 10, 2025•14 min•Transcript available on Metacast A.M. Edition for Mar. 10. The WSJ’s Aaron Zitner says the Democratic Party is split between progressives who want direct confrontation with Republicans and moderates worried about alienating centrists who vote with their pocketbooks. Plus, Mark Carney wins the contest to become Canada’s new leader and vows to push back on Donald Trump’s trade war. And Russia regains key territory from Kyiv’s troops ahead of this week’s U.S.-Ukraine talks. Luke Vargas hosts. Sign up for WSJ’s free What’s News new...
Mar 10, 2025•14 min•Transcript available on Metacast While China has spent the past 12 years growing its friend circle through its $1 trillion Belt and Road infrastructure program, the U.S. has struggled to come up with a comprehensive response. Could President Trump’s more aggressive approach to diplomacy mean Beijing will meet greater resistance, or will it open more doors for Xi Jinping? In the final episode of our three-part series, “Building Influence,” WSJ reporter Vera Bergengruen, Harvard Kennedy School’s Rana Mitter and the Council on For...
Mar 09, 2025•21 min•Transcript available on Metacast What made Target’s stock wobble and Gap’s surge? And how are automakers faring in the wake of Trump’s tariffs? 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 08, 2025•6 min•Transcript available on Metacast 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 says that changing trade policies keep the Federal Reserve in a holding pattern on rates. And the Justice Department opens an investigation into whether egg producers have conspired to raise prices. Alex Ossola hosts. Lis...
Mar 07, 2025•13 min•Transcript available on Metacast A.M. Edition for Mar. 7. The WSJ’s Becky Peterson reports the CEO’s alliance with Donald Trump is putting off some core buyers of electric vehicles. Plus, the U.S. threatens joint action with Israel against Hamas unless the group releases all hostages from Gaza. And Walgreens goes from $100 billion health giant to private-equity salvage project after striking a buyout deal. Luke Vargas hosts. Read Liz Essley Whyte and Kristina Peterson's behind-the-scenes look at RFK Jr.s first weeks as health s...
Mar 07, 2025•14 min•Transcript available on Metacast P.M. Edition for Mar. 6. Markets dipped and Nasdaq closed in correction territory. WSJ markets reporter Sam Goldfarb talks about what’s got investors on edge. Plus, demand for nuclear energy is growing, but as science reporter Eric Niiler tells us what to do about the U.S.'s’ radioactive waste is a persistent problem. And books reporter Jeffrey Trachtenberg joins to discuss why publishers of nonfiction books are increasingly skipping the paperback. Alex Ossola hosts. Sign up for the WSJ's free W...
Mar 06, 2025•14 min•Transcript available on Metacast Bonus Episode for Mar. 6. When consumers feel uncertain about the economy, retailers tend to get nervous too. Big companies like Walmart, Target and Best Buy are trying to navigate uncertainties on tariffs along with shoppers still reeling from inflation. Retail reporter Sarah Nassauer analyzes the latest earnings results from some of the nation’s top retailers and explains why consumer behavior looks increasingly unpredictable this year. Chip Cutter hosts this special bonus episode of What's Ne...
Mar 06, 2025•7 min•Transcript available on Metacast A.M. Edition for Mar. 6. EU leaders convene for emergency security talks, headlined by a German U-turn on fiscal prudence that could prompt a massive boost in defense spending. Plus, the Department of Veterans Affairs plans to cut as many as 70,000 workers. And French billionaire Bernard Arnault is one of the world’s richest men – with a family relationship with President Trump that spans decades. But can the LVMH boss spare his luxury-goods empire from looming U.S. tariffs? The WSJ’s Nick Kosto...
Mar 06, 2025•15 min•Transcript available on Metacast P.M. Edition for Mar. 5. President Trump has granted some automakers an exemption from the 25% tariffs on goods from Mexico and Canada. WSJ senior markets columnist James Mackintosh says that no matter what happens with the tariffs, America’s closest allies will consider any future agreements to be temporary. Plus, the president wants to build a federal cryptocurrency reserve. Reporter Amrith Ramkumar tells us how that would actually work. And Greenland is full of mineral deposits. European secu...
Mar 05, 2025•14 min•Transcript available on Metacast A.M. Edition for Mar. 5. After a volatile day of trading as U.S. tariffs kicked in, President Trump previews further trade action while acknowledging his policies could trigger an "adjustment period." The WSJ's Brian Schwartz and Damian Paletta break down the speech. Plus, China sets a strong economic growth target and doubles down on home-grown AI. And WSJ AI Editor Ben Fritz shares how researchers hope to stop chatbots from “hallucinating.” Luke Vargas hosts. Check out WSJ’s special report, Wh...
Mar 05, 2025•14 min•Transcript available on Metacast P.M. Edition for Mar. 4. Markets closed lower as investors reckoned with President Trump’s new tariffs on Mexico and Canada and those countries’ responses. Plus, WSJ economic policy reporter Gavin Bade explains why this could be only the first or second salvo of this trade war. And White House reporter Tarini Parti tells us what to watch for in President Trump’s address to Congress later this evening. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad ...
Mar 04, 2025•13 min•Transcript available on Metacast A.M. Edition for Mar. 4. WSJ finance editor Alex Frangos explains how investors are reckoning with President Trump’s tariffs on Mexico, Canada and China. Follow the latest market reaction. Plus, the U.S. pauses all military aid to Ukraine days after an acrimonious meeting between the countries’ leaders. And Walgreens nears a roughly $10 billion deal to go private. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Mar 04, 2025•11 min•Transcript available on Metacast P.M. Edition for Mar. 3. The president says there is “no room left” to negotiate the tariffs before they take effect at midnight. WSJ reporter Vipal Monga tells us how the new levies will affect the tightly integrated North American automotive supply chain. Plus, asset-backed securities caused the 2008 financial crisis; now, they are back. Journal deputy markets editor Justin Baer discusses what is different about them this time around. And do you think you can name the world’s biggest fast food...
Mar 03, 2025•14 min•Transcript available on Metacast A.M. Edition for Mar. 3. European leaders scramble to patch up differences between Kyiv and Washington following Friday’s public clash between Presidents Zelensky and Trump. The WSJ’s Laurence Norman reports that although British and French-led plans to put troops on the ground in Ukraine are attracting growing support, they still require buy-in from the U.S. Plus, consulting bosses scramble to defend billions of dollars in U.S. government contracts. And state legislatures resume their push to p...
Mar 03, 2025•15 min•Transcript available on Metacast The early years of the Belt and Road Initiative left China with tens of billions of dollars in soured loans, making it a costly way of building global influence. Now Beijing is reworking its flagship infrastructure lending program to shield itself from financial risk and focus on projects that support its evolving ambitions, including securing critical supply chains for things like green-tech minerals and positioning itself as a leader that developing nations can unite behind. In the second epis...
Mar 02, 2025•20 min•Transcript available on Metacast What drove gains at Home Depot in the past quarter? And what made investors nervous about Nvidia’s latest results? 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 01, 2025•4 min•Transcript available on Metacast P.M. Edition for Feb. 28. What started as a polite meeting between President Donald Trump and Ukrainian President Volodymyr Zelensky grew contentious and ended abruptly. WSJ national security correspondent Michael R. Gordon tells us what that means for both countries. Plus, Trump is expected to sign an executive order making English the official language of the U.S. We hear from WSJ White House reporter Meridith McGraw about what this means on a practical level. And reporter Drew FitzGerald disc...
Feb 28, 2025•14 min•Transcript available on Metacast A.M. Edition for Feb. 28. WSJ correspondent Summer Said reports that mediators are hoping to extend a Gaza cease-fire expiring this weekend, even as Hamas’s military wing prepares for a new fight. Plus, the FAA readies a hiring push to attract more U.S. air-traffic controllers. And, markets—and Trump’s team—struggle to keep up with a flurry of tariff activity from the president. Luke Vargas hosts. Sign up for WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm...
Feb 28, 2025•13 min•Transcript available on Metacast P.M. Edition for Feb. 27. A pandemic-era freeze on federal student loans has been lifted, but many borrowers haven’t resumed their payments. WSJ personal finance reporter Oyin Adedoyin discusses why that has effects on individuals and the broader economy. Plus, a strong dollar complicates things for U.S. companies with global operations. Kristin Broughton, who covers corporate finance for the Journal, joins to talk about what companies are doing to stabilize their financial reporting. And the ar...
Feb 27, 2025•13 min•Transcript available on Metacast A.M. Edition for Feb. 27. Microsoft is pushing the Trump administration to ease proposed export curbs on a group of U.S. allies, warning they could turn to China to get the tech infrastructure they need. Plus, HSBC analyst Frank Lee breaks down Nvidia’s latest earnings. And the U.S. looks at importing eggs to control rocketing prices as the USDA forecasts costs could keep climbing through 2025. Luke Vargas hosts. Sign up for WSJ’s free What’s News newsletter. Learn more about your ad choices. Vi...
Feb 27, 2025•14 min•Transcript available on Metacast P.M. Edition for Feb. 26. As new data centers to power artificial intelligence pop up across the U.S., tech leaders and politicians have promised a hiring bonanza. But as WSJ reporter Tom Dotan tells us, the number of jobs created in the long term is often more modest. Plus, President Trump’s proposed tariffs are driving a wedge through the aluminum industry. Journal manufacturing and metals reporter Bob Tita discusses who is for and against the new tariffs, and the impact they would have on the...
Feb 26, 2025•13 min•Transcript available on Metacast A.M. Edition for Feb. 26. WSJ foreign correspondent Ian Lovett explains how Washington and Kyiv bridged differences over security guarantees and future mineral revenues to strike an agreement Ukraine hopes can reset relations with President Trump. Plus, House Republicans pass a budget plan, overcoming disagreements on the size of proposed spending cuts. And investing columnist Spencer Jakab unpacks the widening gap between the expected returns of large U.S. growth stocks and cheaper alternatives...
Feb 26, 2025•14 min•Transcript available on Metacast P.M. Edition for Feb. 25. Elon Musk’s Department of Government Efficiency is looking to end or consolidate nearly 100 leases for government agency offices. WSJ reporter Peter Grant discusses the impact on the recovering office market. Plus, thousands of employees on church retirement plans have lost some or all of their pension benefits. WSJ special writer Theo Francis explains how these plans sidestep federal oversight—and employees pay the price. And how a $25 gift card is tearing apart a comm...
Feb 25, 2025•13 min•Transcript available on Metacast A.M. Edition for Feb. 25. The U.S. wins backing for a United Nations resolution that doesn’t blame Russia for the Ukraine war. And while President Trump says an agreement to halt the fighting could be reached within weeks, WSJ correspondent Tom Grove says Russia sees an advantage in drawing out negotiations. Plus, Tesla’s sales in Europe fall 45% in the first month of the year, with CEO Elon Musk’s political activism and a refresh of the Model Y among the factors likely at play. And the Trump ad...
Feb 25, 2025•13 min•Transcript available on Metacast P.M. Edition for Feb. 24. While many Americans pulled back their spending due to inflation, the top 10% of earners increased theirs. WSJ reporter Rachel Louise Ensign explains the impact that has on the broader economy. Plus, the Trump administration proposes a plan that would charge millions of dollars in port fees to Chinese shipping companies and Chinese-built vessels. We hear from WSJ senior reporter Costas Paris about the proposal’s impact, if enacted. And why are NFL teams having trouble f...
Feb 24, 2025•14 min•Transcript available on Metacast A.M. Edition for Feb. 24. Markets signal relief after conservative Friedrich Merz’s victory. WSJ Berlin bureau chief Bertrand Benoit says Merz wants Europe to be more independent from the U.S. Plus, federal agencies push back on Elon Musk’s “What did you do last week?” email. And a bundle of Disney+, Hulu and Max seems to have a stronger hold on viewers than Netflix. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoic...
Feb 24, 2025•13 min•Transcript available on Metacast 
