Fed Upheaval Sows New Uncertainty About Path of Rates
A September cut is likely, but the breadth of support and the path afterward are up in the air.
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U.S. Stocks Are Now Pricier Than They Were in the Dot-Com Era
The S&P 500 has never been this expensive, or more concentrated in fewer companies.
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South Korea’s Export Growth Slowed in August
South Korea’s export growth slowed sharply in August, with U.S.-bound shipments plunging as President Trump’s tariffs weighed on global trade.
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China August PMI Edges Up to 49.4 From 49.3 in July
China’s official manufacturing gauge edged up in August but remained in contraction for a fifth straight month, as factory output picked up while market demand stayed subdued.
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Yale’s Trendsetting Private-Equity Strategy Is Getting Harder to Pull Off
Universities and other institutions have built up large private-equity holdings, but they are now lagging behind the S&P 500 and aren’t easy to shed.
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September Is the Worst Month for Stocks. This Year Might be Different.
September carries a lot of risks, but momentum is riding high
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Why the Stock Market Just Won’t Cave to Tariffs
The S&P 500 is up more than 10% this year, hitting several new records.
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Junk Bonds Are on a Tear This Summer
Investors are piling back into funds that buy junk-rated corporate bonds and loans, despite elevated default rates.
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VCs Had No Time Off This Summer. Blame AI.
No summer lull, no breather on weekends and deals that can get snatched up in an evening: The metabolism of venture has been dialed even higher by fierce competition for AI startups.
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How an Appeals Court’s Ruling on Trump Tariffs Could Upend the Bond Market
The future of President Donald Trump’s trade policy is uncertain. Tariffs may help reduce the deficit but still add to inflation pressures.
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Six Months Into Tariffs, Businesses Have No Idea How to Price Anything
A North Carolina company says tariff uncertainty has given way to a new problem: what to charge. “Everyone is struggling to figure out what to do.”
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Gold Is Smokin’. But There’s One Way You Don’t Want to Play It.
Leveraged funds soar. They’re up triple digits. Those same funds, though, plunge just as fast.
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Week Ahead for FX, Bonds: U.S. Jobs Data in Focus as Fed Rate Cut Looks Likely
U.S. jobs data, alongside the latest ISM surveys on manufacturing and services, will provide indications on how the economy is faring after weak jobs data for July.
(END) Dow Jones Newswires
August 31, 2025 23:15 ET (03:15 GMT)
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