EU trade push may offset Trump tariff hit, study finds
A simulation by Andreas Baur and colleagues says new EU trade deals could more than counter the export drag from US tariffs.
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Section
Opinion
Retirement stock-heavy portfolios draw fresh scrutiny after bond debate
A Wealth of Common Sense says 90/10 portfolios can work for some retirees, but bear-market timing can make the trade-off costly.
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Why $5 million in Treasury bills may not be as safe as it sounds
Kevin O’Leary says $5 million in Treasury bills can secure a family for life, but one analysis says inflation and rate swings comp...
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SpaceX’s IPO could give index investors a small automatic stake
Rule changes at Nasdaq and FTSE Russell could add SpaceX to some index funds faster, but estimated fund weights remain below 1%.
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ECB flags risks as banks shift loan exposure through SRTs
Synthetic risk transfers free up bank capital, but ECB analysis points to weaker monitoring and ties between banks and SRT buyers.
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EU green fund rules helped draw money into ESG products
A National Bank of Belgium study found that Europe’s SFDR labels boosted ESG fund flows early on, especially among institutional i...
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AAII allocation signal looks less useful after a strong stock decade
A market-timing rule based on investor equity exposure caught past crashes, but Of Dollars and Data says it failed after 2018.
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Same degree, different paycheck: research tracks a class earnings gap
Studies cited by economists find that lower-income students often earn less than richer peers even after college narrows the divid...
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Study finds allies get warmer foreign news coverage
Sibo Liu and collaborators analyzed 1.4 billion articles and found news tone rises when the reporting and reported countries have...
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AI spending and inflation frame a new bear case for stocks
A Wealth of Common Sense says strong earnings support the bull market, but AI capex, retail speculation and high rates could test...
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U.S. stock data shows why average returns hide bumpy paths
Of Dollars and Data found U.S. stocks often beat their long-run average over one-year spans, while bad entry points still hurt.
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U.S. momentum stocks lead factor returns through June
A Wealth of Common Sense says momentum has gained roughly 30% to 40% in 2026, outpacing other major stock factors in the U.S.
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