Reciprocal tariffs initially spooked investors a year ago. Tariff rates and policies, however, have changed over time, and businesses have adapted. However, there's still the risk that tariffs could ...

Investors are staring at a strange split screen: record stock valuations on one side, and a tariff shock that is only just beginning to ripple through the real economy on the other. President Donald ...

Aside from a steep sell-off in April 2025, Trump's tariffs haven't hurt the stock market much so far. However, several things could change this year. Tariffs could weigh on stock prices in 2026, but ...

In November, the Federal Reserve's Financial Stability Report warned that the S&P 500's valuation was near the upper end of its historical range. Elevated valuations are particularly worrisome because ...