James Mackintosh
Senior Columnist, Markets at The Wall Street Journal
Senior Markets Columnist at the Wall Street Journal. Ex FT Investment Editor (writer of Short View column). Retweets not endorsements. Views mine. All organic.
Articles
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5 days ago |
wsj.com | James Mackintosh
Stocks back to Liberation Day levels tell us the selloff was overdone. Gold still well above Liberation Day levels tell us the rebound is overdone. I’m inclined to think both are true: Markets fell too far as panic set in, and have rebounded too far as hope replaced fear. The hope is threefold: Trade deals are on the way, starting with the outline deal with the U.K. and continuing over the weekend with the first talks with China.
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5 days ago |
wsj.com | James Mackintosh
After ‘Liberation Day,’ stocks fell a lot, perhaps too much. They have now rebounded a lot, perhaps too much. One way to think about the plunge and rebound in stocks since “Liberation Day” on April 2 is that beforehand investors thought a 10% tariff would be the worst case, and afterward they thought a 10% tariff was the best case. Stocks fell because tariffs were far bigger than expected, then recovered when tariffs were delayed and talks began.
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5 days ago |
flipboard.com | James Mackintosh
Bitcoin and crypto prices have rocketed higher this week as a perfect storm gathers for risk assets. Front-run Donald Trump, the White House and Wall Street by subscribing now to Forbes’ CryptoAsset & Blockchain Advisor where you can "uncover blockchain blockbusters poised for 1,000% plus gains!" The …
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5 days ago |
fnlondon.com | James Mackintosh
Why This Stock-Market Bounce Won’t HoldAfter ‘Liberation Day,’ stocks fell a lot, perhaps too much. They have now rebounded a lot, perhaps too much. Published May 9, 2025 at 7:00 AM ET One way to think about the plunge and rebound in stocks since “Liberation Day” on April 2 is that beforehand investors thought a 10% tariff would be the worst case, and afterward they thought a 10% tariff was the best case.
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1 week ago |
cn.wsj.com | James Mackintosh
Nicolai Tangen愿意熬过贸易战，即使这意味着可能损失6,000亿美元。对于可能面临6,000亿美元损失，Nicolai Tangen出奇地从容镇定。Tangen掌管着全球最大的资金池——挪威1.8万亿美元的主权财富基金，其中约一半投资于美国股票和债券，主要是股票。他认为，如果全球贸易体系因关税壁垒的出现而分裂成多个独立的阵营，那么在经济遭受冲击和通货膨胀加剧的情况下，该基金的价值可能会损失超过三分之一。尽管得益于其在欧洲的敞口起到对冲作用，该基金今年迄今的表现大致持平，但情况看起来还是很严峻。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8立即订阅 热门文章热门视频
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RT @WSJ: After “Liberation Day,” stocks fell a lot, perhaps too much, and they have now rebounded a lot, perhaps too much, WSJ columnist @j…
Star Wars (1977) was produced mainly in UK and so now supposedly subject to 100% tariffs
Happy May the 4th to all, including the Radical Left Lunatics who are fighting so hard to to bring Sith Lords, Murderers, Drug Lords, Dangerous Prisoners, & well known MS-13 Gang Members, back into our Galaxy. You’re not the Rebellion—you’re the Empire. May the 4th be with you. https://t.co/G883DhDRR5
RT @WSJmarkets: The plunge in stocks, bonds and the dollar matter to Trump. But there’s no assurance that he will be ruled by them, writes…
