Author: The Wall Street Journal

Bonus Episode for June 2. President Trump’s tariffs plans pose an enormous challenge for U.S. retailers like Macy’s, Target and Best Buy. Some companies are working to move production out of China, others are negotiating with suppliers or even lifting prices for customers as the trade upheaval scrambles profit forecasts. Investors and analysts also want to know: As tariff turmoil ripples across the U.S. economy, are Americans still shopping? WSJ reporter Suzanne Kapner discusses what companies are saying in earnings reports and analyst calls.

Hannah Erin Lang hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy.

Boycotting Target: A WSJ Podcast Series  

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A.M. Edition for June 2. Beijing points to recent export controls on AI chips and a crackdown on student visas in contending the U.S. broke a tariff reprieve between the two countries. Plus, Poland elects a conservative leader with ties to President Trump, breaking a streak of victories by centrists across Europe. And reporter Vicky Ge Huang joins us from a major bitcoin summit as the crypto industry shows off its newfound sway in Washington. Luke Vargas hosts. 

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Modern warfare is a contest of industrial might. China has spent decades assembling an industrial base at an unmatched scale, from shipping to advanced electronics. But although manufacturing power helped the U.S. win World War II, America now would struggle in a production battle. WSJ senior reporter Jon Emont discusses how China's economy fueled that buildup, what it means for China’s economy, and where that leaves the U.S. Alex Ossola hosts.

Further Reading:

America Let Its Military-Industrial Might Wither. China’s Is Booming.

The Fortress That China Built for Its Battle With America

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What drove Temu’s profit down? And why doesn't Nvidia seem to need China to sell? Plus, how E.l.f. Beauty’s stock got a major glow-up. Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them.

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P.M. Edition for May 30. President Trump says farewell to Elon Musk as the billionaire returns to the private sector. And American consumers are feeling gloomy about the economy. WSJ reporter Chao Deng says economists chalk that up to the tariff news cycle. Plus, the Supreme Court allows the Trump administration to cancel temporary protections for about 500,000 migrants. Pierre Bienaimé hosts.

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