WSJ Heard on the Street

Welcome to Heard on the Street’s LinkedIn page. Heard is the Wall Street Journal’s long-running and award-winning financial and economic analysis column. Our team, based in six global financial centers on four continents, brings you market-moving insights both on stories at the top of the global business community’s agenda and those that soon might be. Readers often tell us that they “heard it here first.” Follow us so you can too.

Consumer fears are hitting retail across the board, from necessities to luxuries. Heard on the Street columnist Jinjoo Lee surveys widespread weakness at Walmart, Costco, Foot Locker, Delta, Kohl's, Macy's and much more. https://lnkd.in/eKt7TBsb

American consumers and their credit cards have helped the U.S. economy weather many rough moments. Now, as?recession fears resurface, Heard on the Street's Telis Demos says they might be maxed out. https://lnkd.in/enzcwczF

Heard on the Street's Aaron Back says brace for more fallout

Stark regional differences are opening up in the housing market, with big inventory overhangs in sub-belt states such as Florida and Texas, says Heard on the Street's Carol Ryan https://lnkd.in/eFfxJ_M2

Donald Trump’s?election victory was seen as the swan song for long-struggling European assets. Investors are now betting it could actually be the opposite. Jon Sindreu on why European stocks could be set to outperform. https://lnkd.in/egXw5f6K

Transformers, a vital component in the power grid, look particularly vulnerable to disruptions from tariffs. Heard on the Street's Jinjoo Lee warns this could become a chokepoint for the build-out of the entire system amid soaring AI demand. https://lnkd.in/eRNmvXUj

Coinbase has moved customers' crypto assets off its balance sheet, suggesting customers ultimately own it in the event of bankruptcy. But as Heard on the Street's Jonathan Weil explains, custody arrangements aren't so simple in the crypto world, where control of the cryptographic keys is paramount. https://lnkd.in/en3wdpfv

In a "truly weird" combination, the S&P 500 volatility has been contained, but the stocks that are part of it have been bouncing wildly. Heard on the Street's Jon Sindreu says this signals risk ahead. https://lnkd.in/eg6PuPJi

An uptick in December delistings is the latest sign of dysfunction in America’s housing market, says Heard's Carol Ryan. https://lnkd.in/eueheWbD