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WSJ What’s News

WSJ What’s News

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Twice‑daily Wall Street Journal briefing on the stories moving U.S. markets.

What’s News in Earnings: How Retailers Are Dealing With Price-Conscious Shoppers
Podcast•Mar 20, 2026•5 min

What’s News in Earnings: How Retailers Are Dealing With Price-Conscious Shoppers

In this episode, WSJ reporter Kelly Clunan breaks down how U.S. retailers are navigating a holiday quarter marked by price‑conscious shoppers, inflation pressures, and rising delivery expectations. Walmart and Target are accelerating same‑day and next‑day delivery, while Walmart also leverages AI tools like its Sparky assistant to boost order values. Off‑price chains such as TJX, Ross Stores, and Burlington are gaining market share as value‑seeking consumers shift away from traditional department stores, whereas higher‑income shoppers continue to support upscale brands like Macy’s Bloomingdale’s. The discussion also touches on the impact of tariffs, potential refunds, and geopolitical factors like the Middle East conflict on pricing dynamics.

By WSJ What’s News
Oil and Gas Jump as Iran Strikes Gulf Energy Infrastructure
Podcast•Mar 19, 2026•14 min

Oil and Gas Jump as Iran Strikes Gulf Energy Infrastructure

The episode covers the rapid escalation of Iran's attacks on Gulf energy infrastructure following Israel's strike on an Iranian gas field, which sent Brent crude above $116 a barrel and spiked European gas prices over 20%. Host Luke Vargas and...

By WSJ What’s News
U.S. Asks for Help to Address Energy Crisis
Podcast•Mar 16, 2026•15 min

U.S. Asks for Help to Address Energy Crisis

The episode focuses on the U.S. effort to keep the Strait of Hormuz open amid rising energy tensions, detailing President Trump's appeal to allies—including China, NATO members, Japan, and Australia—for naval support, and highlighting European hesitancy due to limited resources...

By WSJ What’s News
The State of Women in 2026: Progress, Pay Gaps and Participation
Podcast•Mar 15, 2026•13 min

The State of Women in 2026: Progress, Pay Gaps and Participation

In this March 15 episode of WSJ's What's News Sunday, host Alex Osala examines the economic status of American women in 2026, focusing on labor‑force participation, pay gaps, and caregiving burdens. WSJ economics reporter Harriet Torrey and KPMG senior economist...

By WSJ What’s News
What’s News in Markets: Campbell’s Snack Problem, Centene Sinks, Petco Optimism
Podcast•Mar 14, 2026•6 min

What’s News in Markets: Campbell’s Snack Problem, Centene Sinks, Petco Optimism

The episode reviews how volatile oil prices, driven by escalating tensions in the Strait of Hormuz and a massive strategic reserve release, pushed major U.S. indexes lower despite a brief inflation lull. Campbell Soup’s disappointing snack sales and Centene’s Medicaid...

By WSJ What’s News
IEA Proposes Record Release of Oil Reserves
Podcast•Mar 11, 2026•14 min

IEA Proposes Record Release of Oil Reserves

The episode focuses on the International Energy Agency's proposal to release a record 400 million barrels of oil from member countries' strategic reserves to counter a sharp price surge caused by the near‑closure of the Strait of Hormuz after Iranian attacks....

By WSJ What’s News
$100 Oil Is Back
Podcast•Mar 9, 2026•14 min

$100 Oil Is Back

The episode examines the sudden surge of oil prices above $100 a barrel, driven by escalating attacks on Persian Gulf infrastructure amid the Iran‑Israel‑U.S. conflict. Journalists Luke Vargas and Joe Wallace explain how the closure of the Strait of Hormuz,...

By WSJ What’s News
Stocks Slide After Weak February Jobs Report
Podcast•Mar 6, 2026•13 min

Stocks Slide After Weak February Jobs Report

The episode breaks down the surprisingly weak February jobs report, which showed a loss of 92,000 jobs and a rise in unemployment to 4.4%, highlighting sectoral declines in health care, construction, manufacturing, and hospitality. WSJ economics reporter Justin Layhart explains...

By WSJ What’s News
Tariff Uncertainty Weighs on U.S. Stocks and Business Leaders
Podcast•Feb 23, 2026•13 min

Tariff Uncertainty Weighs on U.S. Stocks and Business Leaders

The episode examines how renewed U.S. tariff uncertainty, sparked by President Trump's recent statements and a Supreme Court ruling, is rattling markets and leaving business leaders scrambling for clarity on refunds, consumer reactions, and legal strategies. It highlights the contrast...

By WSJ What’s News