latest

01 May, 25 ➫ How Volodymyr Zelenskyy lured Donald Trump with Ukraine’s minerals

29 Apr, 25 ➫ The real lessons from the Plaza and Louvre accords

26 Apr, 25 ➫ How the Treasury market got hooked on hedge fund leverage (FT)

26 Apr, 25 ➫ Trump Retreats On Terminating Powell (Yardeni Research)

19 Apr, 25 ➫ The flaky case for buying the dip (Katie Martin)

18 Apr, 25 ➫ Tariffs ignore the reality of global tech supply chains (Gillian Tett, FT)

17 Apr, 25 ➫ The Chinese Dream is to Xi what Maga is to Trump (Stephen Roach, former chair of Morgan Stanley Asia)

17 Apr, 25 ➫ Is the world losing faith in the almighty US dollar (Robin Wigglesworth, Kate Duguid and Arjun Neil Alim, FT)

16 Apr, 25 ➫ Donald Trump’s gift to globalisation (Janan Ganesh, FT)

16 Apr, 25 ➫ Wall Street isn’t pricing in recession risk (Jennifer Hughes, FT Lex)

16 Apr, 25 ➫ The economic consequences of a mad king (Martin Wolf, FT)

16 Apr, 25 ➫ A matter of trust as markets ponder what's next (John Authers, Bloomberg)

15 Apr, 25 ➫ The Ceasefire holds (John Authers, Bloomberg)

14 Apr, 25 ➫ Why is the US complaining of being victimised for 70 years (John Authers, Bloomberg)

13 Apr, 25 ➫ How Nvidia became the driving force behind the AI revolution (FT Books)

13 Apr, 25 ➫ America the Unstable (Rana Foroohar, FT)

11 Apr, 25 ➫ Trump and the mob boss approach to global markets (Gideon Rachman, FT)

11 Apr, 25 ➫ Ukraine is winning the drone start-up war (John Thornhill, FT)

11 Apr, 25 ➫ It falls to Congress to unravel Trump’s reckless tariffs (Elizabeth Warren, US senator for Massachusetts)

11 Apr, 25 ➫ The hopeless search for Trump’s cunning plan (Janan Ganesh, FT)

11 Apr, 25 ➫ US Treasuries sell-off deepens as ‘safe haven’ status challenged

11 Apr, 25 ➫ Can the dollar remain king of currencies - (Barry Eichengreen)

08 Apr, 25 ➫ When to buy the dip (RA, FT)

08 Apr, 25 ➫ Manic Monday looks like the end of the beginning (JA, Bloomberg)

07 Apr, 25 ➫ There's no sign that markets have had enough yet (JA, Bloomberg)

02 Apr, 25 ➫ Guide to the Markets (JP Morgan)

01 Apr, 25 ➫ CoreWeave chief Michael Intrator tests market faith in AI hype

01 Apr, 25 ➫ America cannot afford to break global investor trust (Davide Serra, founder Algebris Investments)

01 Apr, 25 ➫ Yardeni Research - New S&P 500 Earnings & Price Targets Under Trump's Reign Of Tariffs

01 Apr, 25 ➫ The great European disentanglement from US stocks has only just started (Katie Martin, FT)

01 Apr, 25 ➫ The death of the Yale Model (Robin Wigglesworth, FT)

01 Apr, 25 ➫ Ten weeks that shook the world (Edward Luce, FT)

25 Mar, 25 ➫ The end of American exceptionalism goes way beyond Trump (Ruchir Sharma)

24 Mar, 25 ➫ ‘Stock vigilantes’ are more myth than reality (Katie Martin, FT)

23 Mar, 25 ➫ What we need to see to go all in on European stocks (Stuart Kirk)

22 Mar, 25 ➫ Passive investing wins again (Burton Malkiel, author of A Random Walk Down Wall Street)

22 Mar, 25 ➫ Do financiers believe in sustainability or not (Stuart Kirk)

21 Mar, 25 ➫ Soaring global debt interest costs outstrip defence spending

21 Mar, 25 ➫ Reopening Nord Stream 2 would be a catastrophic mistake (Constanze Stelzenmüller, Brookings Institution)

20 Mar, 25 ➫ Gilt investors brace for nearly £310bn in debt sales

20 Mar, 25 ➫ Why did business people back Trump (Simon Kuper, FT)

19 Mar, 25 ➫ Europe is only half-awake from its long sleep (Janan Ganesh, FT)

19 Mar, 25 ➫ US global leadership has never been plain sailing (Adam Tooze)

19 Mar, 25 ➫ How to respond to the realities of a more dangerous world (Martin Wolf, FT)

18 Mar, 25 ➫ Europe’s moment is more than reheated Gaullism (Sylvie Kauffmann, editorial director Le Monde)

15 Mar, 25 ➫ Investors get the jitters over Donald Trump’s approach to dollar

11 Mar, 25 ➫ What will Trump mean for personal wealth (Rana Foroohar, FT)

11 Mar, 25 ➫ What lies behind the dramatic shift in markets (Mohamed El-Erian)

11 Mar, 25 ➫ Elon Musk’s self-destruction (Edward Luce, FT)

11 Mar, 25 ➫ Action must replace anger as Germany grapples with US (Constanze Stelzenmüller, Brookings Institution)

10 Mar, 25 ➫ British politics has yet to catch up with Trump’s new order (Robert Shrimsley, FT)

10 Mar, 25 ➫ A WW2-style lend-lease programme could deliver Ukraine from the brink (KIm Darroch)

09 Mar, 25 ➫ Europe has no choice but to seize frozen Russian assets (Philip Gordon, Kamala Harris’s National Security Adviser)

08 Mar, 25 ➫ Investors are feeling nervous about the stock market. This time, they might be right (Barron's)

08 Mar, 25 ➫ U.S. stocks will suffer from Trump’s Economic ‘Paradigm Shift’ (Barron's)

08 Mar, 25 ➫ US global leadership has never been plain sailing (Adam Tooze)

25 Feb, 25 ➫ The Trump 50 per cent doctrine (Edward Luce)