BUSINESS
War and the Fed
The futures market has only barely changed its implied outlook for the Fed’s policy rate
BUSINESS
How long can it last? Israel and Iran’s endurance battle
Aerial ‘war of the cities’ pits IDF jets against Tehran’s missile reserves
BUSINESS
BlackRock and alternative investments
The main thing retail investors need, if they are to benefit from alternatives, is much lower fees
BUSINESS
Central banks are beginning to fret about dollar swap lines
Officials outside the US worry about what will happen when Jay Powell leaves the Fed
BUSINESS
Dollar weakness is turning all fund managers into currency traders
Hedging against falls in the dollar has not been a prime concern but Trump 2.0 is changing the mood
BUSINESS
Bitcoin-buying companies
And US versus Chinese solar producers
BUSINESS
Can Japan hold on to its ‘indispensable’ companies?
Foreign rivals and private equity covet the mid-caps with large shares of key markets
BUSINESS
The case for a Fed rate cut
If persistent inflation or unanchored expectations are not in the offing, that gives the Fed more room to cut at the first whiff of trouble in the job market
BUSINESS
Panama port owner’s deal fuels fears of dominance by world’s top shipping group
CK Hutchison’s $23bn sale has raised worries of MSC’s increased control of global port infrastructure
BUSINESS
We have ‘surrendered more to the machines’, says quant fund titan Cliff Asness
After years of scepticism, co-founder of AQR has embraced AI when determining investment strategies
BUSINESS
Martin Wolf: Interest rates are normal, the world is not
Given all this fragility, recessionary or inflationary shocks — or even both together — are conceivable
BUSINESS
Big Four firms race to develop audits for AI products
Accounting groups hope to emulate previous profit gains from audits of companies’ ESG metrics
SECTOR
How to break China’s stranglehold on critical minerals
One potential fix is using AI to cut extraction costs
BUSINESS
Ruchir Sharma: The world’s strongest currency is also super-competitive
Switzerland’s success shows that a nation can revalue its way to prosperity
BUSINESS
Can we ‘nudge’ our way to higher growth?
It’s time to ask whether behavioural science can tackle big problems
BUSINESS
Court tariffs bombshell should inspire trading partners to defy Trump
BUSINESS
The lessons from China’s dominance in manufacturing
Beijing’s aggressive investments in domestic production have strained trade relations with western partners. But can the world learn from it?
BUSINESS
When bitcoin is the business model, investors should beware
Most shareholders of listed companies still prefer real assets with predictable cash returns
BUSINESS
Stablecoins are bank deposits
And stablecoin issuers are banks
BUSINESS
Now is the time to reopen the Eurozone bond debate
The EU now has a unique chance to capitalise on investor doubts about the US and promote the euro as a reserve currency
BUSINESS
There’s no back-to-normal for CEO pandemic perks
Many of the perks the C-suite got their companies to bestow on them during Covid seem to be here to stay
BUSINESS
Will the Jony Ive-Sam Altman show challenge Apple?
OpenAI CEO has forecast an end to the era of smartphone dominance
BUSINESS
Investors ask ‘what next’ as the American fever breaks
Inflated stock prices may have been mistaken for growth-driven superiority
BUSINESS
Investors flock to equity funds that exclude US after Donald Trump’s return to power
World ex-US funds have long been out of favour but have attracted $2.1bn in assets over past three months
