BUSINESS
A reliable safe haven trade is feeling the heat of Trump tariffs
10-year treasury yields jump most in almost three years
BUSINESS
Martin Wolf: Trump’s tariffs will damage the world
The trade deficits will remain roughly unchanged — the globe will just end up poorer
BUSINESS
Jamie Dimon delivers a masterclass in managing up
JPMorgan chief’s letter to shareholders is an exercise in blending in with the political wallpaper
BUSINESS
The weekend Trump’s tariff threats became real for global investors
If global long-only funds start to rotate out of risk the market turmoil could get worse
BUSINESS
How ‘weaponised trade’ could lead to ‘weaponised capital’
The bigger investment risk from tariffs may be from the resulting decline in global portable capital
BUSINESS
Sweeping tariffs threaten ‘Factory Asia’
Trump administration’s moves put ‘China plus one’ manufacturing strategy at risk
BUSINESS
Donald Trump’s beautiful trade war
Diplomatic cost of the US president’s tariffs will be enduring
BUSINESS
China senses an opportunity in Trump’s cultural revolution
Policymakers in Beijing believe they will benefit from the destruction of America’s global credibility
BUSINESS
What to expect on ‘liberation day’
And will wealthy consumers pull back?
BUSINESS
The Trump oil dilemma
Some advisers now view the price of the fossil fuel as a crucial anti-inflation tool
BUSINESS
The philosophy behind Trump’s Dark Enlightenment
An English magus of anti-democratic neoreaction has become a touchstone for the alt-right
BUSINESS
China is suffering its own ‘China shock’
Labour-intensive manufacturing is vanishing and millions of jobs could be lost, with repercussions for stability and growth
BUSINESS
Why ships are the new chips
The Trump administration wants to make America’s maritime capacity great again
BUSINESS
Dollar slump magnifies stock market pain for foreign investors
Simultaneous sell-off in US equities and currency ends ‘virtuous cycle’ for fund managers in Europe
BUSINESS
Federal Reserve cuts US growth forecast as Trump’s policies weigh on outlook
Central bank also lifts inflation projection as chair Jay Powell warns of tariff impact
BUSINESS
Federal Reserve faces new threat from soaring inflation expectations by US consumers
University of Michigan survey shows American households’ outlook for price growth is at its highest since the early 1990s
BUSINESS
Small-cap stocks are not signalling recession
It is important, at this odd moment, to focus on what we know and not extrapolate too aggressively
BUSINESS
Maybe it is a healthy correction
Every sell-off is a reversal in market leadership, to a greater or lesser degree, as investors sell growth and cyclicality and buy steadiness and defensiveness
BUSINESS
China’s obesity crisis is big business
Pharmaceutical groups are rushing to dominate market that will grow to 900mn people by 2030
BUSINESS
Certainty is now a scarcity in markets
Capricious policies from Washington have created a very unpredictable economic environment
BUSINESS
What corporate credit spreads are signalling on returns
High-yields might not be a giveaway any more but are fairly priced
BUSINESS
Tariff Tuesday: into the unknown
And strong earnings
BUSINESS
How big is the stock market’s America bubble?
US has grown to nearly two-thirds of global equity market value, but some analysts see danger in ‘huge bet on AI’
BUSINESS
The Bangladeshi politician who built a shadowy global property empire
FT investigation: Saifuzzaman Chowdhury and his family bought 482 properties overseas costing $295 million. The new government wants some of that money back
