BUSINESS
Has gold peaked?
Plus inflation expectations
BUSINESS
The papal call for debt relief that might not be needed
Low- and middle-income countries are performing surprisingly well despite Trump’s tariff wars
BUSINESS
Martin Wolf: The challenge of using excess global savings
We now seem unable to turn the surplus in some countries into productive investment elsewhere
BUSINESS
Can Europe finally fix its capital markets?
Stung by its lack of competitiveness, the EU is making a new push to create a deep financial market. Some investors believe this time could be different
BUSINESS
Budget games, taxes and Treasuries
And greedflation revisited
BUSINESS
US tariff policy accelerates deeper structural changes
Unusual swings in markets and consensus economic narratives point to longer-term forces
BUSINESS
Britain’s trade deal with Trump may not be good news for the world
Starmer’s choice undermines multilateralism and poses risks to the UK
BUSINESS
The Fed digs in
And making sense of Trump’s economic vision
BUSINESS
Martin Wolf: The old global economic order is dead
China and others must think afresh as the US steps away from its role as balancer of last resort
BUSINESS
China’s diplomatic charm offensive
Leaders are touring the world both to push back against US influence and also to shore up its export markets as its trade surplus rises
BUSINESS
Greg Abel faces tricky task leading Berkshire Hathaway after Buffett
Handpicked successor inherits record cash pile — but will be scrutinised more than ‘Oracle of Omaha’
BUSINESS
Watch for the ripples in otherwise calm bond markets
Despite a broad rebound in US equities since tariffs rattled the world, long-term Treasury yields have not fully followed suit
BUSINESS
Why are stocks and bonds moving in the same direction?
Plus agriculture and diversification
BUSINESS
Martin Wolf: Why the US will lose against China
Trump’s unreliable America is throwing away the assets it needs
BUSINESS
‘Core’ GDP is the signal among all the noise
Against an uncertain policy outlook, we need to utilise durable economic statistics that tell the real story
BUSINESS
The spectre of dollar doomsday still looms
Whatever happens with Trump’s tariffs, investors need to prepare for a new market paradigm
BUSINESS
Apple aims to source all US iPhones from India in pivot away from China
Tech giant plans to shift assembly as soon as next year in response to Donald Trump’s trade war
BUSINESS
Seven truths about trade
Answering the questions Trump’s Tariff Men haven’t asked
BUSINESS
Corporate America puts Wall Street on alert over damage from trade war
Executives use earnings calls to lay out costs and supply chain impacts from Donald Trump’s tariffs
BUSINESS
How to think about returns in a bear market
Adjusting for four factors can lower your headline returns. Get used to feeling deflated
BUSINESS
Donald Trump needs Jay Powell
And he probably knows it
BUSINESS
When aliens call, look to the ‘little green swan’ trade
New markets could be opening up — even if they are 124 light years away
BUSINESS
Trump trade war could challenge US credibility, says Jamie Dimon
JPMorgan chief tells the FT that Washington and Beijing ‘should engage’ as tariffs escalate
BUSINESS
How Wall Street got Donald Trump wrong
Titans of finance and business are beginning to realise they misread the president’s second-term priorities
