BUSINESS
A turning point for the dollar is coming
The short- and long-term prospects of the currency are at odds
BUSINESS
Why America’s economy is soaring ahead of its rivals
The country’s outperformance is rooted in long-term productivity growth that is the envy of the developed world. Could Trump’s policies endanger its lead?
BUSINESS
The mother of all bubbles
The US has never been so overhyped, relative to the rest of the world
BUSINESS
Nvidia and the AI boom face a scaling problem
The idea that putting more data into a bigger model will deliver smarter systems is starting to break down
BUSINESS
Five things the market got wrong about China’s stimulus package
The approach is more like a marathon than a sprint, focused on making the country’s economic framework more durable and resilient
BUSINESS
How to deal with Donald Trump’s tariff threats
Canada, Mexico and China have options to avoid a trade war
BUSINESS
How Shanghai’s ambition to be the ‘future of finance’ fell apart
BUSINESS
The return of the techno-libertarians
Silicon Valley billionaires are selling a dream of unfettered markets — but reality is not so certain
BUSINESS
The risks of being too gloomy on Trump tariff plans
Overly pessimistic warnings of economic shocks could weaken crucial support for globalisation
BUSINESS
Nvidia’s dizzying growth is now everyone’s business
Chip giant’s earnings are a big event for US equity investors, and not just because of its $3.6tn heft
BUSINESS
EU to demand technology transfers from Chinese companies
New requirements will apply to batteries but could be expanded to other green sectors
BUSINESS
The rehabilitation of KPMG
The years of audit failings and regulatory fines at its UK business are over, but some worry the firm is still losing ground to rivals
BUSINESS
What to expect from the markets under Trump
We’ll get a short-term high — but many investors are worrying about what comes next
BUSINESS
Bitcoin’s big bang moment is impossible to ignore
The post-election excitement around crypto comes down to vibes and vision
BUSINESS
How markets might be wrong about Donald Trump
The first Trump administration caused little reshoring and a lot of rerouting of trade, but it may design smarter tariffs this time
BUSINESS
Who’s Who in the Musk ‘A-team’ vying to shape Trump 2.0
Billionaire likely to push for government roles for acolytes and allies to cut regulation and protect his businesses
BUSINESS
Trump should heed Adam Smith’s lesson on markets
The President-elect would do well to remember the role of ‘moral sentiments’
BUSINESS
The Fed talks about not talking about Trump
Jay Powell sets some limits
US-PRESIDENTIAL-ELECTIONS
Donald Trump’s victory sets up traps for central banks
The incoming president is likely to attack the Fed if it seeks to counteract his policies or if inflation takes off again
WORLD
‘They don’t understand my life’: what the Democrats misread about America
Donald Trump’s win shows party’s agenda failed to connect with voters, say critics
BUSINESS
America wants Trump — no ifs or buts
His probable re-election is an existential disaster for Democrats and a historic game-changer for allies of the US
BUSINESS
Investors should ignore the election noise
Longer-term equity, asset class and sector returns are not generally reflective of a presidency
BUSINESS
Benjamin Button’s clues for the US economy
Conditions are reverting to a time of solid, sustainable growth
BUSINESS
Google and peers weigh an AI prisoner’s dilemma
Heavy investment is generating real revenue, but as returns rise, so does rivalry
