BUSINESS
US markets and the economy are heading into uncharted territory
The Fed might cut rates despite a healthy economy and a weakening dollar
BUSINESS
Software isn’t dead, but its cozy business model might be
Companies must rethink their charging policy to reflect tasks completed rather than number of users
ARTIFICIAL-INTELLIGENCE
Why the AI attack on software has unnerved so many industries
The battle over the use of agents is starting to come into focus
BUSINESS
How AstraZeneca shot for the moon — and hit
Getting one’s laboratories to do the hard work is a durable recipe for success
BUSINESS
Ping! The WhatsApps that should have been an email
If your instant message requires immediate attention, fine. But many don’t — They’re just inconsiderate
BUSINESS
The market meltdown in data companies is profoundly wrong
The fear that AI will disintermediate B2B information providers misunderstands what makes them valuable
BUSINESS
Big Tech’s ‘breathtaking’ $660bn spending spree reignites AI bubble fears
Big Tech stocks sold off heavily after unveiling plans to spend $660bn this year on AI, as investors fret that the “breathtaking” capital expenditures are outpacing the earnings potential of the new technology
BUSINESS
It’s not just a tech sell-off
And more on the sentiment puzzle
BUSINESS
Where is AI showing up in the productivity data?
Signs of its effects are already starting to peek through
TECHNOLOGY
Scheming, joking, complaining: Moltbook’s AI agents are just like us
Like humans, rules will need to be set and comings and goings tracked, highlighting how managers will always be needed
CRYPTOCURRENCY
The stablecoin war: Wall Street vs crypto over the future of money
Banks say rules governing the digital currency are a risk to financial stability. Are they just trying to stamp out competition?
BUSINESS
Emerging markets make roaring start to 2026 as dollar slides
Stocks, bonds and currencies have all soared as dollar weakness puts focus on fundamentals
BUSINESS
How shopping chatbots might transform retail
Industry giants Walmart and Amazon are taking different approaches to a technology that could further automate shopping
BUSINESS
Investors bet on ‘hot’ US economy heading into mid-term elections
Stocks rise with inflation expectations as fund managers anticipate more stimulus despite strong growth
BUSINESS
Trying to change our minds about gold
It’s not easy to rationalise the rally
BUSINESS
Lessons for business in Trumpian uncertainty
Ignoring the upside can be as dangerous as discounting the downside
MARKETS
Emerging markets are a better gauge of investors’ mood than gold
US moves on Greenland may have boosted traditional havens such as precious metals but the developing world is on a roll
WORLD
The great Greenland climbdown
After a rambling speech, Trump announced he would not be imposing tariffs on his allies
BUSINESS
Tariffs and the US Supreme Court: Watch what happens next
Plus the sustainability of the small-cap rally
BUSINESS
Trump’s Arctic ambitions torch the most important US asset
The market reaction to the threat of tariffs on supposed allies over Greenland has been extremely telling
BUSINESS
The dangerous triumph of neo-mercantilism
Liberal trade policies are giving way to frictions that could lead to outright conflict
BUSINESS
Fiscal threats lurk in the undergrowth for Japan
The country is the darling of investors, but that could change
BUSINESS
Why the world has started stockpiling food again
Governments are hoarding rice and grain as insurance against a world they increasingly view as unstable. But many economists believe it could be counter-productive
BUSINESS
Do markets care about Fed independence?
They will eventually
