BUSINESS
Market squalls threaten to throw container shipping off course
How does an industry that built and benefited from globalisation survive when its main cheerleader turns on it
BUSINESS
In defence of the second-mover advantage
In AI, the message ‘act now or miss out’ has more in common with high-pressure sales than business strategy
BUSINESS
The US can beat China on critical minerals but not by copying it
America must rebuild the infrastructure that underpins markets and thus supply chains
BUSINESS
Ruchir Sharma: The world is changing, the US market is not
Until one of these three scenarios plays out, the US markets are likely to continue shrugging off the gloomcycle
TECHNOLOGY
We are the new gremlins in the AI machine
How users treat a product in the real world can diverge wildly from what the designers intended
BUSINESS
A resilient economy makes a resilient market
Shocks? What shocks?
BUSINESS
How oil traders called the Middle East conflict
Open source intelligence and social media posts gave market participants confidence to sell despite turmoil
BUSINESS
Martin Wolf: Why global imbalances do matter
If the US wants to accelerate a worldwide discussion with a policy intervention, the obvious one would be a tax on capital inflows
BUSINESS
The US, Iran and markets
What matters now is Tehran’s response
WORLD
Where is Iran’s uranium? Fate of strike hangs on 400kg stockpile
US and Israeli attacks hit key nuclear sites but questions remain over stash of enriched material
BUSINESS
Who are the companies hoarding bitcoin?
Corporate treasuries now hold more than 3% of the world’s biggest cryptocurrency, a stash worth $87bn
BUSINESS
Should we worry about Trump undermining the dollar?
History warns that the greenback may one day be superseded as the global trade currency
BUSINESS
Why Big Tech cannot agree on artificial general intelligence
It has been tipped as the next big breakthrough out of Silicon Valley, but is it a scientific goal — or a marketing buzzword?
BUSINESS
Critical minerals constraints are a wake-up call on energy security
Markets alone will not ensure secure a reliable supply of key materials needed for high-tech industries, says IEA chief Fatih Birol
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
