SECTOR
How to break China’s stranglehold on critical minerals
One potential fix is using AI to cut extraction costs
BUSINESS
Ruchir Sharma: The world’s strongest currency is also super-competitive
Switzerland’s success shows that a nation can revalue its way to prosperity
BUSINESS
Can we ‘nudge’ our way to higher growth?
It’s time to ask whether behavioural science can tackle big problems
BUSINESS
Court tariffs bombshell should inspire trading partners to defy Trump
BUSINESS
The lessons from China’s dominance in manufacturing
Beijing’s aggressive investments in domestic production have strained trade relations with western partners. But can the world learn from it?
BUSINESS
When bitcoin is the business model, investors should beware
Most shareholders of listed companies still prefer real assets with predictable cash returns
BUSINESS
Stablecoins are bank deposits
And stablecoin issuers are banks
BUSINESS
Now is the time to reopen the Eurozone bond debate
The EU now has a unique chance to capitalise on investor doubts about the US and promote the euro as a reserve currency
BUSINESS
There’s no back-to-normal for CEO pandemic perks
Many of the perks the C-suite got their companies to bestow on them during Covid seem to be here to stay
BUSINESS
Will the Jony Ive-Sam Altman show challenge Apple?
OpenAI CEO has forecast an end to the era of smartphone dominance
BUSINESS
Investors ask ‘what next’ as the American fever breaks
Inflated stock prices may have been mistaken for growth-driven superiority
BUSINESS
Investors flock to equity funds that exclude US after Donald Trump’s return to power
World ex-US funds have long been out of favour but have attracted $2.1bn in assets over past three months
BUSINESS
Deepfake equity analysts hint at the future of finance
More financial groups will inevitably follow UBS in wearing their AI on the outside
BUSINESS
The markets are declaring tariff victory too soon
A potential supply and demand shock means the US economy may be in for years of volatility
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
