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Andy Burnham’s first Labour conference as prime minister
UK Prime Minister Andy Burnham returns to the Labour conference to sell his vision, EU countries are considering a Nato-style joint response to Russia’s hybrid war, and foreign investors have been buying up Panama’s debt despite social unre
Bond rout pushes US mortgage rates past 7%
Xi Jinping said the US and China should avoid being drawn into a “conflict” in remarks at the White House, and Brussels has warned Britain needs to raise tariffs on Chinese cars if it wants to avoid barriers that would hit crucial exports.
US Treasury yields soar
US Treasury yields soared on Wednesday, Iran’s President Masoud Pezeshkian said Tehran was prepared to negotiate with the US, and the FT’s Sam Fleming explains why the UK budget is in a tight spot. Plus, billions of dollars of Rosneft’s for
Will Trump and Xi extend their trade truce?
Donald Trump and Xi Jinping will discuss a potential extension of their trade war truce this week, UK Prime Minister Andy Burnham met Trump for the first time, and the cost of hiring an oil supertanker has passed $1.2mn a day for the first
How a Russian forgery scheme evaded sanctions
Standard Chartered, Citigroup and other international banks have handled billions of dollars from a Kremlin-backed fintech company that tricked its way into the global financial system, and Polymarket is lobbying to win over European financ
Germany’s Merz vows to stay despite ‘disaster’
German chancellor Friedrich Merz faces a crisis of confidence as exit polls show his party missed the threshold for representation in Mecklenburg-Vorpommern. The right-wing Alternative for Germany won there instead. Plus, Volkswagen is gett
Reform UK mega-donors stir controversy
The Venezuelan government and the country’s opposition are close to reaching an agreement to transfer the central bank’s gold reserves, critics are scrutinising donations to UK Reform by crypto billionaires Ben Delo and Christopher Harborne
Fed interest rate rises are back
The Federal Reserve has raised rates for the first time since 2023, and the EU has asked China to restrict exports of hybrid cars as part of a deal to prevent a trade war. Plus, AI has revolutionized warfare. Mentioned in this podcast: Fede
US billionaires bankroll Republican election push
US and Chinese experts meet to discuss mitigating AI risks despite an ongoing tech rivalry, and US megadonors are largely backing Republicans in this midterm election season. Plus, Prime Minister Mark Carney strikes out on his pitch for a “
What an AI slowdown could mean for investors
Tech stocks fell yesterday as markets reacted to ongoing talk of an AI apocalypse, industrial America is contending with a fresh wave of supply chain inflation, and foreign investors are now buying more US stocks than government bonds. Plus
Fed and BoJ expect rate hikes as US bond market flails
US Treasury secretary Scott Bessent’s interventions in the American bond market haven’t worked so far, but could interest rate decisions from the Federal Reserve and Bank of Japan this week change things? Plus, Russia hit a Ukrainian train
Oil hits $108 ahead of Iran’s meeting with Gulf states
US long-term borrowing costs surged to their highest level in more than two decades, and Gulf foreign ministers plan to meet their Iranian counterpart to negotiate a deal temporarily managing shipping through the Strait of Hormuz. Plus, Bri
AI rewrites the venture capital playbook
US government bond yields jumped to their highest level in almost three years, and the Japanese yen has strengthened this week. Plus, the IMF ditched a top candidate for chief economist at the last minute, and AI is writing the playbook for
DeepSeek mania spawns shadow market
Anthropic declined to submit its latest model to Britain’s AI Security Institute for testing before release, Greece wants to become the next hedge fund hub, and crude prices jumped to nearly $100 a barrel after the US launched fresh strikes
Is the global maritime order breaking down?
Chinese tech giant Huawei faces a US racketeering trial. Bankers for Anthropic and OpenAI push for top-tier credit ratings. Plus, the EU signals greater openness to mega mergers. Mentioned in this podcast: Was Huawei’s rise built on crime?
A foldable iPhone: John Ternus’s first test as Apple CEO
Alternative for Germany (AfD) is projected to surge to first place in regional elections in Saxony-Anhalt, John Ternus faces his first test as Apple CEO, and the US and Ukraine held talks on how to end the conflict with Russia. Plus, defenc
Extended chat: Top US trade official defends Trump’s record
US trade representative Jamieson Greer is President Donald Trump’s top trade official. He has played a critical role in negotiations between Washington and its trading partners. This includes recent talks with Canada, whose retaliatory tari
Top US trade official reveals ‘problem’ in UK negotiations
The US trade representative says the UK is choosing the EU over America and Deutsche Bank organised almost $1bn of loans to a Hollywood studio landlord now in default. Plus, Nvidia has agreed to buy AI model platform Hugging Face for $13bn,
Uber teams up with driver unions to fight robotaxis
Auditors warned Guggenheim Partners about weak controls within its business, and Uber is teaming up with driver unions to try to slow the rollout of robotaxis. Plus, US oil major Chevron and Italy’s Eni are boosting investment in oil produc
Russia secretly helping Iran develop supersonic missiles
An FT investigation found Russia has been secretly helping Iran develop advanced supersonic cruise missiles, the US launched fresh strikes on Iran, and the global bond sell-off deepened on Tuesday. Plus, AI groups are racing to address the
How viable is Trump’s oil deal with Venezuela?
Wall Street banks are pushing large law firms to cut fees because of AI, and analysts say Donald Trump’s Venezuela oil agreement may not succeed in attracting investment from US companies. Plus, London’s Tube is set to finally roll out mobi
AI’s threat to consulting
Soaring demand for natural gas has pushed dealmaking to a decade high, the consulting industry is headed for an AI showdown with its own clients, and the Taliban wants to strike a minerals deal with the US. Plus, it’s Tim Cook’s last day as
EU policy could ice out closest trading partners
Saudi Arabia’s sovereign wealth fund has replaced the chief executive at one of the country’s flagship real estate mega-projects, and global issuance of zero-interest convertible bonds is on track for a record year. Plus, the EU’s closest e
What Meta’s $18bn settlement means for social media
Nvidia reported strong sales, Meta has agreed to pay up to $18bn to settle its blockbuster social media addiction legal battle, and bond investors think that France is Europe’s new problem child. Plus, more than $80bn has been wiped off the
The risks of investing $7tn in AI data centres
Traders and analysts are warning oil prices could soon hit $100 a barrel again, Germany is becoming a magnet for international defence groups, and Canada has announced retaliatory tariffs of up to 50 per cent on US imports. Plus, Wall Stree
US threatens Iran’s economic partners
Scott Bessent said the US would expand the scope of secondary sanctions on Iran, and JPMorgan Chase is relaxing its approach to lending money against shares in companies that have recently gone public. Plus, US private equity growth funds r
Warsh heads to Jackson Hole as economic worries mount
US Federal Reserve chair Kevin Warsh will seek to soothe investors’ nerves at this week’s Jackson Hole symposium, Andy Burnham is headed to Ukraine for his first overseas trip as Britain’s prime minister, and Saudi Arabia held talks with Lo
Why the energy crisis won’t save western oil refineries
Investors have warned that Treasury secretary Scott Bessent’s attempts to slash long-term US borrowing costs are doomed to fail, and European oil refinery capacity is set to shrink by a fifth over the next decade. Plus, Shanghai’s answer to
US Treasury tries to soothe the bond market
Shares in vaccine-maker Moderna lept after it reported successful trial results for an experimental cancer vaccine, and the US Treasury department will at least double the size of its buyback of long-term government debt. Plus, top US legal
Borrowing costs hit multi-decade highs
Iran has weighed attacking US military targets in Europe should Donald Trump escalate the war, according to people close to the regime. Long-term borrowing costs across major economies hit multi-decade highs, and Revolut has proposed increa
