06:00 BP’s race to cut costs
-The hedge fund Elliott is turning up the heat on BP with a demand for deep spending cuts
- Financial Times21/04 How tariffs are affecting luxury goods
- Financial Times19/04 The Rachman Review: Iran’s nuclear talks could reshape the Middle East
- Financial Times18/04 Japan and the US talk tariffs
-No deal was forthcoming between Washington and Tokyo but the talks may give clues for other countries
- Financial Times17/04 Emerging markets’ surprising performance
- Financial Times16/04 India’s middle-class debt crisis
-A rise in unsecured credit is hurting the country’s economic ambitions
- Financial Times15/04 How Argentina pulled off its latest IMF deal
-Fund to give unusually large upfront transfer to Argentina’s President Javier Milei
- Financial Times14/04 Is it glass half-full or half-empty for US banks?
-Lenders warn of ‘considerable turbulence’ in the economy, but see big earnings in first quarter
- Financial Times12/04 Swamp Notes: The Federal Reserve’s tariff dilemma
-How will the Federal Reserve handle the economic uncertainty brought about by Trump’s tariffs?
- Financial Times11/04 Uncertainty reigns in US markets
-Even an unexpectedly solid inflation report wasn’t enough to sustain a Wall Street recovery
- Financial Times10/04 Trump’s tariff reversal
-US stocks surged on Wednesday after Donald Trump paused ‘reciprocal’ tariffs for 90 days
- Financial Times09/04 Markets might not have hit the bottom yet
-President Donald Trump says the US will proceed with an additional 50% tariff on China
- Financial Times08/04 Companies look for US tariff workarounds
-Consultants are helping clients lower the customs value of imports to cut the cost of Donald Trump’s levies
- Financial Times07/04 How Italy could decide the EU’s response to tariffs
-The country will effectively have deciding vote on whether to hit back hard against US tariffs
- Financial Times05/04 Swamp Notes: The costs of Trump’s tariffs
-President Donald Trump’s levies are here. How will they reshape the world?
- Financial Times04/04 Trump’s tariffs rattle global markets
-Slide in US dollar suggests investors’ ‘vote of no confidence’ in Trump
- Financial Times03/04 Tesla soars on Musk’s potential departure
-Tesla’s share price jumped on report that Musk could leave US government role early
- Financial Times02/04 What Wall Street expects from Trump’s ‘liberation day’
-US President Donald Trump is expected to announce the substance of his trade policy
- Financial Times01/04 Elon Musk transforms Wisconsin court race
-State election has become most expensive judicial race in US history
- Financial Times31/03 CoreWeave tests investor appetite for AI
-The company closed flat after a volatile trading debut and concerns over its business model
- Financial Times29/03 Swamp Notes: How Medicaid cuts could shake up Maga
-Trump’s budget requires cuts, and they may fall on programmes his voters rely on
- Financial Times28/03 China gives IPOs the green light
-Change in stance by Beijing follows rebound in domestic stocks
- Financial Times26/03 Spring Statement highlights tough UK economy
-What will be in Rachel Reeves’ Spring Statement?
- Financial Times25/03 Are Musk’s ties jeopardising Starlink?
-The satellite internet service is expanding fast but some worry whether Elon Musk is a reliable partner
- Financial Times24/03 Foreign investors feel the pinch of US stock slump
-A sell-off in US equities and currency ends ‘virtuous cycle’ for fund managers in Europe
- Financial Times22/03 Swamp Notes: Why Democrats can’t get their act together
-President Trump is transforming the US at lightning speed. Democrats are struggling to keep up.
- Financial Times21/03 UK races to avoid Trump tariffs
-US wants Britain to drop its digital services tax, which affects big American companies
- Financial Times20/03 Does the Olympic business model still work?
-World’s biggest sporting event is facing an exodus of sponsors and a fast-changing media landscape
- Financial Times19/03 Boeing struggles in the final frontier
-A pair of astronauts stranded by a Boeing spacecraft have been rescued by SpaceX
- Financial Times18/03 Jack Ma’s AI comeback
-Alibaba is establishing a lead in a fiercely competitive sector
- Financial Times17/03 Saudi Arabia puts outside consultants on notice
-The country re-evalutes its contracts with foreign consultancies as it pursues ambitious agenda
- Financial Times15/03 Swamp Notes: Why Trump may want a weaker dollar
-The US currency is down. Does President Donald Trump and his team want it that way?
- Financial Times14/03 Modi’s tariff tap dance with Trump
-US president’s ultimatum has pushed New Delhi towards a broader realignment on trade
- Financial Times13/03 Lights out at Northvolt
-The collapse of the battery maker hurts Europe’s bid to rival China
- Financial Times12/03 Nissan pushes CEO out
-Carmaker’s deteriorating financial performance and failed merger talks with Honda led to resignation
- Financial Times11/03 Is this dotcom bust 2.0?
-Wall Street stocks tumble as investors fret over US economic slowdown
- Financial Times10/03 The Trump nominee uniting Democrats and Republicans
-Both the left and the right like Donald Trump’s antitrust nominee. Wall Street doesn’t
- Financial Times08/03 Swamp Notes: Trump’s transatlantic divorce
-Europe is learning to live without a US defence assurance. Could the split bring new life to the continent?
- Financial Times07/03 Tariff uncertainty continues market volatility
-Wall Street extends slide sparked by fears over Donald Trump’s on-off trade war
- Financial Times06/03 The Trump bump on Canadian politics
-Taunts by US president galvanise governing party ahead of Sunday’s vote
- Financial Times05/03 Taiwan looks to play nice with Trump
-Some hope Taiwan’s dominant chip sector could help keep Taipei in the US president’s good graces
- Financial Times04/03 US defence stocks get left behind
-European defence stocks surge as US groups struggle to keep up
- Financial Times03/03 Europe takes the lead on Ukraine peace deal
-Britain and France attempt to salvage peace hopes in Ukraine
- Financial Times01/03 Swamp Notes: Trump vs the press
-Donald Trump is taking harder line toward the media in his second term as US president
- Financial Times28/02 Trump greets Starmer at White House
-US President suggested that Britain could escape tariffs if agreement struck
- Financial Times27/02 The medical bills hurting China’s economy
-The high cost of health treatments discourage consumption in the world’s second-largest economy
- Financial Times26/02 Unilever’s CEO gets the boot
-Consumer goods group announces abrupt overhaul of top management in effort to revive its fortunes
- Financial Times25/02 Germany’s debt brake problem
-Incoming chancellor Friedrich Merz says he will try to adopt a constitutional change in the next 30 days
- Financial Times24/02 German voters shift to the right in Sunday’s elections
-Centre-right leader Friedrich Merz set to become Germany’s next chancellor
- Financial Times22/02 Swamp Notes: Trump tries to bring watchdogs to heel
-President Donald Trump attempts to tighten his grip on independent regulators
- Financial Times21/02 Defending Europe without the US
-European capitals are attempting to fill the security gap
- Financial Times20/02 Manufacturing on the ballot in Germany
-Voters go to the polls as political parties seek remedies for the country's industrial heartland
- Financial Times18/02 China pumps the brakes on Tesla’s autonomous cars
-Tesla’s full self-driving technology faces delays by Chinese regulators in a battle over tariffs
- Financial Times17/02 Say hello to the Magnificent 47
-Europe’s 47 largest banks have returned over 100 per cent since the start of 2022
- Financial Times15/02 Trump ices Europe out of Ukraine peace plan
-Donald Trump says negotiations on ending the conflict will start ‘immediately’. Will Europe and Ukraine play along?
- Financial Times14/02 Has meme-stock kid Robinhood grown up?
-Blowout fourth-quarter earnings mark a coming of age for the engine of 2021’s meme stock mania
- Financial Times13/02 Trump excludes Europe from Ukraine peace talks
-EU officials have struggled to secure meetings with their US counterparts
- Financial Times12/02 Elon Musk gatecrashes OpenAI restructuring
-Musk’s nearly $100bn bid complicates already complex restructuring
- Financial Times11/02 Hizbollah’s murky path forward
-The weakened group is relying on a welfare system to strengthen its base
- Financial Times10/02 US dealmaking slides in 2025
-The overall number of US mergers and acquisitions collapsed nearly 30 per cent in January
- Financial Times08/02 Swamp Notes: How far can Doge go?
-Elon Musk’s efficiency agency is causing a stir as it takes on Washington spending
- Financial Times06/02 EU pushes ahead with sprawling AI regulation
-EU moves forward with enforcing AI Act despite Trump’s warnings
- Financial Times05/02 US companies endure tariff whiplash
-Businesses are trying to retool their supply chains to limit disruptions from US tariffs
- Financial Times03/02 The Trump trade war begins
-The new Trump administration places 25% tariffs on US neighbours; 10% on China
- Financial Times01/02 Swamp Notes: Trump redefines America’s global role
-International aid has underpinned US foreign policy for decades. That might be changing.
- Financial Times31/01 SoftBank wants a piece of the AI pie
-Japanese group considering $25bn investment into OpenAI
- Financial Times30/01 The Fed ignores Trump’s calls to cut rates
-US central bank held interest rates steady, despite pressure from the president
- Financial Times29/01 Inside the Trump tariff debate
-US Treasury secretary wants levies to rise month by month, starting at 2.5%
- Financial Times28/01 China’s DeepSeek AI triggers tech sell-off
-Advances made by AI start-up send stocks tumbling
- Financial Times25/01 Swamp Notes: Donald Trump’s ‘vendetta agenda’
-Trump promised ‘retribution’ during his election campaign. He seems determined to deliver.
- Financial Times24/01 Trump steers the world toward a tax war
-US president threatens to double tax rates for foreign nationals and companies
- Financial Times23/01 Trump halts $300bn in clean energy loans
-US president’s order to pause federal disbursements cuts critical funding for developers
- Financial Times22/01 Markets brace for Trump-era volatility
-US stocks ticked higher but currencies swung the day after Donald Trump’s inauguration
- Financial Times21/01 Apple is accused of profiting from 'blood minerals'
-The Democratic Republic of Congo says Apple is sourcing minerals from armed groups committing atrocities.
- Financial Times18/01 Swamp Notes: Corporate America goes Maga
-Lots of American CEOs are starting to speak Trump’s language. Is it just for show?
- Financial Times17/01 Can Hollywood bounce back?
-After strikes and the pandemic, studios hoped for a rebound in 2025. Then LA was set ablaze
- Financial Times16/01 Israel and Hamas agree ceasefire
-Deal would end devastating war that has shaken Middle East and the world
- Financial Times15/01 Why China wants Musk to save TikTok
-China discussing using Elon Musk as broker in TikTok deal
- Financial Times14/01 A power shift in Lebanon
-International Court of Justice head named Lebanon’s new prime minister, in blow for Hizbollah
- Financial Times13/01 Venezuela’s leader starts another disputed term
-Western nations punish President Nicolás Maduro over allegedly fraudulent election
- Financial Times11/01 Swamp Notes: Greenland, USA
-Donald Trump wants new territory. He’s threatening to invade American allies to get it.
- Financial Times10/01 Bond vigilantes target government spending
-Debt market flare-ups show growing pushback against governments’ loose fiscal policies
- Financial Times09/01 Crunch time for Citi
-Bank lags behind rivals on important measure of profitability, despite CEO Jane Fraser’s overhaul
- Financial Times08/01 Canadian politics post-Trudeau
-Canada’s Liberal party is on the hunt for a new leader following Justin Trudeau’s resignation
- Financial Times07/01 China’s central bank overhaul
-The People’s Bank of China plans to make a historic shift to a more orthodox monetary policy
- Financial Times06/01 What’s next for US Steel?
-The company faces a bleak outlook after President Biden blocks its $15bn sale to Nippon Steel
- Financial Times04/01 Swamp Notes: Where does Musk fit in Maga?
-Elon Musk has become a powerful force in Republican politics. Not everyone is on board.
- Financial Times03/01 Climate change is coming for your Bordeaux
-Extreme weather is forcing traditional winemaking regions to adapt
- Financial Times02/01 Activist investors give Japan a wake-up call
-A critical mass of shareholder activists are forcing companies to adjust
- Financial Times31/12 Biden’s departing gift to Ukraine
-Biden administration races to provide Kyiv with additional support before Donald Trump takes office
- Financial Times30/12 Should banks foot the bill for cyber scams?
-Governments, banks and tech companies disagree on who should cover losses from payment fraud
- Financial Times21/12 Swamp Notes: Listener mailbag, the election and 2025
-FT columnists answer your questions about the US election and a second Donald Trump term.
- Financial Times20/12 Why Microsoft needs nuclear energy
-Big Tech’s AI data centres need a huge amount of power
- Financial Times19/12 What 2024 taught central bankers
-Tough lessons learnt this year will define future strategy for central banks
- Financial Times18/12 Javier Milei scores Argentina economy win
-Argentina emerges from severe recession, marking a milestone for libertarian president Javier Milei
- Financial Times17/12 AI investors look beyond chips
-Investor attention is likely to spread next to companies using AI technology
- Financial Times16/12 Arm and Qualcomm head to court
-The legal fight has severely strained the companies’ relationship
- Financial Times14/12 Swamp Notes: Europe in the age of America First
-Donald Trump’s trade agenda may leave Europe in the dust. Is the EU ready?
- Financial Times13/12 The dangers of investor groupthink
-Investors are nearly unified over optimism for US equities
- Financial Times12/12 Microsoft bets on AI healthcare
-Microsoft’s artificial intelligence chief is building a team focused on consumer health
- Financial Times11/12 Can big oil escape the ‘valley of death’?
-Caught between pro-fossil fuel and green investors, oil majors scale back electricity plans
- Financial Times10/12 Vanguard doubles down on wealth management
-The asset manager is carving out its $900bn wealth and advice business into a separate unit
- Financial Times09/12 Syrian rebels topple Assad regime
-Overthrowing of regime marks culmination of lightning offensive by rebel groups
- Financial Times07/12 Swamp Notes: America’s first ‘Bitcoin president’
-Cryptocurrencies used to be ‘anti-establishment’. Donald Trump might change that.
- Financial Times06/12 The never-ending Trump effect on US stocks
-Investors pour $140bn into US stock funds after Donald Trump’s election victory
- Financial Times05/12 UK uncovers criminal crypto network
-Multibillion-dollar ring connected cash-rich criminals with sanctions evaders
- Financial Times04/12 French prime minister faces no-confidence vote
-French government likely to fall after just 3 months in office over budget debate
- Financial Times03/12 OpenAI explores advertising
-ChatGPT maker discusses putting adverts on its AI products
- Financial Times02/12 Where does the ceasefire leave Hizbollah?
-The militant group claims victory in its war with Israel, despite devastating losses
- Financial Times29/11 France’s bond market sell-off
-Political uncertainty in France sends shockwaves through the country’s sovereign bond market
- Financial Times28/11 Canal+’s blockbuster London listing
-Is this the beginning of London’s stock market revival?
- Financial Times27/11 Ceasefire deal reached in Israel-Lebanon war
-Deal raises hopes of a permanent end to the year-long hostilities
- Financial Times26/11 Kennedy injects uncertainty into big pharma
-Trump nominee's vaccine scepticism worries industry
- Financial Times25/11 Wall Street’s ‘sigh of relief’ over Trump’s Treasury pick
-Nomination of investor Scott Bessent follows tumultuous fight for the top economic job
- Financial Times23/11 Swamp Notes: Anthony Scaramucci unpacks Trump’s cabinet
-Donald Trump’s cabinet nominees have raised eyebrows in Congress. Will they raise objections?
- Financial Times22/11 US hits Gautam Adani with bribery charges
-Indian billionaire faces charges over years-long alleged bribery scheme
- Financial Times21/11 UK inflation creeps back
-October’s sharp acceleration cements expectation that Bank of England will delay rate cuts
- Financial Times20/11 Ukraine strikes Russia with US missiles
-Russian weapons arsenal hit after US lifts restrictions on Kyiv’s use of Atacms missiles
- Financial Times19/11 US business raises alarm over Trump’s deportation plan
-Donald Trump’s vow to round up undocumented workers risks labour shortages and higher prices
- Financial Times18/11 The US dollar surges
-Investors are betting that Donald Trump will drive up inflation, keeping bond yields higher
- Financial Times16/11 Swamp Notes: How can Democrats rebuild?
-The Democratic party thought it could win by opposing Donald Trump. It didn’t work.
- Financial Times15/11 Crypto’s Trump card
-President-elect Donald Trump’s pro-crypto rhetoric has sent bitcoin soaring
- Financial Times14/11 Trump’s cabinet takes shape
-Donald Trump makes his first appointments
- Financial Times13/11 Ukraine’s plan to win over Trump
-Ukraine seeks to earn US president-elect’s favour with natural resources and troop deployments
- Financial Times12/11 Elon Musk goes to Washington
-Billionaire chief of Tesla and X looks set to take up influential adviser role in White House
- Financial Times11/11 China’s $1.4tn fiscal package fails to excite
-Beijing unveils fiscal stimulus to help shore up its faltering economy
- Financial Times09/11 Swamp Notes: Trumponomics 2.0
-US voters didn’t like the Democrats’ economic vision. Will they be happy with Donald Trump’s?
- Financial Times