Bonds are back, baby!
A huge US-based oilfield services company is expanding its Russian business, investors are piling into US treasuries, and US retail sales saw their biggest jump in a year and a half in July. Plus, a d...
16 Aug 202411min
US inflation hits lowest rate in 3 years
Peace talks aimed at ending the war in Gaza start up again today, US inflation fell to 2.9 per cent in July, and Ukrainian forces are looking to hold on to newly-seized Russian territory. Plus, German...
15 Aug 202410min
Are companies bailing on fossil fuels or doubling down?
US stocks and Treasuries rallied as traders assessed lower than expected wholesale inflation data, and investors hope that abundant electricity in northern Sweden can power a new wave of industrialisa...
14 Aug 202411min
Delays hit Biden’s signature manufacturing laws
Russia has trained its navy to hit European targets with nuclear-capable missiles, and 40 per cent of the biggest US manufacturing investments announced in the first year of Joe Biden’s flagship indus...
13 Aug 202410min
Western companies hit by Muslim country boycotts
More Americans trust Kamala Harris to handle the US economy than Donald Trump, European traders this summer are using only a fraction of Ukraine’s vast natural gas storage, and boycotts of western foo...
12 Aug 202411min
Swamp Notes: Another brick in the (blue) Walz
Kamala Harris has supercharged Democratic party voters’ enthusiasm in the weeks since President Joe Biden stepped down as the nominee. Can Tim Walz, a little-known Midwestern governor with an everyman...
10 Aug 202415min
US consumers start pinching pennies
The stock market sell-off earlier this week may have been a bit of an overreaction, and overall consumer spending has been struggling recently. Plus, the FT’s Christopher Miller explains what Ukraine’...
9 Aug 202411min
Google and Meta’s secret deal
Google and Meta struck a secret ads deal to target teenagers, and the FT reports that the UK’s biggest private pension fund dumped £80mn of Israeli assets. Plus, the FT’s Benjamin Parkin updates us on...
8 Aug 202410min
