Is it glass half-full or half-empty for US banks?
US tariff exemptions on personal electronics may only be temporary, and big banks posted major earnings on Friday despite some economic headwinds. Plus, the European Union and the UK are getting close...
14 Apr 202511min
Swamp Notes: The Federal Reserve’s tariff dilemma
US President Donald Trump’s global trade war has made a mess for the Federal Reserve. Despite an encouraging US consumer price index report this week, there are major concerns about the inflationary n...
12 Apr 202517min
Uncertainty reigns in US markets
US inflation fell more than expected to 2.4 per cent in March, and France’s Renault is one of the few carmakers insulated from Donald Trump’s trade war. Plus, Indonesia is looking to run its colossa...
11 Apr 202511min
Trump’s tariff reversal
US stocks surged on Wednesday after Donald Trump paused ‘reciprocal’ tariffs for 90 days. Plus, the EU and China are working on a new trade relationship because of the levies. Meanwhile, Apple is look...
10 Apr 20259min
Markets might not have hit the bottom yet
Donald Trump is pushing ahead with another 50 per cent tariff on Chinese goods, and there are questions about what will happen to nearly $2tn worth of pledges to invest in the US because of the levies...
9 Apr 202510min
Companies look for US tariff workarounds
Equities markets continued to adapt to the tariffs unleashed by US President Donald Trump, oil prices hit a four-year low on Monday, and investors are expecting the European Central Bank to make two r...
8 Apr 202510min
How Italy could decide the EU’s response to tariffs
The UK plans to introduce a lighter regulatory regime for private equity and hedge funds, and Italy may block an EU plan to respond to US President Donald Trump’s tariffs. Plus, popular ‘private brows...
7 Apr 202510min
Swamp Notes: The costs of Trump’s tariffs
This week the US imposed new tariffs on most of the world. The FT’s US national editor Ed Luce joins us to analyze why they are baffling economists and worrying markets. Ed’s take? The US is taking it...
5 Apr 202513min
