The Rachman Review: Iran’s nuclear talks could reshape the Middle East
Swamp Notes is taking this weekend off so instead we wanted to share the latest episode from our fellow FT podcast, The Rachman Review.Nuclear talks between the US and Iran began last weekend in Oman,...
18 Apr 202523min
Japan and the US talk tariffs
China’s imports of US liquefied natural gas have completely stopped for more than 10 weeks, and Japan’s chief trade negotiator leaves Washington without an immediate agreement after meeting Donald Tru...
18 Apr 202511min
Emerging markets’ surprising performance
Federal Reserve chair Jay Powell is warning that US tariffs are ‘likely’ to put at risk the central bank’s goals of keeping prices and unemployment in check, and chipmakers are reeling from a tough we...
17 Apr 202510min
India’s middle-class debt crisis
Nvidia says it expects to take a $5.5bn blow as the US clamps down on the Silicon Valley group’s ability to export artificial intelligence chips to China, and PwC is exiting 12 countries. Plus, the ju...
16 Apr 202511min
How Argentina pulled off its latest IMF deal
Brussels is exploring legal options that would allow European companies to break long-term Russian gas contracts, and Goldman Sachs had a mixed first quarter. Plus, China’s President Xi Jinping is tra...
15 Apr 202510min
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
