Swamp Notes: Listener mailbag, the election and 2025
Are the Democrats doomed? Which world leaders are happiest to see Trump back in the White House? And why are investors flooding into American stocks? The FT’s US managing editor Peter Spiegel and glob...
21 Dec 202414min
Why Microsoft needs nuclear energy
A number of cryptocurrency-focused hedge funds are outpacing their rivals, the Bank of England holds interest rates at 4.75 per cent, and Microsoft has partnered with a utility company to restart a co...
20 Dec 202410min
What 2024 taught central bankers
The Federal Reserve cuts interest rates by a quarter-point but signals a slower pace of easing, and we look back at what central banks learned in 2024. The US Supreme Court says it will hear TikTok’s ...
19 Dec 202410min
Javier Milei scores Argentina economy win
Argentina emerged from a severe recession in the third quarter, Microsoft buys twice as many of Nvidia’s chips as any of its largest rivals, KPMG narrows the gap with the other Big Four firms, and Hua...
18 Dec 20249min
AI investors look beyond chips
Japan’s SoftBank unveils $100bn US investment plans, fervour around Nvidia cools as investors look to AI’s next winners, and Europe launches its most ambitious space programme in a decade. Plus, in Sy...
17 Dec 202411min
Arm and Qualcomm head to court
Germany’s Olaf Scholz is expected to lose a confidence vote in parliament on Monday, and Arm and Qualcomm’s bitter legal feud over chip design licensing is heading to trial. The London Stock Exchange ...
16 Dec 202411min
Swamp Notes: Europe in the age of America First
Europe has been able to predictably lean on the US for decades. But Donald Trump used tariffs and other economic threats to test those assumptions in his first term, and he looks set to do so again. T...
14 Dec 202415min
The dangers of investor groupthink
HSBC is reviewing its retail banking operations outside the UK and Hong Kong, and the European Central Bank cut interest rates by a quarter-point to 3 per cent. The FT’s markets columnist Katie Martin...
13 Dec 202413min
