FirstFT: The White House’s war messaging
Also in today’s newsletter: the economic challenges facing ageing societies, and AI’s PR problem
International - Financial Times - Credit Squeeze
Von der Leyen and Birol discuss how to tackle spiralling energy prices
Also in this newsletter: EU consumer group praises bloc’s landmark digital rules
Lessons for central bankers from geopolitical shocks past
Higher inflation and lower investment are the norm, with the magnitude of the geopolitical shock crucial
The Iran war presents a ‘guns and butter’ nightmare for investors
Conflict will intensify the mounting global debt and inflation risks
Asia’s big economies brace for Iran war energy shock
Some of the world’s biggest fuel importers rush to secure oil and gas supplies as Middle East conflict chokes flow
US considers tying Nvidia and AMD AI chip exports to foreign investment pledges
Draft rule would require countries to invest in America in exchange for advanced semiconductors
US states sue Trump administration over new tariffs
Democratic attorneys-general say president exceeded authority after Supreme Court struck down original levies
Money Beyond Borders — the making and breaking of global currencies
The US dollar’s future is explored in Barry Eichengreen’s well-informed history on purchasing power in the monetary market
Middle East conflict strands ships with cargoes of fresh food and live animals
Shipping companies struggle to reroute vessels as disruption starts to cause congestion at ports outside the Gulf
Are investors getting the Iran conflict wrong? With Robin Brooks
The chances of an economic disaster are higher than they think.
Worries grow in Washington about lack of any post-war vision
Also in today’s newsletter, how Trump’s tariffs are unleashing a surge of cases in the US Court of International Trade
Mildly dovish February ECB minutes are now stale
Conflict in Iran raises risks of a stagflationary shock that governing council members could not have foreseen
The economic question we forget to ask about AI
Forget the singularity and robot takeovers; what matters is who captures the value added
FirstFT: Pentagon eyes Ukrainian interceptor drones to counter Iran
Also in today’s newsletter: China sets 2026 growth target and Bondi subpoenaed to appear before Congressional committee
Nvidia stops production of chips intended for China
US group moves production away from H200s to latest Vera Rubin products
Analysts’ views: rate markets are buying the weeks not months narrative on the Iran war
Despite the risks to inflation, forward rates remain optimistically priced
Iran attacks show the perils of following America’s economic lead
A growth plan of renewable energy and diversified trade is far better than guzzling fossil fuels and aligning with the US
Fertiliser disruption from Iran conflict prompts global food shortage warnings
Prices have jumped and exports been hit as war puts pressure on one of the world’s largest producers
How Sánchez became Trump’s nemesis in Europe
Spain’s premier tells US president what no other European leader dares to say but some say he has miscalculated
China cuts growth target to between 4.5 and 5%
Figure revealed at annual meeting of parliament as Beijing prepares to release new five-year plan
Global Economy
S'abonner à Flux International - Financial Times - Credit Squeeze