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-
FirstFT: Trump’s petrol price problem
via Global EconomyAlso in today’s newsletter: Iran conflict warning and Glencore CEO pay -
Prevention is better than cure for the UK’s social ills
via UK economyA little-noticed Budget provision could be transformative -
German coalition disagreements hold up ECB jobs deal
via Global EconomyChancellor and his finance minister have yet to agree on a candidate for one of three central bank executive board vacancies -
China drops bid for future COP as climate science battle heats up
via Global EconomyEU presses Beijing to back the speedy publication of crucial reports from the Intergovernmental Panel on Climate Change -
US protectionism is a bust — Mississippi edition
via Global EconomyDemocrats are not about to convert to free trade, though they’ll try to claw back some tariff authority from Trump -
Bessent blames Lutnick’s commerce department for failure to blacklist Megaspeed
via Global EconomyThe salvo from US Treasury secretary threatens to further stoke tensions within Trump administration over Nvidia scandal -
Number of ‘maxed out’ Junior Isas tops 100,000 in a year
via UK economyMaximised accounts up 40% in a year as families step up tax-efficient gifting -
Ministry of Defence delays decision on £2bn UK military satellite contest
via UK economyMinisters weigh between awarding contract to US defence giant Lockheed or sticking with Europe’s Airbus as pressure mounts -
Jensen Huang’s years-long effort to get close to China
via Global EconomyFormer Nvidia chief executive facing intense scrutiny over ties to Beijing -
What happened in Black October?
What is Black October?October 2026 – “Black October” – saw a spate of serious computer hacking incidents and cybercrime across the globe – with the chaos continuing into November. Ironically, October was meant to be “cyber-security awareness month” – part of a global initiative, begun in the US, to educate individuals and organisations on cyber-hygiene and digital safety. It turned out the timing was all too horribly appropriate. Most worryingly, two critical vulnerabilities in P -
Microsoft races to restore services after global outage
via Global EconomyIssue affecting Outlook, Teams and other services not caused by ‘malicious or cyber activity’, company says -
US Treasuries set for worst week since Trump’s ‘liberation day’
via Global EconomyHigher than expected inflation and hawkish remarks by Fed officials have stung investors who bet a global bond rout was over -
FirstFT: Microsoft races to restore software services
via Global EconomyAlso in today’s newsletter: the downfall of Jensen Huang and how Israel lost the US -
AI stocks: winners and losers as US Congress reshuffles
The trouble with trying to invest in AI stocks (or avoid them) is that it is difficult to tell which firms are AI plays and which are not. At different points, big tech, software, semiconductors, emerging markets and energy firms have variously been declared AI winners and AI losers. Investors are left feeling like they are chasing a phantom.The first phase of the frenzy in AI stocks In 2023 and 2024, during the first phase of the AI stock frenzy unleashed by ChatGPT, markets operated with all t -
AVI Global Trust: finding value in uncertain times
The £1.2 billion AVI Global Trust (LSE: AGT) is part of the “Global” investment trust sector, but in practice sits in its own niche. It focuses on finding “companies whose share prices stand at a discount to estimated underlying net asset value” and runs a fairly concentrated portfolio. At the end of September, the top-ten holdings accounted for 50.6% of assets, with 45 holdings overall.MoneyWeek added AVI Global Trust to its investment trust portfolio in 2023. We liked AGT for its glob -
Key lessons from the MoneyWeek Wealth Summit 2026
If there was a single message that came out of The Age of Change, the MoneyWeek Wealth Summit on Friday 6 November, it was that investors need to pay much closer attention to how fast the world is evolving.
Historian Peter Frankopan made a very stark point in his wide-ranging analysis of today's geopolitics. Governance in the West has declined disastrously, epitomised by the degradation of institutions in the US that enabled a second term for Donald Trump. This has brought a misguided war in the -
Are Indian stocks a safe haven from AI?
Indian stocks recently enjoyed their best week in almost six years as Investors seeking a safe haven from AI are turning to India. The benchmark Nifty and Sensex indices both climbed more than 8.5% for their best weekly showing since February 2021, even as other Asian markets plunged amid a technology sell-off. Indian stocks have been lagging for the past two years as the attention of Asian investors turned to the “tech-saturated” markets of South Korea and Taiwan, says Manishi Raychaudhuri -
Hotel Saltus: A mountain escape in the Dolomites
Hotel Saltus is a minimalist, family-owned boutique hotel located in the mountains of the Dolomites in South Tyrol, an eight-minute drive from the Italian town of Bolzano, which you can fly into from London. There's no need to strain your neck on the short but winding drive from the airport – the moment you walk into the lobby you get a panoramic view of the dramatic landscape. Jagged, snow-capped peaks, rolling green hills, the sloping roofs of Alpine homes. It's impossible not to feel uplift -
Value Nvidia, not Huang
via UK economyPlus, sclerotic labour markets -
City of London’s new Lord Mayor to press pension funds on investment pledges
via UK economyBronek Masojada, the South African-born former chief executive of insurer Hiscox, is being sworn in on Friday -
FirstFT: How Nvidia’s Jensen Huang fell from grace
via Global EconomyAlso in today’s newsletter: Swiss crypto hub and Europe’s AI boom -
Surging British tech sector helps drive UK economy
via UK economyGrowing adoption of AI believed to be supporting growth, stoking optimism that there could be improvements ahead -
Average stocks and shares ISA by age
Investing is one of the best ways to build your long-term wealth, but every person approaches it differently.Although the approach you favour will largely depend on your own personal circumstances and goals, research shows that people of different ages tend to invest in different ways. For example, many people who are approaching retirement will start to move their investments into less risky assets to protect their pension wealth just as they are about to start drawing from it.Meanwhile, younge -
US lawmakers pile pressure on Lutnick as Nvidia scandal widens
via Global EconomyLegislators demand Trump’s commerce secretary explain why he allowed chip sales to company linked to alleged Chinese spy -
US lawmakers pile pressure on Howard Lutnick as Nvidia scandal widens
via Global EconomyLegislators demand Trump’s commerce secretary explain why he allowed chip sales to company linked to alleged Chinese spy -
US home sales fall to lowest level since 2010 as mortgage rates soar
via Global EconomyHigher borrowing costs deepen housing market slump as interest rates weigh on transactions -
We need to get older people back into work too
via UK economyThe Milburn review shows the government is taking the Neet crisis seriously. Underemployed over-fifties deserve the same attention -
Trump threatens to double tariffs on Mexico over illegal immigration
via Global EconomyUS president says levies will increase if trade partner does nothing to stop illegal crossings -
Faisal Islam: Why the UK economy is surprisingly resilient
via BBC News
The UK is seeing impressive growth, but will it last? -
Britain’s Brexit towns are being left behind again
via UK economyBurnham’s strategy will lead to growth in major cities and their regions — but not in every postcode
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