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-
China’s mighty green tech sector still has stubborn weak points
via ft.comTrade tensions highlight reliance on imported components and minerals -
China blames US for trade imbalances as surplus hits record $1.2tn
via ft.comExports soar as world’s second-largest economy shakes off Donald Trump’s tariff threat -
NZ central bank chief rebuked over support for Fed’s Powell
via ft.comForeign minister warns newly appointed governor to ‘stay in her New Zealand lane’ -
Progress on (half of) inflation
via ft.comPlus fiscal dominance and the Fed -
FirstFT: Trump warns Iran to ‘show humanity’ or face ‘very strong action’
via ft.comAlso in today’s newsletter: US bill on military annexation and China’s $1.2tn trade surplus -
FirstFT: Chinese exports soar despite Trump’s trade war
via ft.comAlso in today’s newsletter: McKinsey pilots AI in recruitment and Saks Global files for bankruptcy protection -
China blames US for trade imbalances as surplus hits record $1.2tn in 2025
via ft.comExports soar as world’s second-largest economy shakes off Trump tariff threat -
Why the world has started stockpiling food again
via ft.comGovernments are hoarding rice and grain as insurance against a world they increasingly view as unstable. But many economists believe it could be counter-productive -
Cambodia looks to reduce China reliance amid US trade war
via ft.comDeputy PM says Trump’s ‘liberation day’ tariffs were a ‘wake-up call’ for country’s dependence on Beijing -
China’s trade surplus hits record $1.2tn in 2025
via ft.comExports soar as world’s second-largest economy shakes off Trump tariff threat -
China’s state iron ore buyer flexes muscles in talks with global miners
via ft.comAustralian producer Fortescue says China Mineral Resources Group is ‘key risk’ for market as Beijing seeks more leverage -
Amazon pushes suppliers for cuts ahead of Supreme Court tariff ruling
via ft.comTech giant moves to reverse concessions made to limit the shock of US President Donald Trump’s trade levies -
JPMorgan investors find out who their friends are
via ft.comMonetary policy isn’t the only thing at stake in Trump’s battle with the Fed -
Boeing secures more orders than Airbus for the first time this decade
via ft.comDemand from countries rushing to buy US aircraft to curry favour with Trump administration boosts aviation group -
Boeing beats Airbus order numbers for the first time this decade
via ft.comDemand from countries rushing to buy US aircraft to curry favour with Trump administration boosts aviation group -
December’s CPI inflation firms up January hold
via ft.comHeadline and core CPI were both flat on November’s figures -
US inflation stays at 2.7% in December
via ft.comFigures suggest price pressures are contained even as price growth remains above Fed’s target -
Carmakers find workaround for Nexperia chip shortage
via ft.comSeveral auto groups are buying wafers from chipmaker’s Dutch arm, and shipping them to its Chinese unit to avoid output stoppages -
Fortnum & Mason to rebuild European sales on hopes of new UK-EU trade deal
via ft.comBritish grocer seeks to grow exports of hampers, teas and jams that were hammered by Brexit -
The cost of taking orders from Trump
via ft.comThe administration’s war on the Federal Reserve illustrates the threat of fiscal dominance -
How to de-risk from America
via ft.comThere is no precedent of a dominant power abandoning its primacy, as Trump is doing -
FirstFT: Republican backlash against Powell investigation grows
via ft.comAlso in today’s newsletter: UBS’s Ermotti to step down and Trump threatens Iran-linked trade with tariffs -
Central bank chiefs ‘stand in full solidarity’ with Jay Powell
via ft.comGovernors from 11 institutions issue statement of support for embattled Fed chair -
FirstFT: UBS chief Sergio Ermotti plans to step down in April 2027
via ft.comAlso in today’s newsletter: US tariff on Iran’s partners and EU trade -
Trade between EU member states is slowing, data shows
via ft.comFindings reinforce warnings from policymakers such as Christine Lagarde that internal market has ‘stood still’ -
Lawfare comes for the dollar with attack on the Fed
via ft.comThe legal action against Jay Powell and the central bank is a serious threat to the position of the US currency -
Lawfare comes for the dollar
via ft.comThe attack on Jay Powell and the Federal Reserve is a serious threat to the position of the US currency -
How the west fell behind in the green tech race
via ft.comEuropean companies pioneered much of the technology used in renewables, but failed to capitalise. Have they left it too late to compete with China? -
Commission figures show trade between EU member states is slowing
via ft.comAnalysis reinforces warnings from policymakers such as Christine Lagarde that the internal market has ‘stood still’ -
UK retail spending rose at lowest pace for 7 months in December
via ft.comIndustry data points to disappointing Christmas for shops as consumers held back -
Trump announces 25% tariff on countries ‘doing business’ with Iran
via ft.comLevies to be applied immediately by US could affect nations such as China, Russia and India -
Former Fed chiefs attack justice department probe into Jay Powell
via ft.comJoint statement accuses Trump administration of behaving as if US is an emerging market ‘with weak institutions’ -
Donald Trump’s foolhardy assault on the Federal Reserve
via ft.comIndependence of US central bank is a vital anchor for the global financial system -
Former Fed chiefs attack DoJ probe into Jay Powell
via ft.comStatement accuses Trump administration of behaving like an emerging market -
Fed chair Powell hits out at 'unprecedented' probe by US justice department
via bbc.comJerome Powell said he believed the investigation was due to Donald Trump's anger over the Fed's refusal to cut interest rates. -
How Iran’s economic pain sparked explosion of unrest
via ft.comIranians have suffered years of inflation, devaluation and stuttering growth -
What will China do now?
via ft.comBeijing must decide if it will conduct business as usual in the wake of the US’s ousting of Maduro in Venezuela -
The next Fed chair is . . . Donald Trump
via ft.comA criminal investigation of Jay Powell is the latest in the reworking of the world’s most important financial institution -
Gold hits record high and dollar weakens on Fed independence worries
via ft.comWall Street futures also fall after US prosecutors launch criminal investigation into chair Jay Powell -
Trump faces extraordinary moment in spat with Fed chair
via bbc.comJerome Powell's public response to a DoJ investigation could be a seismic moment for Donald Trump's presidency. -
EU has tepid zeal for geoeconomic challenges to Trump
via ft.comBloc’s narrow endorsement of Mercosur trade deal shows its inability to rise above everyday protectionism -
UK set for a 'booming' mortgage market, say analysts
via bbc.comCompetition among lenders in the UK suggests that rates could be cut in the coming weeks. -
Criminalising the Fed
via ft.comPlus the employment/growth puzzle -
Trump’s new ‘great game’: Mining, mapping and mercantilism
via ft.comThe contest for resources between the US and China will continue after the president is gone and affect us all -
India needs to import more capital and export fewer workers
via ft.comDespite strong headline growth numbers, the country is slipping from the global spotlight -
Danish officials hope to calm the conversation over Greenland
via ft.comTalks over Arctic island’s future, Le Pen in court again, Wall Street bank results season kicks off and UK gets a GDP update -
Will US inflation figures derail the Fed’s rate cut plans?
via ft.comMarket Questions is the FT’s guide to the week ahead -
Eight tail risks for 2026
via ft.comWars, chatbots and bond vigilantism could rock markets this year -
Beware of overconfidence
via ft.comThere are limits to extrapolating from last year’s economic resilience -
Maersk explores more ethanol use to cut reliance on China for green fuel
via ft.comChief executive Vincent Clerc says other nations will object if they do not get decarbonisation ‘upside’
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