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-
Fractured Fed
The Federal Reserve delivered another divisive cut as expected. Plus, a busy week ahead for other central banks -
FirstFT: Fed set to loosen bank rules to boost mortgage lending
Also in today’s newsletter: Big Oil executives under pressure to spell out growth plans and civil rights activist Jesse Jackson dies -
UK wage growth cools further as unemployment hits post-pandemic peak
Youth joblessness surges to highest in over a decade -
UK wage growth cools further as unemployment hits highest level since pandemic
Prospect of interest rate cut rises as Bank of England responds to slowing labour market -
UK wage growth cools further as unemployment rises
Jobless rate increases to 5.2% -
The housing market is not getting much better
And neither is inflation -
Canada pitches itself as Europe’s ‘supplier of choice’ in face of US rift
Also in this newsletter: EU cyber chief warns that criminals increasingly are copying state actors’ tactics -
FirstFT: UK shelves frictionless post-Brexit trade border project
Also in today’s newsletter: Poland’s war reparations campaign and UK defence spending -
US labour supply concerns gather force
Consensus is building that weak job growth reflects immigration crackdown rather than soft demand -
US markets and the economy are heading into uncharted territory
The Fed might cut rates despite a healthy economy and a weakening dollar -
Can Reeves solve the Bank of England’s inflation problem?
Rate-setters split on long-term impact of Budget measures aimed at cutting cost of living -
Everything you thought about the US labour market is wrong
The conventional view has struggled to contend with robust economic growth -
Africa needs its own credit rating agency
How and on what basis the continent’s governments can secure financing should not be based on external discretion -
Bashing Trump’s tariffs is slowly becoming a bipartisan sport
Even the feeble congressional Republicans are recognising how disliked the president’s import taxes are -
FirstFT: Russia’s Wagner pivots to European sabotage
Also in today’s newsletter: Japan reports weaker growth than expected and Canada to boost military spending -
Will Chinese ‘involution’ do to robots and AI what it’s already done to EVs?
The Economics Show 🤜🤛 FT Alphaville -
Trump eyes Venezuela visit – but obstacles to his oil plan remain
via bbc.comThe US president wants American energy firms to start extracting the crude but they are reluctant. -
Weak Japan GDP will not put BoJ off further tightening
Consumption undershoots previous quarter but central bank will focus on higher-frequency monthly data -
Warsh’s war on the Fed balance sheet
A dramatic reduction in reserves could be a cure worse than the disease -
FirstFT: EU banking M&A deals surge to post-2008 high
Also in today’s newsletter: Russia’s Wagner Group recruits saboteurs, and bloc’s caution around Hungary’s Orbán -
US carmakers spooked by Chinese rivals gaining foothold in America
Executives on edge about a possible policy shift in Washington ahead of Trump’s planned visit to China in April -
This time really could be different on jobs
Three catalysts are driving an intensifying divergence between a cooling US labour market and strong GDP growth -
How China could win the geopolitical game by default
Mercurial shifts in US foreign policy under Trump have left leaders of other countries baffled -
Trump’s Board of Peace gathers in Washington for first meeting
Plus, miners report earnings, inflation data and China sets interest rates -
Did the US economy show any cracks in the fourth quarter?
Market Questions is the FT’s guide to the week ahead -
Britain’s penchant for self-destruction
Political instability saps confidence, investment and policymakers’ bandwidth -
TSMC’s US investment plans at heart of $250bn puzzle for chip sector
Agreements reached between Taiwan and Trump administration imply big expansion for world’s biggest chipmaker -
Inflation eases in US as prices for used cars fall
via bbc.comPrices rose by 2.4% in the year to January, the latest official figures show, the slowest pace since May. -
Canada missing climate targets after ‘slackening’ under Carney
Nation ranks behind US as worst in G7 on emissions progress as the former green champion weakens green goals -
Canada missing climate targets after ‘slackening’ green policies
Nation ranks behind US as worst in G7 on emissions progress as Mark Carney weakens environmental goals
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