Economy news

• S&P 500 tumbles 4% as rout intensifies

  04-04-2025 15:31 via ft.com
  
  Stocks, bond yields and oil fall steeply as investors brace for full-blown trade war
  
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• Which investment trusts have delivered riches this year?

  06-07-2026 14:06 via moneyweek.com
  
  Investment trusts are often a sound investment but picking one that stands out from the crowd can really boost your returns.So if you’re trying to decide where to invest for the second half of the year it could pay to see which trusts and sectors have outperformed the rest over the last six months.The top funds and stocks for DIY investors have reflected a slant towards technology so far this year. Investors who followed that trend were rewarded, as technology-focused investment trusts del
  
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• Trump’s drug price crusade puts Europe on guard

  06-07-2026 13:31 via ft.com
  UK has given in to pharma industry lobbying but some EU member states promise to stand firm
  
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• FirstFT: US voters say Trump’s Iran war not worth the cost — FT poll

  06-07-2026 12:27 via ft.com
  Also in today’s newsletter: China launches a ballistic missile into the Pacific Ocean and England defeat World Cup co-hosts Mexico
  
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• Constellation Energy: a smart play on the AI energy race

  06-07-2026 10:00 via moneyweek.com
  
  Baltimore-based Constellation Energy, a $90 billion company,generates electricity on a vast scale. And AI's voracious appetite means that electricity is now becoming a very valuable commodity, and the companies that can generate it reliably, cleanly and at scale will see a lot more attention than they're currently getting.Investors have re-priced entire industries, assuming AI will transform the global economy. Electricity gets less attention, yet the chips, AI models and data centres are all us
  
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• Dr Douglas Williams: new drugs and AI will fuel the biotech boom

  06-07-2026 09:30 via moneyweek.com
  
  Dr Douglas Williams is a veteran senior executive and board member for several biotech companies. During his time at Biogen, ZymoGenetics, Amgen Immunex and Seattle Genetics, he was involved in the development of several multibillion-dollar treatments, including Enbrel, Tecfidera and Spinraza.Matthew Partridge: The time and cost of clinical trials has been seen as one of the big stumbling blocks to the emergence of new drugs. Do you see any developments that could help speed up the process?Dougl
  
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• Three compelling UK small and mid-cap stocks for your portfolio

  06-07-2026 08:00 via moneyweek.com
  
  UK small and mid-cap stocks have been in the shadow of their larger peers, but are beginning to reassert themselves. Since the start of April, the FTSE 250 has outperformed the FTSE 100 by around 6% – a notable development given ongoing macroeconomic and political uncertainty. Investors are increasingly recognising the opportunity, particularly as valuations for UK small and mid-cap stocks remain well below historical levels. At the end of the first quarter, the FTSE 250 was around 21% bel
  
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• FirstFT: Big investors commit billions to private credit despite turmoil

  06-07-2026 06:30 via ft.com
  Also in today’s newsletter: The use of AI in financial services and Turkey’s crackdown
  
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• Toronto nude spot emerges as unlikely flashpoint over Canada investment

  06-07-2026 06:00 via ft.com
  Airport expansion key to $1tn foreign investment plan threatens the birthplace of Canada’s gay pride movement 
  
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• How modern drone warfare is forcing arms producers to rethink

  06-07-2026 06:00 via ft.com
  UK start-up Isembard is linking hundreds of small machine shops into a decentralised military manufacturing network
  
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• Cost, speed and scale: How drone warfare is rewiring west’s arms production

  06-07-2026 06:00 via ft.com
  UK start-up Isembard is linking hundreds of small machine shops into a decentralised military manufacturing network
  
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• Cost, speed and scale: How drone warfare is forcing arms producers to rethink

  06-07-2026 06:00 via ft.com
  UK start-up Isembard is linking hundreds of small machine shops into a decentralised military manufacturing network
  
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• Nato leaders gather for crucial meeting in Ankara

  05-07-2026 19:15 via ft.com
  Plus, nominations open in UK’s leadership contest, Iran buries former leader, Shell gives a trading update
  
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• Data centres are a crucial test of US industrial resolve

  05-07-2026 17:00 via ft.com
  America must not repeat the mistakes that handed China rare-earth dominance
  
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• What will FOMC minutes reveal about Warsh’s debut at the Fed?

  05-07-2026 13:00 via ft.com
  Markets Questions is the FT’s guide to the week ahead
  
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• Rich nations must unleash land, labour, energy and capital

  05-07-2026 13:00 via ft.com
  As policymakers shift towards industrial interventionism, they risk neglecting the simplest drivers of growth
  
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• How asset finance can help your company grow

  05-07-2026 11:00 via moneyweek.com
  
  Asset finance is seeing a huge surge in demand, according to new data from the Finance & Leasing Association, while bank lending to small and medium-sized enterprises (SMEs) remains more or less flatAsset finance advances to SMEs grew 8% year-on-year in April, the FLA's figures reveal, with lending across the first four months of the year up 6% compared with the same period of 2025. Firms across the UK took on almost £11 billion worth of asset finance between January and April.The figu
  
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• Andy Burnham should devolve power to the market

  05-07-2026 10:00 via moneyweek.com
  
  In a major speech on Monday, Andy Burnham, our prime-minister-in-waiting, at last deigned to give us some clues about his plans for the country, including a massive transfer of power to the cities and regions. Apparently, the key to unlocking growth is to devolve power to city mayors and local councils and a proposed “No. 10 in the North”. Burnham promises a programme of council-house building, to bring the utilities under tighter public control and to restore the high street to its
  
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• Healthcare can only gain from AI – where to invest

  05-07-2026 09:00 via moneyweek.com
  
  Healthcare is particularly well placed to benefit from artificial intelligence (AI), which isrevolutionising data-heavy industries. If there's one thing AI can do better than anything else, it is to sort, analyse and draw patterns from data. And if there is one sector with more data than anywhere else, it's healthcare.AI tools and increased computing power give us the ability to interpret CT scans in milliseconds; comb through drug-trial data in minutes rather than months; and discover new treat
  
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• How to invest in the AI energy boom

  04-07-2026 10:00 via moneyweek.com
  
  Some analysts have proclaimed that AI is more important and will be more transformative for human development than the creation of the railways. With the world's largest technology companies now spending more than $1 trillion a year expanding their presence in the market, there's no doubt this theme will dominate for the foreseeable future. However, as investors focus on the so-called hyperscalers – Alphabet, Microsoft and Amazon – which are building their AI infrastructure at an ala
  
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• Why Britain needs air conditioning now

  04-07-2026 09:00 via moneyweek.com
  
  Why is air conditioning becoming a necessity?Until recently, the UK scarcely needed to consider air conditioning; now it is a pressing economic and political issue. A sweaty, sleep-deprived country is wondering what has happened to the traditionally underwhelming British summer – the “three fine days and a thunderstorm” of blessed memory. For centuries, summer's lease hath, famously, had “all too short a date”. This year, though, it's an all too long one – kic
  
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• Sitdown in Sintra

  03-07-2026 18:27 via ft.com
  Chair Kevin Warsh gave little away on the direction of Fed rates at the ECB’s annual gathering of central bankers
  
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• Emerging market funds are over-focused on East Asia – here's how to rebalance your portfolio

  03-07-2026 17:38 via moneyweek.com
  
  What exactly is an emerging market? You can debate all sorts of measures of economic development and levels of income as the cut-off point, but as far as the financial world is concerned, what matters most is whether the stock market is part of the MSCI Emerging Markets (EM) index or not.The AI boom is starting to stretch this line of reasoning, as we have noted a few times in recent weeks. The performance of a handful of stocks that are integral to the semiconductor sector means the index is in
  
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• Forecasting recessions? GLWT

  03-07-2026 17:05 via ft.com
  Alphaville 🤜 🤛 The Economics Show
  
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• Brent could fall to $60 a barrel by Christmas, forecasts Citi

  03-07-2026 16:04 via ft.com
  Bearish forecast comes as Wall Street analysts predict oil market will return to surplus
  
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• The Magnificent 7 stocks are starting to look mediocre

  03-07-2026 16:00 via moneyweek.com
  
  The Magnificent 7 stocks (Mag 7) are starting to look mediocre. The group, which is made up of Nvidia, Alphabet, Apple, Microsoft, Amazon, Tesla and Meta, has been in the vanguard of the AI boom. Between the beginning of 2023 and the start of this year, the seven US technology mega-caps added $15 trillion in value between them and grew to account for a third of the entire S&P 500 by market capitalisation, say Emily Herbert and Tim Bradshaw in the Financial Times. Yet over the past month, the
  
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• The investment opportunities at the heart of the energy transition

  03-07-2026 15:45 via moneyweek.com
  
  The energy transition – a global process of shifting from fossil fuel-based power production to renewable energy – is coming along apace, and the commodities underpinning it offer enticing opportunities for investors. Even in the US under president Donald Trump and his ‘drill baby drill’ agenda, renewables usage is on the rise. Renewable energy generation in the US increased 10% in the first four months of 2026 compared to the same period a year before, according to data
  
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• Who is Andy Burnham, the ‘Manchester messiah’?

  03-07-2026 15:00 via moneyweek.com
  
  Andy Burnham's arrival at London Euston, on the authentically late-running 10:43am Avanti West Coast service, reminded some of Barack Obama's “Hope express” from Chicago to Washington in 2008 and others of the secret “sealed train” carrying Vladimir Lenin to St Petersburg in 1918.As “Comrade Burnham” hurtled south, tracked by helicopters, he made a symbolic reunion with his Westminster past: changing out of his trademark black T-shirt into a suit. He escaped t
  
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• Priority Pass or Dragonpass: which is better, and should you get an airport lounge membership?

  03-07-2026 13:40 via moneyweek.com
  
  If you’re a frequent flyer, having an airport lounge membership like Priority Pass or Dragonpass can make travelling significantly more comfortable. Rather than waiting at a crowded terminal, airport lounge access can mean complimentary food and drinks, Wi-Fi, quiet workspaces and even shower facilities.You can get lounge passes with certain packaged bank accounts or credit cards with airport lounge access, but that’s not the only way. You could book one-off visits to some airport lo
  
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• Europe’s dilemma over Chinese car plants

  03-07-2026 13:06 via ft.com
  Proposed EU law threatens investment in the bloc, warns carmaker Xpeng
  
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