Economy news

• The Fed digs in

  08-05-2025 07:30
  And making sense of Trump’s economic vision
  
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• US considers tying Nvidia and AMD AI chip exports to foreign investment pledges

  05-03-2026 23:48
  Draft rule would require countries to invest in America in exchange for advanced semiconductors
  
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• US states sue Trump administration over new tariffs

  05-03-2026 21:39
  Democratic attorneys-general say president exceeded authority after Supreme Court struck down original levies
  
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• Money Beyond Borders — the making and breaking of global currencies

  05-03-2026 18:00
  The US dollar’s future is explored in Barry Eichengreen’s well-informed history on purchasing power in the monetary market
  
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• Middle East conflict strands ships with cargoes of fresh food and live animals

  05-03-2026 17:23
  Shipping companies struggle to reroute vessels as disruption starts to cause congestion at ports outside the Gulf
  
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• Worries grow in Washington about lack of any post-war vision

  05-03-2026 15:00
  Also in today’s newsletter, how Trump’s tariffs are unleashing a surge of cases in the US Court of International Trade
  
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• Mildly dovish February ECB minutes are now stale

  05-03-2026 14:55
  Conflict in Iran raises risks of a stagflationary shock that governing council members could not have foreseen
  
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• The economic question we forget to ask about AI

  05-03-2026 12:00
  Forget the singularity and robot takeovers; what matters is who captures the value added
  
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• Nvidia stops production of chips intended for Chinese market

  05-03-2026 10:24
  US group moves production away from H200s to latest Vera Rubin products
  
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• Nvidia stops production of chips intended for China

  05-03-2026 10:24
  US group moves production away from H200s to latest Vera Rubin products
  
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• FirstFT: Pentagon eyes Ukrainian interceptor drones to counter Iran

  05-03-2026 06:31
  Also in today’s newsletter: potential refugee wave and Trump’s European nemesis
  
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• Analysts’ views: rate markets are buying the weeks not months narrative on the Iran war

  05-03-2026 06:30
  Despite the risks to inflation, forward rates remain optimistically priced
  
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• Nvidia refocuses TSMC capacity as export controls stall China sales

  05-03-2026 06:00
  US group moves production away from H200s intended for Chinese market to latest Vera Rubin products
  
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• Iran attacks show the perils of following America’s economic lead

  05-03-2026 06:00
  A growth plan of renewable energy and diversified trade is far better than guzzling fossil fuels and aligning with the US
  
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• How Sánchez became Trump’s nemesis in Europe

  05-03-2026 06:00
  Spain’s premier tells US president what no other European leader dares to say but some say he has miscalculated
  
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• Fertiliser disruption from Iran conflict prompts global food shortage warnings

  05-03-2026 06:00
  Prices have jumped and exports been hit as war puts pressure on one of the world’s largest producers
  
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• China warns of ‘challenges’ as it sets lowest GDP growth target in decades

  05-03-2026 01:22
  Figure given at annual meeting of parliament as Beijing prepares to release new five-year plan
  
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• China targets GDP growth of 4.5-5%

  05-03-2026 01:22
  Target given at annual meeting of parliament as China prepares to release new five-year plan
  
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• China sets lowest GDP growth target in decades

  05-03-2026 01:22
  Figure given at annual meeting of parliament as Beijing prepares to release new five-year plan
  
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• China cuts growth target to between 4.5 and 5 per cent

  05-03-2026 01:22
  Figure given at annual meeting of parliament as Beijing prepares to release new five-year plan
  
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• China cuts growth target to between 4.5 and 5%

  05-03-2026 01:22
  Figure revealed at annual meeting of parliament as Beijing prepares to release new five-year plan
  
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• Beige Book shows US prices still rising

  04-03-2026 23:25
  Further increases from Iran blowback add to pressure for Fed to stay on hold
  
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• Higher tariffs likely this week, says US Treasury

  04-03-2026 23:11 via bbc.com
  Scott Bessent says that "likely sometime this week" the US will increase its global tariff on imports from the existing 10%.
  
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• Smith & Nephew ‘well equipped’ to ride out tariff uncertainty, chief says

  04-03-2026 15:31
  Deepak Nath confident medical device maker can weather drop in revenues from China and war in Middle East
  
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• Are UK interest rates still expected to fall soon?

  04-03-2026 15:09 via bbc.com
  The interest rate set by the Bank of England affects mortgage, loan and savings rates for millions.
  
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• AI disruption, wage deflation, research abundance

  04-03-2026 14:30
  Barclays pushes the autotext envelope
  
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• Scott Bessent says 15% global tariff ‘likely’ to be imposed this week

  04-03-2026 14:06
  US Treasury secretary says duty is set to increase from 10% rate introduced after last month’s Supreme Court defeat
  
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• Scott Bessent says 15% global tariff ‘likely’ this week

  04-03-2026 14:06
  US administration imposed a 10 per cent duty following Supreme Court defeat
  
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• EU to include UK and Japan in ‘Made in Europe’ plans

  04-03-2026 13:43
  European Commission offers access to bloc’s subsidies for manufacturing in partner countries with trade agreements
  
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• Charting inflation fears

  04-03-2026 13:43
  Oh no, not again
  
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