Turkey after the PKK
15 May 2025
Contributed by Lukas
CoreWeave reported a 420% rise in revenue in its first quarter as a listed company and the furious r...
UnitedHealth’s big shake-up
14 May 2025
Contributed by Lukas
The White House unveiled what it says is $600bn worth of defence and artificial intelligence deals w...
A sigh of relief on US-China tariffs
13 May 2025
Contributed by Lukas
Global stocks surged after the US and China slashed tariffs for 90 days, and Brussels is preparing t...
Are investors starting to prefer Europe over the US?
12 May 2025
Contributed by Lukas
US officials say they made “substantial progress” on trade talks with China, and trade optimism ...
Swamp Notes: Trump takes on higher ed
10 May 2025
Contributed by Lukas
Description: US President Donald Trump is in an ongoing standoff with America’s top universities. ...
The US-UK trade deal
09 May 2025
Contributed by Lukas
The US and the UK agreed to a trade deal, and the Bank of England cut interest rates by a quarter po...
Conflict puts Pakistan’s economy at risk
08 May 2025
Contributed by Lukas
The US scraps rule that aimed to limit exports of artificial intelligence chips, Pakistan vowed to r...
A rough start for German Chancellor Merz
07 May 2025
Contributed by Lukas
India said it had carried out “precision strikes” on “terrorist infrastructure” at nine site...
US stocks make full recovery
06 May 2025
Contributed by Lukas
OpenAI will remain under the control of the group’s non-profit arm, US stocks have wiped out the s...
Berkshire after Buffett
05 May 2025
Contributed by Lukas
The world’s most famous investor says he plans to step down after six decades leading Berkshire Ha...
Swamp Notes: The conservative view on tariffs now
03 May 2025
Contributed by Lukas
US President Donald Trump has garnered a lot of criticism since he enacted his trade war. But there ...
Australia’s voters go to the polls
02 May 2025
Contributed by Lukas
Amazon warned of the impact of Donald Trump’s global trade war and issued weaker-than-expected gui...
Honey, I shrunk the economy
01 May 2025
Contributed by Lukas
Microsoft posted better than expected quarterly earnings on Wednesday, Spain is trying to figure out...
Japanese investors hope for a corporate shake-up
30 Apr 2025
Contributed by Lukas
Donald Trump unveiled more tariff relief for some carmakers, and shares in a number of companies sur...
Big oil braces for a rough year
29 Apr 2025
Contributed by Lukas
The oil industry is bracing for its worst year since the pandemic, and Spain and Portugal are reelin...
The elusive Ukraine peace deal
28 Apr 2025
Contributed by Lukas
Canadians will head to the polls Monday to pick a prime minister, and a new US proposal to end the W...
Swamp Notes: Trump’s ‘you break it, you buy it’ moment
26 Apr 2025
Contributed by Lukas
Just a few weeks ago, US President Donald Trump was ready to levy tariffs on basically every nation....
US tariffs bite Chinese industry
25 Apr 2025
Contributed by Lukas
Apple plans to shift the assembly of all US-sold iPhones to India as soon as next year, factories in...
Bessent takes aim at the IMF
24 Apr 2025
Contributed by Lukas
Sir Keir Starmer and Ursula von der Leyen will on Thursday finalise plans for a new defence pact, US...
BP’s race to cut costs
23 Apr 2025
Contributed by Lukas
Tesla’s first-quarter adjusted profits dropped 39 per cent and the IMF has downgraded outlooks for...
The Catholic Church after Pope Francis
22 Apr 2025
Contributed by Lukas
Wall Street stocks dropped as President Donald Trump attacked Federal Reserve chair Jay Powell, Pope...
How tariffs are affecting luxury goods
21 Apr 2025
Contributed by Lukas
Luxury goods were supposed to be making a comeback this year. But US President Donald Trump’s trad...
The Rachman Review: Iran’s nuclear talks could reshape the Middle East
18 Apr 2025
Contributed by Lukas
Swamp Notes is taking this weekend off so instead we wanted to share the latest episode from our fel...
Japan and the US talk tariffs
18 Apr 2025
Contributed by Lukas
China’s imports of US liquefied natural gas have completely stopped for more than 10 weeks, and Ja...
Emerging markets’ surprising performance
17 Apr 2025
Contributed by Lukas
Federal Reserve chair Jay Powell is warning that US tariffs are ‘likely’ to put at risk th...
India’s middle-class debt crisis
16 Apr 2025
Contributed by Lukas
Nvidia says it expects to take a $5.5bn blow as the US clamps down on the Silicon Valley group’s a...
How Argentina pulled off its latest IMF deal
15 Apr 2025
Contributed by Lukas
Brussels is exploring legal options that would allow European companies to break long-term Russian g...
Is it glass half-full or half-empty for US banks?
14 Apr 2025
Contributed by Lukas
US tariff exemptions on personal electronics may only be temporary, and big banks posted major earni...
Swamp Notes: The Federal Reserve’s tariff dilemma
12 Apr 2025
Contributed by Lukas
US President Donald Trump’s global trade war has made a mess for the Federal Reserve. Despite an e...
Uncertainty reigns in US markets
11 Apr 2025
Contributed by Lukas
US inflation fell more than expected to 2.4 per cent in March, and France’s Renault is one of the ...
Trump’s tariff reversal
10 Apr 2025
Contributed by Lukas
US stocks surged on Wednesday after Donald Trump paused ‘reciprocal’ tariffs for 90 days. Plus, ...
Markets might not have hit the bottom yet
09 Apr 2025
Contributed by Lukas
Donald Trump is pushing ahead with another 50 per cent tariff on Chinese goods, and there are questi...
Companies look for US tariff workarounds
08 Apr 2025
Contributed by Lukas
Equities markets continued to adapt to the tariffs unleashed by US President Donald Trump, oil price...
How Italy could decide the EU’s response to tariffs
07 Apr 2025
Contributed by Lukas
The UK plans to introduce a lighter regulatory regime for private equity and hedge funds, and Italy ...
Swamp Notes: The costs of Trump’s tariffs
05 Apr 2025
Contributed by Lukas
This week the US imposed new tariffs on most of the world. The FT’s US national editor Ed Luce joi...
Trump’s tariffs rattle global markets
04 Apr 2025
Contributed by Lukas
US President Donald Trump’s tariffs caused a global market sell-off on Thursday. Now, there are co...
Tesla soars on Musk’s potential departure
03 Apr 2025
Contributed by Lukas
Donald Trump launched a barrage of new tariffs on trading partners, and Tesla’s share price jumped...
What Wall Street expects from Trump’s ‘liberation day’
02 Apr 2025
Contributed by Lukas
US venture capital giant Andreessen Horowitz is in talks to invest in social media platform TikTok, ...
Elon Musk transforms Wisconsin court race
01 Apr 2025
Contributed by Lukas
Google’s artificial intelligence arm DeepMind has been holding back the release of its world-renow...
CoreWeave tests investor appetite for AI
31 Mar 2025
Contributed by Lukas
Investors warn that higher bond yields in Germany could make it harder for EU members to increase de...
Swamp Notes: How Medicaid cuts could shake up Maga
29 Mar 2025
Contributed by Lukas
As Congress works through President Donald Trump’s recent budget, one of the likeliest cuts on the...
China gives IPOs the green light
28 Mar 2025
Contributed by Lukas
US President Donald Trump’s auto tariffs hit carmaker shares and Chinese financial authorities hav...
Rolls-Royce flies high
27 Mar 2025
Contributed by Lukas
The US will impose tariffs of 25 per cent on imports of foreign-made autos and Piyush Gupta will ste...
Spring Statement highlights tough UK economy
26 Mar 2025
Contributed by Lukas
Beijing has introduced environmental restrictions that would prevent Chinese companies from buying N...
Are Musk’s ties jeopardising Starlink?
25 Mar 2025
Contributed by Lukas
Sources tell the FT that China is considering including services in a multibillion-dollar subsidy pr...
Foreign investors feel the pinch of US stock slump
24 Mar 2025
Contributed by Lukas
Canada’s new prime minister calls snap elections, European investors in US equities have been deal...
Swamp Notes: Why Democrats can’t get their act together
22 Mar 2025
Contributed by Lukas
As US President Donald Trump dismantles agencies and challenges institutions across the federal...
UK races to avoid Trump tariffs
21 Mar 2025
Contributed by Lukas
European countries are considering how to take on greater responsibilities for the continent’s def...
Does the Olympic business model still work?
20 Mar 2025
Contributed by Lukas
The Federal Reserve is still in wait-and-see mode, a handful of technology start-ups are expected to...
Boeing struggles in the final frontier
19 Mar 2025
Contributed by Lukas
Vladimir Putin has ordered Russia’s military to refrain from striking Ukrainian energy infrastruct...
Jack Ma’s AI comeback
18 Mar 2025
Contributed by Lukas
Vladimir Putin has allowed a group of western asset managers and hedge funds to offload Russian secu...
Saudi Arabia puts outside consultants on notice
17 Mar 2025
Contributed by Lukas
HSBC and UBS are expanding their wealth management arms in India, and the consulting boom in Saudi A...
Swamp Notes: Why Trump may want a weaker dollar
15 Mar 2025
Contributed by Lukas
This week, the value of the American dollar continued to decline. The plunge has been attributed to ...
Modi’s tariff tap dance with Trump
14 Mar 2025
Contributed by Lukas
Russian President Vladimir Putin has indicated Moscow is unwilling to drop its maximalist demands ov...
Lights out at Northvolt
13 Mar 2025
Contributed by Lukas
Elon Musk’s efficiency drive failed to prevent US federal spending rising to a record $603bn in Fe...
Nissan pushes CEO out
12 Mar 2025
Contributed by Lukas
The S&P 500 dipped into correction territory on Tuesday and Nissan has pushed out chief executiv...
Is this dotcom bust 2.0?
11 Mar 2025
Contributed by Lukas
Wall Street stocks fell on Monday, and Pimco has recorded a 17% paper profit on its portion of a £3...
The Trump nominee uniting Democrats and Republicans
10 Mar 2025
Contributed by Lukas
Canada’s Liberal party selects a new leader, and US President Donald Trump’s nominee to lead the...
Swamp Notes: Trump’s transatlantic divorce
08 Mar 2025
Contributed by Lukas
European leaders met twice this week to discuss a plan to protect Ukraine — without US leadership....
Tariff uncertainty continues market volatility
07 Mar 2025
Contributed by Lukas
Donald Trump’s crypto project made at least $350mn from the launch of his memecoin, and FT markets...
The Trump bump on Canadian politics
06 Mar 2025
Contributed by Lukas
US President Donald Trump has handed carmakers a one-month reprieve on tariffs on imports from Mexic...
Taiwan looks to play nice with Trump
05 Mar 2025
Contributed by Lukas
Volodymyr Zelenskyy said Ukraine was “ready to come to the negotiating table as soon as possible”...
US defence stocks get left behind
04 Mar 2025
Contributed by Lukas
The US is suspending military aid to Ukraine, Chevrolet Silverado’s complex supply chain leaves it...
Europe takes the lead on Ukraine peace deal
03 Mar 2025
Contributed by Lukas
Cryptocurrencies surged on Sunday after a surprise announcement from US President Donald Trump, and ...
Swamp Notes: Trump vs the press
01 Mar 2025
Contributed by Lukas
This week, the White House said it would pick which reporters would get access to Donald Trump. Mean...
Trump greets Starmer at White House
28 Feb 2025
Contributed by Lukas
US President Donald Trump has said his administration is working on a trade deal with the UK, Santan...
The medical bills hurting China’s economy
27 Feb 2025
Contributed by Lukas
Nvidia’s revenues soared in the quarter to the end of January as demand for its AI-focused chips b...
Unilever’s CEO gets the boot
26 Feb 2025
Contributed by Lukas
Kyiv has agreed terms with Washington on a minerals deal, and finance ministers from many of the wor...
Germany’s debt brake problem
25 Feb 2025
Contributed by Lukas
The US and Europe battled in the UN and G7 over whether to blame Russia for its war against Ukraine,...
German voters shift to the right in Sunday’s elections
24 Feb 2025
Contributed by Lukas
The center-right Christian Democrats won the most votes in Germany’s election, and the US stock ma...
Swamp Notes: Trump tries to bring watchdogs to heel
22 Feb 2025
Contributed by Lukas
US President Donald Trump’s executive order this week seeks to “rein in” independent federal a...
Defending Europe without the US
21 Feb 2025
Contributed by Lukas
Investors are urging the EU to make sweeping reforms to its debt securitisation market, Walmart has ...
Manufacturing on the ballot in Germany
20 Feb 2025
Contributed by Lukas
KKR has submitted a preliminary bid to take a majority stake in Thames Water, and HSBC set out its c...
Why Trump wants Ukraine’s minerals
19 Feb 2025
Contributed by Lukas
The US and Russia have agreed to ‘lay the groundwork for future co-operation’ on ending the Ukra...
China pumps the brakes on Tesla’s autonomous cars
18 Feb 2025
Contributed by Lukas
Tesla risks being caught up in the China-US trade war, while US officials head to Saudi Arabia to st...
Say hello to the Magnificent 47
17 Feb 2025
Contributed by Lukas
French President Macron holds an emergency meeting in Paris with Ukraine’s allies, and a stock ind...
Swamp Notes: Trump ices Europe out of Ukraine peace plan
15 Feb 2025
Contributed by Lukas
Ukraine is dominating discussions at this year’s Munich Security Conference after a call between D...
Has meme-stock kid Robinhood grown up?
14 Feb 2025
Contributed by Lukas
Arm plans to launch its own chip this year, and Shein’s IPO will likely be delayed after US Presid...
Trump excludes Europe from Ukraine peace talks
13 Feb 2025
Contributed by Lukas
European officials are worried about being cut out of a US-Russia peace deal on Ukraine, and US infl...
Elon Musk gatecrashes OpenAI restructuring
12 Feb 2025
Contributed by Lukas
Hong Kong tech stocks are flying high, Elon Musk’s nearly $100bn bid for OpenAI comes with a ton o...
Hizbollah’s murky path forward
11 Feb 2025
Contributed by Lukas
More than 60 partners have left PwC China after a ban over its audit of failed property developer Ev...
US dealmaking slides in 2025
10 Feb 2025
Contributed by Lukas
China has imposed retaliatory tariffs on about $14bn of US goods, and US dealmaking has suffered its...
Swamp Notes: How far can Doge go?
08 Feb 2025
Contributed by Lukas
Elon Musk’s Department of Government Efficiency, or Doge, dominated the headlines this week as age...
How to trade the trade war
07 Feb 2025
Contributed by Lukas
Amazon shares fell after a weaker than expected outlook for the first quarter, and investors are fig...
EU pushes ahead with sprawling AI regulation
06 Feb 2025
Contributed by Lukas
US allies across Europe and the Middle East have condemned Donald Trump’s plans to “take over”...
US companies endure tariff whiplash
05 Feb 2025
Contributed by Lukas
Alphabet’s cloud services missed growth expectations last quarter, American companies are scrambli...
Commercial real estate crawls back
04 Feb 2025
Contributed by Lukas
US president Donald Trump’s tariffs on Mexico and Canada are paused for now, commercial property i...
The Trump trade war begins
03 Feb 2025
Contributed by Lukas
Donald Trump hit Canada, Mexico and China with steep tariffs on Saturday, and oil and gas groups are...
Swamp Notes: Trump redefines America’s global role
01 Feb 2025
Contributed by Lukas
American foreign aid supports everything from arms sales to HIV treatment. But this week, with the s...
SoftBank wants a piece of the AI pie
31 Jan 2025
Contributed by Lukas
Apple revealed quarterly results that slightly exceeded Wall Street expectations, SoftBank is in tal...
The Fed ignores Trump’s calls to cut rates
30 Jan 2025
Contributed by Lukas
Big Tech earnings season is in full swing, the US Federal Reserve held interest rates steady despite...
Inside the Trump tariff debate
29 Jan 2025
Contributed by Lukas
Advances in artificial intelligence by Chinese start-up DeepSeek caused a frantic sell-off of energy...
China’s DeepSeek AI triggers tech sell-off
28 Jan 2025
Contributed by Lukas
US tech stocks tumbled after advances by Chinese start-up DeepSeek ignited worries over whether Amer...
Can US oil afford to ‘drill, baby, drill’?
27 Jan 2025
Contributed by Lukas
Pressure is piling on the European Union to cut back its sustainability agenda, Wall Street may thwa...
Swamp Notes: Donald Trump’s ‘vendetta agenda’
25 Jan 2025
Contributed by Lukas
Donald Trump has made a lot of enemies over the years. He spent his first week back in the White Hou...
Trump steers the world toward a tax war
24 Jan 2025
Contributed by Lukas
A federal judge has blocked US President Donald Trump’s attempt to end birthright citizenship, and...
Trump halts $300bn in clean energy loans
23 Jan 2025
Contributed by Lukas
European bank dividends are at their highest levels since 2007, US President Donald Trump froze bill...
Markets brace for Trump-era volatility
22 Jan 2025
Contributed by Lukas
Netflix added a record 19mn subscribers in the fourth quarter, fuelled by live sports. US stocks ral...
Apple is accused of profiting from 'blood minerals'
21 Jan 2025
Contributed by Lukas
Belgium has launched a criminal probe into the DRC’s allegation. Donald Trump is sworn in as US pr...
Trump returns to the White House
20 Jan 2025
Contributed by Lukas
Donald Trump will become US president for the second time on Monday. Investors pile into a fund that...