Financial News & Analysis
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Data centres are a crucial test of US industrial resolve
US must avoid repeating rare-earth mistakes in building data centre supply chains.
The same sell-off sounds very different depending on where you read about it
User compares English and Chinese investor narratives on sell-offs, questioning if retail is late to trends.
Here are the 3 big things we're watching in the stock market this week
Delta earnings highlight airline sector performance, but broad market impact is limited.
Court Term Reflects Reagan, Not Trump, Priorities
Supreme Court term advanced Reagan-era conservative priorities, rejected Trump tariff powers, left Fed removal questions.
From Macron to Modi, governments are rolling out the red carpet for AI giants
Governments in France and India are courting AI giants for investment, signaling global AI infrastructure buildout.
The Europeanisation of Nato is ever more important
NATO's Europeanisation highlights defense spending and geopolitical stability, with mixed market implications.
US voters say Trump’s Iran war not worth the cost — FT poll
Poll shows US voters oppose Trump's Iran war, dragging approval ratings ahead of midterms.
Iran leadership shows unity at ayatollah’s funeral, but successor absent
Iran's supreme leader dies; successor absent at funeral signals potential power struggle and instability.
Cargo vessel in Red Sea reports coming under attack, UK maritime body says
Cargo vessel attacked in Red Sea, threatening critical trade route amid fragile US-Iran ceasefire.
Carry Traders Shift Away From Dollar for Emerging-Market Bets
Carry traders shift funding from USD to EUR and AUD for EM bets as USD strengthens.
Iran War Looms Over NATO Summit
NATO summit amid US-Iran conflict aftermath raises geopolitical risk and uncertainty.
What’s Happening in EM: Carry Traders Shift Away From Dollar
EM carry traders shift funding from USD to EUR/AUD as dollar strengthens.