Markets News

Markets

Meet Donald Trump’s aid agency

Or is it a sovereign-wealth fund in disguise?…

2026-06-10

Markets

Would an all-out trade war be better?

Donald Trump has so far avoided retaliation, which might carry a cost of its own…

2026-06-10

Markets

China’s stockmarket rally may hurt the economy

The “wealth effect” is not the only way it has an impact…

2026-06-10

Markets

Why Donald Trump’s tariffs are failing to break global trade

Six months on from “Liberation Day”, things look surprisingly rosy…

2026-06-10

Markets

America and China return to fierce trade conflict

Donald Trump threatens an extra 100% levy as rare-earth minerals prompt a fresh spat…

2026-06-10

Markets

Would inflation-linked bonds survive an inflationary default?

A thought experiment on the nearest thing to a safe asset…

2026-06-10

Markets

Donald Trump and Xi Jinping: both weaker than they think

As America and China clash over trade, cracks emerge in each side’s position…

2026-06-10

Markets

Why investors still don’t believe in Argentina

Despite the best efforts of Donald Trump and Scott Bessent…

2026-06-10

Markets

Will America’s new sanctions on Russian oil force a peace deal?

Donald Trump raises the pressure—but he may have to go further…

2026-06-10

Markets

China’s secret stockpiles have been a great success—so far

Xi Jinping is desperate for Trump-proof access to food, fuels and metals…

2026-06-10

Markets

The new globalisation paradox

In the age of Donald Trump, national autonomy requires deeper integration. Brazil shows why…

2026-06-10

Markets

The mystery of China’s slumping investment

Its leaders don’t seem concerned. Should they be?…

2026-06-10

Markets

How Donald Trump can dodge a Supreme Court tariff block

No matter its ruling, the president has back-up powers…

2026-06-10

Markets

America’s huge mortgage market is slowly dying

Donald Trump’s remedies threaten to inflame a housing crisis…

2026-06-10

Markets

Can the Chinese economy match Aruba’s?

Xi Jinping has lofty goals for 2035. But China faces a real problem…

2026-06-10

Markets

China’s property market is (somehow) worsening

Government remedies are not up to the job…

2026-06-10

Markets

Can golden toilets fix China’s economy?

Communist Party officials think so…

2026-06-10

Markets

What a stiff drink says about China’s economy

The baijiu business is the latest to be struck by “involution”…

2026-06-10

Markets

Meet the American investors rushing into Congo

They are taking on war, corruption and China…

2026-06-10

Markets

An American oil empire is a deeply flawed idea

Donald Trump’s ambitions are expansive. His plans are limited…

2026-06-10

Markets

America’s missing manufacturing renaissance

Donald Trump’s tariffs have hurt the factories they were meant to protect…

2026-06-10

Markets

The Trump administration threatens the Fed with a criminal cudgel

The president denies all knowledge. A bizarre fight could get nasty…

2026-06-10

Markets

It’s not just the Fed. Politics looms over central banks everywhere

But can the public stomach higher inflation?…

2026-06-10

Markets

Donald Trump’s crusade against usury reaches Wall Street

His fight against high interest rates could get messy…

2026-06-10

Markets

Jerome Powell punches back

The administration’s latest attack on America’s central bank has not gone well…

2026-06-10

Markets

Why America’s bond market just keeps winning

Vigilantes have shrugged off ballooning debt and attacks on the Fed…

2026-06-10

Markets

China hits its GDP target—in a weird way

Strong exports make up for weak investment…

2026-06-10

Markets

Donald Trump’s Greenland tariffs are no great blow to Europe

An escalating trade war would be another matter, however…

2026-06-10

Markets

Denmark braces for Donald Trump’s Greenland tariffs

The economy is well prepared, but more exposed than it used to be…

2026-06-10

Markets

The ascent of India’s economy

It has benefited from a slice of luck, a commitment to economic reform and a shove from Donald Trump…

2026-06-10