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Restrictions on sales to China bring down Nvidia and raise questions about tech
Beijing may have more leverage than President Donald Trump thought
Have Trump’s policies hurt the US’s ability to borrow?
As markets bounce around, China announces its own tariffs
A stunning rollout of new taxes astonishes traders
Spirits are low but indicators seem fine
An unusual company enters an unusual investing environment
To fund tax cuts, the administration wants cheaper money
Is uncertainty about the president already priced in?
Will remilitarisation encourage Europe’s first pooled debt?
As Trump flip-flops, the Unhedged team visits the IE Business School in Madrid
Are Chinese stocks really “uninvestable”?
New plans and their unintended consequences
Trump may have opened a path to control over the US central bank
Trump’s ‘America First’ policies are making money for European defence contractors.
Thinking about slowing growth and stubborn inflation
New public companies are fewer and weaker
Will the US join Norway and Saudi Arabia in creating a national investment fund?
A look at tariffs outside the US
What do record highs for the metal mean?
Stock indices in the UK and Germany have recently hit record highs
The initial market reaction was relatively mild. Future reactions may not be.
FT journalists place their (theoretical) bets.
China joins the AI race, and rattles investors
Investors are trying to figure out an unusual number of policies and powerplays