• October 6 2025
  US economy

  America is now one big bet on AI

  It’s seen as the magic fix for every threat to the US economy

  
• September 22 2025
  Asia-Pacific economy

  How south-east Asia lost its way

  Indonesia is just the worst of the worst in the world’s weakest regional market

  
• September 8 2025
  Federal Reserve

  Why the Fed should not cut rates now

  Amid loose financial conditions and a bubbly market, it’s exactly the wrong time

  
• August 11 2025
  Entrepreneurship

  America doesn’t have a monopoly on wealth creation

  New research shows many other countries have a booming entrepreneurial culture generating serious wealth

  
• July 28 2025
  Trump tariffs

  What the world got wrong about tariffs

  No economy rises or falls for just one reason, even a shock as big as Trump’s trade policy

  
• July 18 2025
  FT News Briefing podcast11 min listen

  Is Ukraine sliding into authoritarianism?

  The eastern European country’s leader has been accused of favouring loyalists and using wartime powers against critics

  
• July 14 2025
  Israel

  The markets are signalling a clear winner in the Middle East

  Israel’s stunning stock rally suggests the country is cementing its status as the regional economic superpower

  
• June 30 2025
  US equities

  The world is changing, the US market is not

  To date, the Trump shock is that he has had so little impact

  
• June 16 2025
  Chinese economy

  The myth of the suppressed Chinese consumer

  In reality, the country has the fastest household spending growth rate of the 21st century

  
• June 2 2025
  Currencies

  The world’s strongest currency is also super-competitive 

  Switzerland’s success shows that a nation can revalue its way to prosperity

  
• May 19 2025
  Global inequality

  Sweden: a socialist paradise overflowing with billionaires

  The country is generating the kind of wealth that raises the risk of an anti-capitalist revolt

  
• May 5 2025
  Latin America

  The one region where the traditional right is on the rise

  In Latin America, the ‘pink tide’ is running out and offering global capital new hope

  
• April 21 2025
  Global Economy

  Mapping the high tariff world

  How the trade war will reorder the global economy — not burn it down

  
• April 7 2025
  US inflation

  The Fed shouldn’t try to save the world from Trump tariffs

  Given its record, the risk is that the US central bank will do just that

  
• March 24 2025
  US equities

  The end of American exceptionalism goes way beyond Trump

  It has been building, and is likely to be unravelling, for a long time

  
• March 11 2025
  Unhedged Podcast22 min listen

  The case for China

  Are Chinese stocks really “uninvestable”?

  
• March 10 2025
  Global Economy

  The new economic stars born through crisis 

  Financial stress is forcing reform and recovery in many overlooked countries 

  
• February 24 2025
  Chinese business & finance

  Is China investable again?

  It always was — at the right price and for those with eyes wide open to the economic downside

  
• February 10 2025
  Markets

  Why speculators are still running wild when money is no longer free

  Something even bigger than AI and the Trump effect is at work

  
• January 26 2025
  Global trade

  The world is moving on to trade without the US

  Many nations have been responding to Trump tariffs not by retaliating but by courting other trade partners

  
• January 13 2025
  Emerging markets

  Where voters don’t want to throw the incumbents out — and why

  The global rebellion against those in power does not extend to the developing world

  
• January 6 2025
  The Big Read

  Ruchir Sharma: top 10 trends for 2025

  Projections about the coming year assume market shifts will be dictated by Donald Trump. But the global economy is unlikely to revolve around the US

  
• December 16 2024
  Global Economy

  How ‘the mother of all bubbles’ will pop

  It’s time to bet against American exceptionalism

  
• December 2 2024
  US economy

  The mother of all bubbles

  The US has never been so overhyped, relative to the rest of the world

  
• November 18 2024
  US politics & policy

  Trump’s victory represents a historic protest vote, no more and no less

  Antipathy to big government and big business has helped spur the rise of a third force in US politics