• December 5 2024
  US-China trade dispute

  China’s shift to local chips gains momentum from latest US export controls

  Industry associations urge companies to switch, saying American semiconductors are ‘no longer safe or reliable’

  
• December 5 2024
  Trade SecretsAlan Beattie

  Tariff Man’s superpowers are weaker than he thinks

  Donald Trump’s obsession with import taxes belies their limited effects

  
• December 4 2024
  Peter Navarro

  Trump nominates Peter Navarro as senior economic adviser

  China hawk who served in president-elect’s first term was imprisoned for contempt of Congress over 2021 Capitol attack

  
• December 4 2024
  Mexico

  Mexico makes largest fentanyl bust as Trump’s tariff threat looms

  Drugs seizure comes after US president-elect says he will impose levies if flow of narcotics is not halted

  
• December 4 2024
  Markets InsightBarry Eichengreen

  A turning point for the dollar is coming

  The short- and long-term prospects of the currency are at odds

  
• December 4 2024
  Business InsightThomas Hale

  Western businesses in China hold on to hopes for Trump 2.0

  Some believe the incoming US president is in a strong position to negotiate a trade deal with Beijing

  
• December 3 2024
  US-China trade dispute

  China retaliates against latest US chip restrictions

  Beijing bans export of materials used in semiconductors and batteries

  
• December 3 2024
  Special Report

  Investing in America

  The third annual FT-Nikkei Investing in America report looks at how overseas companies are negotiating the newly uncertain investment climate in the US

  
• December 2 2024
  US-China trade dispute

  US hits China’s chip industry with new export controls

  Parting measures by Biden administration aim to slow Beijing’s development of artificial intelligence with military applications

  
• December 2 2024
  Ontario’s ad campaign seeks to counter Trump tariffs threat

  Canadian province is US’s third-biggest trade partner and its automotive industry is intertwined with that of its southern neighbour

  
• December 2 2024
  The FT ViewThe editorial board

  How the EU should deal with Trump’s tariff threat

  Brussels must try to ensure its response to the US does not trample on trade rules

  
• December 2 2024
  Trade Secrets

  Greatest threat to Trump’s dollar is Trump himself Premium content

  The incoming US president’s rambling warning to the Brics countries makes no sense

  
• December 2 2024
  UnhedgedRobert Armstrong

  The coming clash between Trump and Wall Street Premium content

  A rebalanced global economy would be welcome, but not for stocks

  
• December 2 2024
  Rana Foroohar

  Trump is playing high-stakes poker on tariffs

  And the US consumer market is now the world’s richest chip

  
• December 2 2024
  Markets InsightMichael Stott

  The risk of Mexico being shut out of North America is rising

  Investors should not assume that Trump’s tariff threat is a bluff

  
• November 30 2024
  Trump threatens Brics nations with 100% tariffs if they undermine dollar

  Warning against pushing alternatives to reserve currency is latest trade threat from incoming president

  
• November 30 2024
  US politics & policy

  Trudeau pays Trump Florida visit in bid to avert North American trade war

  US president-elect has threatened to hit Canadian imports with steep tariffs as soon as he re-enters office

  
• November 29 2024
  Gillian Tett

  Markets will have to get used to Trump’s mercantilist mindset

  The next US president and his team see trade in political, rather than narrowly economic, terms

  
• November 29 2024
  How the car industry is exposed to Trump’s tariffs

  US president-elect’s pledge to impose tariffs on Mexico and Canada would disrupt sector’s complex supply chain

  
• November 29 2024
  Europe Express

  Why the Dutch are hoping to jump the trade queue with Trump Premium content

  Also in this newsletter: Georgia belatedly cuts its ties with Brussels

  
• November 29 2024
  The Big Question

  The Big Question: who will be hurt the most by Trump’s tariffs?

  Will importers or foreign producers take the hit — or will it be US consumers who suffer, as many economists suggest?

  
• November 28 2024
  Bank of Korea

  South Korea lowers interest rates over Trump fears

  Rare back-to-back cut reflects concern over impact of incoming US president’s policies

  
• November 28 2024
  Donald Trump

  Donald Trump describes ‘wonderful’ conversation with Mexico’s leader

  Leaders differ on how they presented Claudia Sheinbaum’s plan to stop migrants entering US

  
• November 28 2024
  InterviewGlobal trade

  Buy American to avoid Trump trade war, says Lagarde

  ECB chief takes aim at claim that tariffs will ‘make America great again’ — but calls for negotiation, not retaliation

  
• November 28 2024
  Trade SecretsAlan Beattie

  The contradictions of Trumponomics over tariffs lie exposed

  This week is a sobering reminder of the uncertainties of US policy to come

  

Topics to follow