FT News Briefing

It’s all about the dollar

The cult-like appeal of Modi

Will investors buy Anglo American’s break-up plan?

Indonesia’s nickel is a gold mine

This podcast episode explores the significance of Stellantis, the parent company of Jeep, Fiat, and Chrysler, considering investment in Indonesian nickel to secure the necessary raw materials for electric vehicle (EV) battery production. Despite concerns about environmental issues, Stellantis' interest in Indonesian ni...

Rishi Sunak tries to rally Conservatives

This podcast episode explores the evolving landscape of the AI industry, specifically focusing on the developments in China. The booming AI industry in China, with significant investments and a competitive generative AI scene, is highlighted. However, access to computing resources remains a major challenge due to US ex...

Swamp Notes: The Fed’s political pressures

Pandemic winners turned losers

This podcast episode explores the challenges faced by Nippon Steel in their acquisition deal with US Steel and the impact of the politicization of the deal. It also discusses how the top 50 corporate winners from the pandemic have become losers, experiencing significant market value losses, and highlights the success o...

Singapore wants to shake up its stock market

This podcast episode discusses various challenges and developments in different industries around the world. It covers the disappointing revenue projections of UK chip designer Arm, the struggles faced by Singapore's stock market, the cancellation of the Keystone XL pipeline in Canada and the subsequent expansion of th...

Israel moves into Rafah

This podcast episode delves into several key topics, including the U.S. government's ban on chip makers supplying Huawei with semiconductors, Israel's potential expansion of military operations in Rafah and its impact on the humanitarian crisis in Gaza, TikTok's lawsuit against the U.S. government, negotiations for a c...

Paramount’s a long way from its peak

This podcast episode discusses various topics including SoftBank's investment in a UK self-driving start-up, the potential merger between Skydance and Paramount, the impact of layoffs and cost cuts in the film industry, the European Union's proposal to ban Russian funding of political parties, and the changing opium an...

Xi’s balancing act with Europe

This podcast episode discusses a range of topics, including Chinese President Xi Jinping's visit to Europe and the concerns surrounding the confiscation of frozen Russian assets. It also explores the ongoing student protests on college campuses in the U.S., demanding divestment from companies doing business in Israel. ...

Swamp Notes: The uproar at American universities

This podcast episode discusses nationwide student protests and their impact on President Joe Biden's reelection chances. The protests, initially sparked by testimony on anti-Semitism at Columbia University, have spread to other campuses and have led to police intervention. These protests pose challenges for the Biden c...

The murky moves behind the yen

This podcast episode explores the decline in Apple's revenue due to slower sales in China and the intervention by Japanese authorities to support the yen. It discusses the potential reasons behind these occurrences and emphasizes the need for surprise in intervention strategies. The episode also discusses the recent ev...

Higher rates for even longer (and longer)

This podcast episode explores the Federal Reserve's stance on interest rates, with Fed Chair Jay Powell indicating that rates will stay higher for a longer period, but without committing to a specific timeline for rate cuts. The episode discusses the Fed's previous asset purchases, its balance sheet, and the potential ...

Private equity’s green thumb

This podcast episode explores the financial performance of Amazon's cloud computing division, Amazon Web Services, as well as the role of private equity in the green transition. It also discusses Chancellor Jeremy Hunt's criticism of the UK Financial Conduct Authority's plan to disclose companies under investigation an...

Scotland’s first minister resigns

This podcast episode discusses various topics including the resignation of Humza Yousaf as first minister of Scotland and the challenges facing the Scottish National Party (SNP), the potential impact of the SNP's leadership crisis on the upcoming UK general election, the $154 million fundraising effort by TL.com Capita...

Big Tech investors question AI pay-off

This podcast episode discusses the impact of Western banks operating in Russia, the financial performances of tech companies in relation to AI, the challenges of implementing AI in businesses, and the new U.S. ban on non-competes in the financial sector.

Swamp Notes: The Supreme Court weighs presidential power

A mining industry mega-deal

This podcast episode explores the proposed merger between mining giants BHP and Anglo American, as well as the potential antitrust issues it may face. It also discusses the EU's plan to externalize asylum processes and the controversies surrounding it. The episode highlights the significance of these topics in their re...

What new US aid means for Ukraine

This podcast episode covers several main stories, including Meta's financial forecast, the EU's raid on a Chinese company, and the recent US aid package to Ukraine. Meta's revenues increased but their forecast of increased spending on infrastructure caused shares to drop. The EU raided Nuketech, a Chinese company, for ...