Could AI help America out of its debt hole?
Some investors believe the technology’s productivity benefits will put the US on a better fiscal path
International - Financial Times - Credit Squeeze
A divided Bank of England
The 5-4 vote by the central bank to cut rates by a quarter-point raises concerns over inflation
Trump’s tariff threats hit Indian rupee
Also in this newsletter: AI changes the plot in Indian cinema, and devastating flash floods in Uttarakhand
What is Apple’s $600bn US investment pledge?
Tech giant promised Donald Trump hundreds of billions of spending — but the real scale is difficult to measure
Crocs shares sink 30% on weak spending and looming end of ‘ugly’ shoe trend
Rubber clog maker predicts 10% quarterly revenue fall and warns that poorer consumers are ‘not even going to stores’
Trump’s attack on stats agency echoes strongmen leaders, economists say
President’s decision to fire head of Bureau of Labor Statistics puts data at risk, survey shows
‘Ugly optics’: fears mount over stubborn UK inflation
Central bank warns of ‘genuine uncertainty’ over scope for further rate cuts
Bank of England cuts rates to 4% in tight vote
Split decision prompts investors to rein in expectations for further loosening in blow to consumers and businesses
Capitalism and Its Critics by John Cassidy — lessons from the global economy’s ‘permanent revolution’
A well-researched A to Z of capitalism’s most influential commentators from one of the world’s leading economic writers
‘Never compromise’ or ‘Narendra Surrender’? India’s Modi navigates showdown with US
Donald Trump’s announcement of punitive tariffs puts Indian prime minister in a difficult position
‘A new world’: Trump’s tariff regime takes effect
Also in today’s newsletter, the top picks to be the Federal Reserve’s next chair
How more efficient data centres could unlock the AI boom
Efficiency is becoming a bigger priority as tech companies confront strained energy resources
FirstFT: A new era for global trade begins
Also in today’s newsletter, Trump to meet Putin within days, and the two Kevins in the race to succeed Powell
Maersk brushes off US tariffs to lift outlook
Container shipping boss says ‘weakness in the US’ balanced by strength elsewhere
Modi vows to ‘never compromise’ Indian farmers’ interests in face of 50% US tariffs
Markets muted as New Delhi mulls response to Washington’s latest trade war salvo over Russian oil imports
TSMC’s trade secrets and Trump’s chip tariffs
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Trump threatens 100% tariff on chips but with carve-out for Apple
President says tech companies can avoid the levy by investing in US manufacturing
Toyota warns of $9.5bn hit from Trump tariffs
Japanese automaker revises down its annual profit forecast despite record sales
Samsung to produce image sensors for Apple’s iPhone in Texas
Deal suggests South Korean company’s US investments are paying off as Trump dials up his tariff policies
China’s exports surge ahead of US tariff truce deadline
Pause in trade hostilities and reduced levies to expire next week as Trump imposes latest sweeping global measures
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