Japanese market walks a geopolitical tightrope

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. In the unfolding drama of global trade tensions, Japan once again finds itself a target of US pressure. But unlike the 1980s, when the conflict centred on a rising US trade deficit fuelled by Japanese … Read more

Do Treasuries hedge stocks right now?

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. This article is an on-site version of our Unhedged newsletter. Premium subscribers can sign up here to get the newsletter delivered every weekday. Standard subscribers can upgrade to Premium here, or explore all FT newsletters … Read more

Protecting ‘Australianess’ in the Netflix age

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Australian producers are often asked for “red dirt or white sand stories” when pitching TV shows to an international audience. The desolation and threatening aura of the outback, or the sprawling beaches festooned with surfies … Read more

A market rout made in the White House

Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world On Monday morning traders woke up to signals of carnage across their screens. Hong Kong’s Hang Seng index closed down over 13 per cent, marking its worst single-day fall since 1997. In Europe, … Read more

The Makassar Strait is a sign that global rules are being rewritten

Stay informed with free updates Simply sign up to the Global Economy myFT Digest — delivered directly to your inbox. The writer is affiliate professor at ESCP Business School Paris, senior researcher at Square Management and a Dauphine University fellow On February 28, the president of the European Commission visited Delhi to accelerate a comprehensive trade … Read more

How to de-Americanify European companies

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. The chief executive of a large European asset manager received an unusual if chunky task from his board recently: how to de-Americanify the company. The request is nothing if not a sign of the times … Read more

The American deal machine is sputtering

Stay informed with free updates Simply sign up to the Investment Banking myFT Digest — delivered directly to your inbox. The writer is a former global head of equity capital markets at Bank of America and is now a managing director at Seda Experts Dealmakers on Wall Street and in the City have plenty to … Read more

Markets could get a lot worse — and quickly

Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world The White House promised in its schedule for Donald Trump’s jabberwocky trade taxes last week that markets would have their opportunity to “respond as the impact of renewed American strength takes hold”. That response? … Read more