Trump needs to find a solution for Intel

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Is Donald Trump’s White House giving up on trying to create a US national champion in chip manufacturing? And, if so, how can it guarantee a supply of the advanced semiconductors that are likely to … Read more

The reawakening of Germany

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Call it a very big bazooka indeed, or Germany’s “whatever it takes” moment. There are few more striking signs of how Donald Trump is upturning the old world order than incoming chancellor Friedrich Merz’s epochal … Read more

I told you last summer European stocks were a good idea

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Exactly a week after the summer solstice last year (all my investment views are inspired by the heavens) I wrote in this column that “ . . . a new asset class is jiggling my contrarian bones: European equities”. … Read more