Europe’s ‘China shock’ panic is ill-informed
EU industry is largely weathering the competition well
International - Financial Times - Credit Squeeze
China’s factory gate prices surge over Iran war turmoil
Producer price index rises for fourth straight month as Strait of Hormuz closure roils supply chains
Why isn’t the Fed raising rates?
And more on the job market
The Iran global inflation crisis that stubbornly refuses to happen
Neither the war in the Gulf nor the Covid-Ukraine price spike has taken us back to the stagflationary 1970s
Chinese companies use rare earths ban to squeeze out foreign rivals
Manufacturers seize ‘historic’ opportunity to move up value chain after Beijing cuts exports of key materials to Japan
Hawkish Fed minutes indicate some support for rate increases
Policymakers worried about inflation and ‘several’ said they did not believe current borrowing costs were restrictive
Inflation fears mount at Warsh’s first Fed meeting
Some Fed officials saw need for future rate rises to contain inflation
IMF warns inflation threat looms large over global economy
Fund raises its projections for price growth as Trump declares ceasefire with Iran is ‘over’
Europe must have the financial power to match its economic heft
The continent’s savings should be used to invest in its own future, not someone else’s
Foreign investors look past US uncertainty to long-term opportunity
Overseas companies are still expanding in America even as tariffs, labour shortages and shifting policy complicate investment plans
FirstFT: Trump declares US-Iran ceasefire ‘over’
Also in today’s newsletter: Italy’s UniCredit close to securing control of Germany’s Commerzbank and Japan’s borrowing costs hit a 30-year high
Global Economy
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