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No Deadline for Iran Proposal Amid Hormuz Standoff: US
Economy Bloomberg
No Deadline for Iran Proposal Amid Hormuz Standoff: US

The US and Iran are locked in a battle for control of the Strait of Hormuz after failing to meet for a fresh round of …

AI Boom Sparks Rush Into Chinese Optical Stocks as Top Trade
Economy Bloomberg
AI Boom Sparks Rush Into Chinese Optical Stocks as Top Trade

Chinese optical stocks are attracting growing investor interest on expectations that rising demand for optical components critical to artificial intelligence will drive the next leg …

Economy Financial Times
SpaceX and Tesla are on an inevitable collision course

To the extent shareholders just want exposure to Elon Musk, a single security seems like the sensible end state

Economy Financial Times
Nvidia supplier SK Hynix hails ‘structural shift’ after another record quarter

Second-largest memory chipmaker says customers prioritising procurement over pricing amid supply crunch

Economy Financial Times
Modi battles for control of India’s Apple heartland

Tamil Nadu has become a manufacturing powerhouse but has so far spurned the prime minister’s BJP

Economy Financial Times
A central banking star comes home

Economist Shin Hyun-song is renowned abroad but now must tackle slow growth and inflation

Economy Financial Times
US Navy secretary fired amid Iran blockade

John Phelan ousted after clashing with defence secretary Pete Hegseth

Gold Falls as US-Iran Hormuz Standoff Heightens Inflation Risk
Economy Bloomberg
Gold Falls as US-Iran Hormuz Standoff Heightens Inflation Risk

Gold declined as an escalation in tension over the Strait of Hormuz drove oil prices higher, rekindling concerns over high inflation.

Oil Climbs on Hormuz Standoff as Stocks Fluctuate: Markets Wrap
Economy Bloomberg
Oil Climbs on Hormuz Standoff as Stocks Fluctuate: Markets Wrap

A flare-up in tensions over the Strait of Hormuz sent oil higher as stocks fluctuated on concern that a prolonged closure of the waterway could …

Oil Fluctuates as Tanker Voyages Via Hormuz Face Fresh Risks
Economy Bloomberg
Oil Fluctuates as Tanker Voyages Via Hormuz Face Fresh Risks

Oil swung between gains and losses as the US and Iran remained locked in a battle for control of the Strait of Hormuz, after plans …

Hassett Says He Supports Fed Chair Powell Staying On ‘Pro Tempore’
Economy Bloomberg
Hassett Says He Supports Fed Chair Powell Staying On ‘Pro Tempore’

White House National Economic Council Director Kevin Hassett says he supports Federal Reserve Chair Jerome Powell’s plan to stay on at the central bank’s helm …

Economy Financial Times
Investors nurse losses after ‘short squeeze’ at car rental group Avis Budget

US company’s equities had soared more than 400% in echo of Wall Street’s 2021 ‘meme stock’ craze

Economy Financial Times
Trump envoy seeks to replace Iran with Italy in football World Cup

Request to Fifa is pitched as effort to repair US ties with country even as Iran says it is ready to participate

Economy Financial Times
Tesla shares rally as profits rebound from last year’s lows

Net income rises 17% but is still second-weakest figure in five years

Tilray CEO on Possible US Cannabis Reclassification
Economy Bloomberg
Tilray CEO on Possible US Cannabis Reclassification

Tilray CEO Irwin Simon discusses the expected easing of cannabis restrictions in the US, and why despite not currently selling cannabis in the United States …

Activists Want to Avoid 'Expensive' Proxy Fights: Mehrotra
Economy Bloomberg
Activists Want to Avoid 'Expensive' Proxy Fights: Mehrotra

Avinash Mehrotra, co-head of Americas M&A and global head of activism & takeover defense at Goldman Sachs, discusses the current landscape of activist landscape investing …

KKR Invests $1.5 Billion in Tower Operator Vertical Bridge
Economy Bloomberg
KKR Invests $1.5 Billion in Tower Operator Vertical Bridge

KKR & Co. is investing $1.5 billion in Vertical Bridge REIT LLC in a deal that people familiar with the matter said values the tower …

Economy Financial Times
US may extend $500mn in rescue funding to Spirit Airlines

Money would come with equity warrants that could make government majority owner of struggling discount carrier

Economy Financial Times
Ukraine miner Ferrexpo warns it could run out of cash by August

London-listed company’s shares plunge as it considers capital raise of at least $100mn

Economy Financial Times
Starmer challenged in cabinet over Mandelson scandal as ministers step up criticism

Home secretary questions PM’s praise of Olly Robbins days after sacking him and first Labour MP calls on leader to quit

Oil Servicer Weatherford Sees War Impacts Deepening This Quarter
Economy Bloomberg
Oil Servicer Weatherford Sees War Impacts Deepening This Quarter

Weatherford International Plc., one of the world’s largest oilfield-service providers, is warning that a hit to earnings in the wake of the Iran war will …

Economy Financial Times
Switzerland hits UBS with proposed $20bn capital increase

Federal Council sets out plans for banking reform after months of lobbying by country’s biggest lender

Economy Financial Times
Energy traders dig in for a long Iran war

Vitol, Trafigura and rivals expand credit lines in anticipation of prolonged disruption to global oil and gas flows

Economy Financial Times
Warsh’s data preferences risk costly inflation mistake

Trimmed-mean measures paint a favourable picture — they did the same, wrongly, in 2021 and 2022

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