Defending Europe without the US

China is bypassing shipping chokepoints with an “Ice Silk Road” route through the Arctic, dozens of people have been killed in election clashes in Pakistan-administered Kashmir, and Germany’s economy minister warned that growing support for a far-right political party could deter ...  Show more

Weakened refining capacity in Russia and the Gulf is a boon to US refiners. Plus, the Trump administration’s decision to revoke legal protections for migrants could hurt the US economy, and Google is shifting control of its AI effort from London back to Silicon Valley.Mentioned i ...  Show more

European stock indices have outperformed the S&P 500 so far this year. The FT’s Aiden Reiter joins Katie Martin to discuss why investors are finally looking beyond US stocks and why Donald Trump’s policies could accidentally benefit global exporters. Also, we go short post ...

On today's podcast:
(1) President Biden says China's economic challenges make a Taiwan invasion unlikely.

(2) The UK's Prime Minister confronts the Chinese premier over a Parliamentary spying arrest.

(3) Costs for UK tenants expected to soar by a quarter over ...

The region’s decision to spend more on guns has helped make it an investor darling despite an economy still in the doldrums. But will the promised spending splurge give Europe’s economy a big boost or just stretch its weak finances even further? Host Carmel Crimmins talks to Euro ...  Show more

On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorn ...  Show more