Can Europe afford to rearm itself? With Jeromin Zettelmeyer

Can Europe afford to rearm itself? With Jerom...

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Will US debt burst the AI bubble? With Ruchir Sharma

Building data centres and running the US government have something in common: they cost a lot of money. Tech companies are borrowing heavily to fund the AI build out, just as Washington is borrowing vast sums to fund the US government, and those two borrowing binges may be on a c ...  Afficher plus

Memory chip mania isn’t going away, with Dan Kim

In recent months, part of the chip market has been going bananas. Prices for memory chips – which AI data centres use in droves – have rocketed, as US tech companies lock in massive orders. That’s bad news for consumers facing more expensive electronic devices. But what are the b ...  Afficher plus

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What’s really behind Europe’s 5% defense push
Brussels Playbook Podcast

As NATO leaders prepare to endorse a dramatic defense spending hike, Europe faces a reckoning: Where will the money come from — and will new tanks mean cuts to pensions? Host Sarah Wheaton speaks with Michelle Haas, a defense analyst at Ghent University and an associate fellow at ...  Afficher plus

Europe’s defence boom
Reuters Econ World

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 ...  Afficher plus

Nato: Who’s spending what?
Business Daily

Wary of the perceived threat from Russia, the countries that make up the Nato Western military alliance are upping their spending on the military. But not fast enough, according to former US president Donald Trump, who has made the issue part of his election campaign.So should go ...  Afficher plus

Future weapons: Rearming Europe
FT Tech Tonic

For European leaders, the war in Ukraine has strained relations with the US and prompted major questions about how the continent will defend itself in the future. Governments are boosting defence spending and defence tech companies' valuations have risen, particularly after the e ...  Afficher plus