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  • Swamp Notes: Listener mailbag, the election and 2025
    2024/12/21

    Are the Democrats doomed? Which world leaders are happiest to see Trump back in the White House? And why are investors flooding into American stocks? The FT’s US managing editor Peter Spiegel and global business columnist Rana Foroohar answer all of your questions after a wild year in US politics.


    Mentioned in this podcast:

    Trump team aims to bankrupt Iran with new ‘maximum pressure’ plan

    How ‘the mother of all bubbles’ will pop

    Sign up for the FT’s Swamp Notes newsletter here


    Swamp Notes is produced by Ethan Plotkin, Sonja Hutson, Lauren Fedor and Marc Filippino. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. Special thanks to Pierre Nicholson.


    Read a transcript of this episode on FT.com


    Hosted on Acast. See acast.com/privacy for more information.

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    14 分
  • Why Microsoft needs nuclear energy
    2024/12/20

    A number of cryptocurrency-focused hedge funds are outpacing their rivals, the Bank of England holds interest rates at 4.75 per cent, and Microsoft has partnered with a utility company to restart a controversial reactor at Three Mile Island.


    Mentioned in this podcast:

    Hedge funds cash in on Trump-fuelled crypto boom

    Bank of England holds interest rates at 4.75%

    Behind the Money: How the AI boom is reviving Three Mile Island


    The FT News Briefing is produced by Niamh Rowe, Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help from Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.


    Read a transcript of this episode on FT.com


    Hosted on Acast. See acast.com/privacy for more information.

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    11 分
  • What 2024 taught central bankers
    2024/12/19

    The Federal Reserve cuts interest rates by a quarter-point but signals a slower pace of easing, and we look back at what central banks learned in 2024. The US Supreme Court says it will hear TikTok’s appeal against a divest-or-ban law, and Honda-Nissan talks aim to rescue Japan’s fragmented automotive industry.


    Mentioned in this podcast:

    Fed cuts rates by a quarter-point but signals slower pace of easing

    Five central banking lessons for 2024

    US Supreme Court to hear arguments challenging law that could ban TikTok

    Honda-Nissan merger talks mark Japan Inc’s new consolidate-to-survive mood


    The FT News Briefing is produced by Niamh Rowe, Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help from Marine Saint, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.


    Read a transcript of this episode on FT.com


    Hosted on Acast. See acast.com/privacy for more information.

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    10 分
  • Javier Milei scores Argentina economy win
    2024/12/18

    Argentina emerged from a severe recession in the third quarter, Microsoft buys twice as many of Nvidia’s chips as any of its largest rivals, KPMG narrows the gap with the other Big Four firms, and Huawei sets sights on becoming a big supplier to the electric car industry. Plus, pub chains express frustration over shortages of Guinness in the run-up to Christmas.


    Mentioned in this podcast:

    Microsoft acquires twice as many Nvidia AI chips as tech rivals

    Argentina’s economy exits recession in milestone for Javier Milei

    KPMG outpaces Big Four rivals as audit and tax units shine

    ‘A different animal’: inside Huawei’s nascent EV business

    Diageo ‘better get brewing’, says Wetherspoons head amid Guinness shortage


    The FT News Briefing is produced by Niamh Rowe, Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help from Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.


    Read a transcript of this episode on FT.com


    Hosted on Acast. See acast.com/privacy for more information.

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    10 分
  • AI investors look beyond chips
    2024/12/17

    Japan’s SoftBank unveils $100bn US investment plans, fervour around Nvidia cools as investors look to AI’s next winners, and Europe launches its most ambitious space programme in a decade. Plus, in Syria, Kurdish groups fear they may be worse off under a rebel-led government.


    Mentioned in this podcast:

    Japan’s SoftBank pledges $100bn investment in US

    After Nvidia’s boom, what’s next for AI-related stocks?

    Europe signs €10.6bn Iris² satellite deal in bid to rival Elon Musk’s Starlink

    Syria’s Kurds fear US betrayal under Donald Trump

    Credit: AP


    Send us your questions for Swamp Notes! Write to ethan.plotkin@ft.com.


    The FT News Briefing is produced by Niamh Rowe, Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help from Marine Saint, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.

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    11 分
  • Arm and Qualcomm head to court
    2024/12/16

    Germany’s Olaf Scholz is expected to lose a confidence vote in parliament on Monday, and Arm and Qualcomm’s bitter legal feud over chip design licensing is heading to trial. The London Stock Exchange is on course for its worst year for departures since the financial crisis. Plus, investors’ appetite for juicy returns has triggered a big boom on Wall Street in complex financial products.


    Mentioned in this podcast:

    Olaf Scholz faces confidence vote — and hopes to lose it

    Wall Street’s complex debt bonanza hits fastest pace since 2007

    London Stock Exchange suffers biggest exodus since financial crisis

    Chip groups Arm and Qualcomm square off in high-stakes US trial

    ‘No political authority’: South Korea’s interim leader faces daunting task


    Send us your questions for Swamp Notes! Write to ethan.plotkin@ft.com.


    The FT News Briefing is produced by Niamh Rowe, Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help from Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.


    Read a transcript of this episode on FT.com


    Hosted on Acast. See acast.com/privacy for more information.

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    11 分
  • Swamp Notes: Europe in the age of America First
    2024/12/14

    Europe has been able to predictably lean on the US for decades. But Donald Trump used tariffs and other economic threats to test those assumptions in his first term, and he looks set to do so again. The FT’s EU correspondent Andy Bounds and US climate correspondent Aime Williams join to discuss how the EU is preparing (again) for a more confrontational America.


    Mentioned in this podcast:

    EU strikes blockbuster trade deal with Mercosur

    EU commissioner pitches ‘Europe first’ in response to Donald Trump

    Sign up for the FT’s Swamp Notes newsletter here


    Questions about US politics for next week’s Swamp Notes? Email them to ethan.plotkin@ft.com.


    Swamp Notes is produced by Ethan Plotkin, Sonja Hutson, Lauren Fedor and Marc Filippino. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. Special thanks to Pierre Nicholson.


    Read a transcript of this episode on FT.com


    Hosted on Acast. See acast.com/privacy for more information.

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    16 分
  • The dangers of investor groupthink
    2024/12/13

    HSBC is reviewing its retail banking operations outside the UK and Hong Kong, and the European Central Bank cut interest rates by a quarter-point to 3 per cent. The FT’s markets columnist Katie Martin provides a few insights for investing in 2025. Plus, human referees are set to be increasingly phased out as machines become more efficient at making critical decisions in sport.


    Mentioned in this podcast:

    HSBC reviews retail banking outside UK and Hong Kong

    Donald Trump election win sparks trading surge for banks and brokers

    ​​ECB lowers rates to 3% and paves way for more cuts

    In sport, the race is on to let technology decide who wins


    Send us your questions for Swamp Notes! Write to ethan.plotkin@ft.com.


    The FT News Briefing is produced by Niamh Rowe, Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help from Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.


    Read a transcript of this episode on FT.com


    Hosted on Acast. See acast.com/privacy for more information.

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    13 分