Latest in Palantir becomes a ‘Trump trade’ as investors bet on higher defence spending
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Palantir becomes a ‘Trump trade’ as investors bet on higher defence spending
Peter Thiel-founded data company, whose biggest client is the US government, rises $23bn in value since electionWorld - Financial Times - 6 hours ago -
UK’s dual motive for higher defence spending raises problems
Trump era means government has to navigate competing pressures, but it must solve its procurement woes firstWorld - Financial Times - November 13 -
Trump return puts UK defence spending top of agenda
Politicians say we're living in dangerous times, and Trump is a lot less willing than Biden to pay for Europe's defence.Top stories - BBC News - November 9 -
Is the UK spending enough on defence?
And what Trump 2.0 could mean for Ukraine.Top stories - BBC News - November 10 -
Dollar weakens as investors rein in bets on Trump victory
Markets move after poll shows unexpected groundswell of support for Kamala Harris ahead of Tuesday’s electionBusiness - Financial Times - November 4 -
Trade, tech, defence: UK braces for policy flashpoints with Trump’s US
Key differences are set to test the transatlantic relationshipWorld - Financial Times - November 7 -
Palantir’s stock is moving to the Nasdaq. Why investors are cheering the move.
The change positions Palantir for entry into the Nasdaq 100 index, after it joined the S&P 500 several months back.Business - MarketWatch - 5 days ago -
Ukraine’s bonds jump as investors bet Trump will end war
Rally in dollar debt is unlikely ‘Trump trade’ and comes just months after huge restructuringWorld - Financial Times - 6 days ago -
FirstFT: Republicans complete Congress sweep
Also in today’s newsletter, France boycotts COP29 and renowned conservative lawyer diesWorld - Financial Times - 6 days ago -
Another billionaire investor positions for a Trump win. He’s placing ‘inflation trades.’
Legendary investor Paul Tudor Jones said Tuesday he’s moved his portfolio in the direction of a victory by Donald Trump in the Nov. 5 presidential election, but warned of a potential reckoning over ...Business - MarketWatch - October 23 -
Global ETFs slide as investors see Trump tariff policies hurting trade
Exchange-traded funds tracking international stocks broadly struggled as investors reacted to Donald Trump's victory.Business - CNBC - November 6 -
Trump election win spurs US stocks to strongest week in a year
S&P 500 breaks through 6,000 for first timeBusiness - Financial Times - November 8 -
Bitcoin, dollar and Tesla jump as investors pile into ‘Trump trades’
Markets expect US president-elect to take light-touch approach to regulationBusiness - Financial Times - November 11 -
FirstFT: Meet Trump’s hawkish foreign policy team
Also in today’s newsletter, Wall Street bonuses set to jump after two fallow years and China unveils new stealth jetWorld - Financial Times - November 12 -
Economists warn Trump’s policies will trigger inflation
US president-elect won on claims he could rid of high prices yet many analysts think he will do the oppositeWorld - Financial Times - November 6 -
Defence chief calls for more spending on military
Treasury minister Darren Jones says defence spending should rise to 2.5% of GDP, but avoids saying by when.Top stories - BBC News - November 10 -
Investors are bracing for higher-for-even-longer interest rates
Friday’s stronger-than-expected economic data, combined with fresh remarks from Federal Reserve Chairman Jerome Powell on Thursday, were adding up to a shift in market participants’ thinking about ...Business - MarketWatch - 4 days ago -
Sports Direct owner Frasers walks away from Mulberry bid; oil tumbles, dollar rallies – business live
Gold hits record high as conflict in the Middle East prompts investors to seek safe-haven assets. Azerbaijan, the host of the Cop29 global climate summit , will see a large expansion of fossil ...World - The Guardian - October 23 -
Trump just might be able to impose higher tariffs without starting a trade war
The president-elect’s trade policies are still uncertain. But here are some potential pros and cons.Business - MarketWatch - 3 days ago -
Bitcoin surges 10% to a record above $76,000 as Trump victory heralds wider crypto adoption and weaker regulation
Crypto assets rose as investors bet that a second Trump administration will widen fiscal deficits and boost bitcoin as a hedge against higher inflation.Business - CNBC - November 6 -
Election-betting odds are swaying some stock-market investors as Trump’s chances improve
Stock-market investors appear to be taking cues from shifts in betting markets that show a rising probability not only of Donald Trump winning the presidency on Nov. 5, but of Republicans also ...Business - MarketWatch - October 24 -
Why ‘Trump trades’ and ‘Harris trades’ could be just regular stock-market bets
Here’s what the S&P 500 sectors are really saying about their presidential election preference.Business - MarketWatch - November 2 -
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Tech investor Klaus Hommels targets defence start-ups in Europe
Founder of VC firm Lakestar plans to use more than €100mn of his own money in push to build region’s resilienceWorld - Financial Times - 4 days ago -
AI demand drives growth and higher spending at Amazon’s cloud business
Ecommerce company’s shares rise as it also gives an upbeat forecast for the holiday quarterBusiness - Financial Times - October 31 -
ETFs are becoming an active choice for UK investors
Globally, actively managed ETFs have captured a quarter of flowsWorld - Financial Times - 6 days ago -
Nissan Becomes Activist Investor's Next Japanese Target
Effissimo Capital Management says it has built a stake days after the carmaker unveiled sweeping restructuring and cost-cutting plans.Business - The Wall Street Journal - 5 days ago -
Sunak accuses Reeves of breaking election promises on tax
Tory leader says Labour chancellor is ‘fiddling the fiscal rules’ in her first BudgetBusiness - Financial Times - October 30 -
Capital gains tax calculator: how are you affected?
UK chancellor Rachel Reeves has announced an immediate increase in her first BudgetBusiness - Financial Times - October 30 -
Verizon-Frontier deal goes to the wire as investors demand higher price
Telecoms group offered rich premium in $20bn deal but some shareholders may hold out for moreBusiness - Financial Times - November 8 -
U.K. Budget Makes a Big Bet on Spending for Growth
The Labour Party is betting that extra spending on public services and more investment will eventually revitalize the country’s stagnant economy.Business - The New York Times - October 31 -
Six cities, one question: is China’s property market turning a corner?
From Shanghai to Guangzhou and Beijing to Foshan, buyers and agents voice concerns ahead of next phase of stimulusWorld - Financial Times - November 5 -
Indonesia steps up trade protectionism with Apple and Google phone bans
South-east Asia’s largest economy pushes foreign tech groups to invest locally or lose market accessWorld - Financial Times - November 5 -
Amazon's satellite spending has investors on edge. The payoff may be worth the wait
Amazon is pouring money into satellite internet service Project Kuiper. Investors have questions on what it means for profits.Business - CNBC - October 28
