Latest in Defence Sector Warns
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Trump tariffs would hurt US defence sector, warns Beijing adviser
Chinese government-affiliated expert says America would bear brunt of trade measures promised by president-electWorld - Financial Times - 7 hours ago -
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Banks warn UK Treasury of risk of sector turmoil after car finance ruling
Lenders meet government officials and regulators over fallout from court judgment on ‘secret’ auto loan commissionsBusiness - Financial Times - October 29 -
Is the UK spending enough on defence?
And what Trump 2.0 could mean for Ukraine.Top stories - BBC News - November 10 -
Can the private sector deliver Labour’s housebuilding boom?
Government still has to tackle how commercial incentives limit supply of new homesWorld - Financial Times - October 23 -
There’s a ‘generational opportunity’ for investors in this sector, says JPMorgan
Look to real estate as stocks’ high valuations means they may not offer great returns in coming yearsBusiness - MarketWatch - October 28 -
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Governments should crowdsource defence innovation
Bright ideas are not the monopoly of those holding jobs in national securityWorld - Financial Times - October 23 -
Honeywell signs deal with Google to bring Gemini generative AI to industrial sector
Honeywell has signed a deal with Google to bring generative AI from its Gemini model and Vertex cloud platform together with industrial's massive data set.Business - CNBC - October 21 -
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Silicon Valley’s General Catalyst raises $8bn in global push
New money is the largest sum raised by a venture capital firm in more than 2 yearsBusiness - Financial Times - October 24 -
Aware Super and Delancey to invest up to £1bn in London’s office sector
Australian pension fund partners with UK property group in bet on asset class hit by higher rates and remote workingBusiness - Financial Times - October 24 -
Late-night London struggles to keep the lights off
Noise complaints, costly overheads and restrictive permit laws take their toll on the capital’s after-hours economyWorld - Financial Times - October 25 -
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This ETF has trounced the S&P 500 with bets on AI in a surprising sector
Macrae Sykes of Gabelli Funds explains his strategy, which looks beyond the Nvidia-focused AI hardware buildout.Business - MarketWatch - October 26 -
ISM factory index drops, marking 7th straight month below growth threshold
The malaise that has loomed over the manufacturing sector for the better part of the past two years seems like it will continue, according to one economist.Business - MarketWatch - November 1 -
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Canada Announces Carbon Emission Caps for Oil and Gas Sectors
The Trudeau government has focused on the oil and gas production industries because the large amounts of energy they use make them the country’s largest source of greenhouse gases.World - The New York Times - November 4 -
Markets pop ahead of election results on solid service sector data
Stocks closed sharply higher Tuesday as activity in the U.S. services sector jumped to a more than two-year high, displaying underlying strength in the economy as voters headed to the polls. The ...Politics - The Hill - November 5 -
Mexico to Court Private Investment in Power Sector to Support Green Energy
Mexican President Claudia Sheinbaum is open to more private investment in the electricity sector as her government seeks to meet increased energy needs with a focus on renewables while recovering ...World - The Wall Street Journal - November 11 -
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Reeves seeks reform of UK consumer redress in financial services sector
Chancellor considers overhaul as lenders face potential multibillion-pound bill for alleged mis-selling of car financeBusiness - Financial Times - 5 days ago -
FCA to give car finance sector more time to handle surging complaints
UK financial regulator launches consultation after landmark Court of Appeal rulingWorld - Financial Times - 5 days ago -
Climate action in fossil fuel sector has ‘stalled’, says report
Also in today’s newsletter, why private capital will not suffice for Africa’s climate needsWorld - Financial Times - 4 days ago -
Jim Cramer names hot sectors that could use a pullback
CNBC's Jim Cramer on Thursday named sectors that have seen major gains recently and warned investors not to buy them while they're hot.Business - CNBC - 3 days ago -
UK and Germany to sign 'landmark' defence agreement
The deal will see both countries work together to develop new long-range missiles and drones.Top stories - BBC News - October 23 -
Netanyahu fires Israel’s defence minister Gallant
Prime minister said ‘significant gaps’ had emerged over the management of the warBusiness - Financial Times - November 5 -
Protests erupt in Israel after Netanyahu fires defence minister
Benjamin Netanyahu says there is a "crisis of trust" between him and Yoav Gallant, and replaces him with Israel Katz.Top stories - BBC News - November 6 -
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Trump victory hands hedge funds $1.2bn win from bet against renewables
Clean energy shares have tumbled on fears Republican president-elect will scrap subsidies and tax breaksWorld - Financial Times - November 8 -
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 -
Why Trump’s election will not tank European defence stocks
Europe still has decades of under-investment in security to addressWorld - Financial Times - November 11