German company’s shares under pressure over profitability concerns and questions about the future of warfare
Intel surges above dotcom-era high in latest milestone for tech-powered rebound
World’s biggest asset manager had been more bullish on region at start of year but says stocks are no longer cheap
Oil prices dropped following the news on chance that the Strait of Hormuz would re-open
Short positions rise sharply as traders eye economic fallout from Iran war
Iranian strikes on Qatari natural gas complex send US and European markets reeling
Oil briefly hit $85 a barrel as Iraqi production shuts down because so few tankers risk journey through Strait of Hormuz
A foreign terrorist designation without secondary sanctions and sustained pressure is unlikely to succeed
There is a strong case for European companies to be listed in Europe where analysts and investors are closest to the story
Inflows on track for all-time high in February as global fund managers seek alternatives to expensive US tech shares
Shares fall 16% as Europe’s largest software company says its cloud backlog growth will ‘slightly decelerate’
The tide is turning against value shares as government bond yields decline
Rather than pursuing grand institutional designs, pragmatic steps are needed to unlock capital to boost growth
Performance of Czechoslovak Group underlines strong investor demand for defence companies
Plus mid caps play catch-up
London’s blue-chip stock index benefits from surge in banking and mining shares in 2025
Menaced by Russia and bullied by America, a potential Ukraine peace deal is not guaranteed to usher in prosperity
Chinese artificial intelligence advances and effects of Trump’s trade war have boosted markets outside the US
A €90bn Ukraine loan should mark the beginning of a more decisive and ambitious EU
Money to be borrowed against bloc’s budget after leaders fail to agree on proposal using Moscow’s funds
France sided with Belgium, Italy and smaller states in backing Ukraine funding raised against EU budget
Also in this newsletter: Why Brussels’ U-turn on combustion engines won’t halt EVs
Volodymyr Zelenskyy joins Brussels summit as Belgium resists pressure to drop opposition to using Russia’s frozen assets
The FT’s guide on what to look out for on Friday
Also in this newsletter: Mercosur’s last chance
