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1 dag geleden

French government in crisis mode after a weekend of riots

France is reeling after "unprecedented" violent riots, America’s debt-laden $10tn AI infrastructure boom is a reckoning for the data centre build-out underpinning the US economy, and Albertans gear up to vote today on whether to leave Canada. Mentioned in this podcast: France reels after ‘unprecedented’ violent riots Macron faces political firestorm after riots ‘The Switzerland of North America’: Albertans vote on leaving Canada America’s $10tn AI infrastructure boom is starting to fray Microsoft pulls plug on Nscale data centre deal Want to get in touch? Email us at podcasts@ft.com Note: The FT does not use generative AI to voice its podcasts. Until 28th October you can save on a standard annual digital subscription at ft.com/briefingsale The FT News Briefing is produced by Sonja Hutson, Saffeya Ahmed, and Josh Gabert-Doyon. Our editor is Marc Filippino. Our video producer is Zachary Alfred. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Vanessa Brown, Peter Barber and David da Silva. Our executive producer is Topher Forhecz. Flo Phillips is the FT’s global head of audio. The show’s theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
5 dgn geleden

What’s at stake in the Saudi-Houthi conflict?

Saturday’s missile strike on King Khalid International Airport in Riyadh was the deadliest attack on Saudi Arabia since the US and Israel’s war on Iran began in February. By bringing the conflict to the heart of Saudi Arabia, Houthi rebels are hoping to inflict economic damage on the kingdom, which is in the midst of an ambitious programme to diversify away from oil. How effective has the Houthi campaign been so far? How will Saudi’s allies, including the US, Turkey and Pakistan, react to this danger? And why are the Houthis so hard to defeat? Gideon speaks to Emile Hokayem of the International Institute for Strategic Studies. Clip: BBC News Subscribe to Gideon’s show on Apple, Spotify, Pocket Casts or wherever you listen. Further reading: Military briefing: Houthis expose limits of Saudi Arabia’s vast arsenal Houthi assault on Saudi airports strikes at MBS’s economic vision Houthis attack Saudi Aramco headquarters Presented by Gideon Rachman. Produced by Mischa Frankl-Duval. The senior producer was Laurence Knight. Sound design is by Samantha Giovinco and Breen Turner. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
4 dgn geleden

The AI boom stumbles

Tech stocks and bonds took a kicking on Thursday, adding urgency to a question investors have been asking themselves for months now: is the AI boom about to go splat? Katie Martin and Rob Armstrong sense a great disturbance in the Force. But if the bubble really is about to burst, where can investors run for shelter? Plus, Rob shorts the letter K, and Katie shorts protein recycling. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
6 dgn geleden

Mortgages, diesel and the US midterms

US consumers are still in love with buying things, buoyed by stock markets that are near all-time highs. But could sky-high mortgages and diesel prices spoil their shopping spree? And if the strains on the economy continue, what does that mean for the November midterm elections? Katie Martin and Rob Armstrong ask how long the stock market wealth bubble can prop up the US economy. Plus, Rob shorts silly jackets and Katie shorts silly smokers. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. Credit to Roderick MacLeod for the Charts on the Radio jingle! You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
8 okt

What would a Bolsonaro victory in Brazil mean for the world?

Flávio Bolsonaro took a clear lead in the first round of Brazil’s presidential election, and is the favourite to assume power after a run-off against the incumbent, Lula Ignacio da Silva, later this month. Will Flávio, who is the son of imprisoned former president Jair Bolsonaro, follow his father’s playbook, by cosying up to Trump and slashing environmental regulations – or will he follow a more moderate path? Gideon speaks to Oliver Stuenkel, a professor at the Getulio Vargas Foundation in Brazil and fellow with the Carnegie Endowment in Washington, to find out how a Bolsonaro victory would change Brazil. They discuss Brazil’s relations with the US, China, and its Latin American neighbours: and they examine why whoever wins the Brazilian election is unlikely to have a long honeymoon period. Clips: APT Subscribe to Gideon’s show on Apple, Spotify, Pocket Casts or wherever you listen. Further reading: Brazil’s Bolsonaro dynasty closes in on stunning comeback Brazil’s Bolsonaro comeback exposes Lula’s weakness Brazil’s markets surge as investors bet on Flávio Bolsonaro election win Presented by Gideon Rachman. Produced by Mischa Frankl-Duval. The executive producer is Manuela Saragosa. Sound design is by Sean McGarrity Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
8 okt

Is France too blasé about borrowing costs?

France’s borrowing costs are skyrocketing. And its leading candidates for next April’s presidential elections - on both extremes of the political spectrum - seem alarmingly unalarmed. All of this gives hosts Katie Martin and Rob Armstrong, and markets correspondent Ian Smith, a bad feeling about where things might be headed. So does another eurozone crisis beckon? Plus, Katie and Rob go long Norway and John Le Carré, while Ian shorts oversized cars. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
4 dgn geleden

Lessons in communication for Kevin Warsh. With Chris Giles

It is not a calm time in the markets. Investors are losing their cool while bond yields rise along with inflation. So where are central bankers? Offering words of calm? Or adding to the anxiety? The Fed’s Kevin Warsh has been telling people they need to look to the data, not to him. But is it that simple? The FT’s Chris Giles joins host Soumaya Keynes to talk through what makes for good central banker communication – and what happens if the message gets lost. Subscribe to Soumaya's show on Apple, Spotify, Pocket Casts or wherever you listen. Presented by Soumaya Keynes. Produced by Katya Kumkova. Original music and sound design by Breen Turner. Manuela Saragosa is the executive producer. Flo Phillips is the FT’s head of audio. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
6 dgn geleden

Why the French Revolution was a financial revolution - Part 1

The French Revolution was a bloody fight for liberty, equality and fraternity. But it was also a battle over money. In part 1 of our series on the French Revolution, host Robin Wigglesworth explores the revolution’s economic origins with Rebecca Spang, historian and author of Stuff and Money in the Time of the French Revolution. They look at the time of the ‘ancien régime’ and the reign of King Louis XVI, to the storming of the Bastille and the development of a controversial new currency called, at different times, both a “saviour of France” and a “poison". Further reading: Stuff and Money in the Time of the French Revolution by Rebecca L. Spang Vote for us! The Story of Money has been nominated for a Signal Award in the Money & Finance category. It’s a Listener Choice award, which means we need your help. Vote for us to win here. We appreciate your support! To enjoy future episodes, be sure to subscribe to The Story of Money wherever you get your podcasts, also on the show's dedicated YouTube channel here: https://www.youtube.com/@FTTheStoryOfMoney Host: Robin Wigglesworth Senior Producer: Michela Tindera Executive producer: Kate Ford Original music and sound design: Breen Turner Video editor: Michael Saliba Podcast development: Laura Clarke FT global head of audio: Flo Phillips Learn more at www.ft.com/tsom or get in touch at thestoryofmoney@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
3 dgn geleden

Burnham: straight-talker or loose cannon?

Is Andy Burnham's habit of speaking off the cuff getting him into trouble? From Brexit interference and Scottish independence to Manchester City, the prime minister's impromptu interventions are making headlines. Host Lucy Fisher is joined by deputy opinion editor Miranda Green and UK chief political commentator Robert Shrimsley to discuss whether Burnham's style is an asset or liability. Plus, Ukrainian President Volodymyr Zelenskyy visits Number 10, the Liberal Democrats are growing restless with their leader, and public policy editor Chris Smyth brings us the latest on the government's welfare reforms. Follow Lucy on X or Bluesky @LOS_Fisher, @lucyfisher.ft.com; Chris: @Smyth_Chris and @chris-smyth.bsky.social; Miranda:@greenmiranda and @greenmirandahere.bsky.social and Robert: @robertshrimsley and @robertshrimsley.bsky.social Want more? Russia ‘interfered’ in 2016 Brexit vote, says Andy Burnham One in 6 UK disability benefit claimants should not receive cash, says think-tank Young people to receive less cash but more job support under Milburn welfare plan How the Greens lost their party to the hard left EU leaders to urge Zelenskyy to rein in criticism of Trump Are the Liberal Democrat birds angry or just disappointed? Andy Burnham’s own goal Why I don’t write about the Liberal Democrats What will the UK Budget mean for Britain? Join Lucy Fisher and colleagues political editor George Parker, markets columnist Katie Martin, economics editor Sam Fleming and North of England correspondent Jen Williams for an exclusive FT subscriber webinar on October 29. To register, and send us your questions, go to ft.com/budget2026 Registration includes access to the video replay. Our email address is politicalfix@ft.com Presented by Lucy Fisher. Produced by Clare Williamson. The executive producer is Manuela Saragosa. Audio mix and original music by Breen Turner. The broadcast engineers are Andrew Giorgiades and Bianca Wakeman. The FT’s head of audio is Flo Phillips. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
9 okt

The EU vs China: it’s complicated. With Bernd Lange

Europe has a China problem. Every single day, Europe buys a billion euros’ worth more stuff from China than it sells back. And the EU wants to stand up to Beijing over surging exports, which are challenging European industry. But China is also a vital market for European businesses and a crucial supplier of goods and raw materials. So how do you pick a trade fight with a country you depend on? Host Soumaya Keynes speaks to Bernd Lange, the German MEP who chairs the European parliament’s international trade committee, about what Brussels can do to level the playing field with China. Plus, with President Donald Trump rewriting the rules of global trade, how can the EU ensure the US plays fair too? Subscribe to Soumaya's show on Apple, Spotify, Pocket Casts or wherever you listen. Presented by Soumaya Keynes. Produced by Katya Kumkova. Original music by Breen Turner, sound design by Sean McGarrity. Manuela Saragosa is the executive producer. Flo Phillips is the FT’s head of audio. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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