Money Briefing: Nebius unveils plans to build one of Europe's largest AI factories as region scrambles for compute Strategic angle: Europe is racing to create the infrastructure needed to power the AI boom. Editorial Staff Mar 31
Money Briefing: U.S. gasoline hits $4 per gallon, highest since 2022, as Iran war drives up fuel prices Strategic angle: Families are feeling the financial impact from the U.S. war with Iran as gasoline prices surge. Editorial Staff Mar 31
Money Briefing: Iran's attacks on aluminum producers are sending 'shockwaves' through the metals market Strategic angle: Aluminum hit prices not seen since 2022 after Iranian attacks on two Middle Eastern producers over the weekend, amid fears of a supply crisis. Editorial Staff Mar 31
Money Briefing: Inflation worries become growth worries Strategic angle: A longer war makes long bonds interesting Editorial Staff Mar 31
Money Briefing: South Korea proposes extra $17 billion budget to cushion energy costs fueled by Iran war Strategic angle: Seoul imports 94% of its energy needs, and almost 72% of its crude oil comes from the Middle East. Editorial Staff Mar 31
Money Briefing: Oil and war top financial markets worry list for an uncertain Q2 - Reuters Strategic angle: Financial markets are increasingly concerned about the impact of oil prices and geopolitical tensions as they approach Q2. Editorial Staff Mar 31
Money Briefing: Three niche commodity prices are surging. What they show about China's grip on supply chains Strategic angle: In the wake of the Iran war, prices are surging for critical elements used in defense and the semiconductors that power artificial intelligence advances. Editorial Staff Mar 31
Money Briefing: Cracks appear in US-UK security co-operation after Trump-Starmer tensions Strategic angle: Differences over war in Iran are hitting working relationships between diplomats, officials and military personnel. Editorial Staff Mar 31
Money Briefing: Foreign central banks sell US Treasuries in wake of Iran war Strategic angle: International official holdings at New York Federal Reserve fall to lowest level since 2012 Editorial Staff Mar 31
Money Briefing: Why do politicians want AI to go faster? Strategic angle: Bullish rhetoric about ‘unleashing’ the technology is badly out of touch with the sensibilities of many voters. Editorial Staff Mar 31
Money Briefing: ‘Pump anxiety’ from soaring fuel prices prompts surge in interest in EVs Strategic angle: Increased costs since outbreak of Middle East conflict prompt more test drives and advert views Editorial Staff Mar 31
Money Briefing: Swiss lawmakers signal compromise on $22bn UBS capital plan Strategic angle: Decision could be published in April with foreign capital requirements component moving to parliament for debate Editorial Staff Mar 31
Money Briefing: In trade’s ‘law of the jungle’, the winners are clear Strategic angle: It is China and the US that prosper when power sets the terms for global commerce Editorial Staff Mar 31
Money Briefing: Iran’s hackers go to war Strategic angle: Tehran’s cyber operatives have sought to sow fear and hoover up intelligence in series of attacks in Israel and the US Editorial Staff Mar 31
Money Briefing: Indian mobile giant Airtel raises $1 billion for data centers from Carlyle, other PE firms Strategic angle: Signaling rising global interest in India’s data‑center sector, Bharti Airtel has attracted private‑equity interest as it seeks to raise $1 billion. Editorial Staff Mar 31
Money Briefing: Oil prices reverse course to fall as traders assess Trump comments on Iran war Strategic angle: Oil prices fell on Tuesday as President Donald Trump reportedly expressed willingness to end military hostilities against Iran. Editorial Staff Mar 31
Money Briefing: China's factory activity returns to growth, expanding at its sharpest pace in a year Strategic angle: China's official gauge for manufacturing activity pointed to a better-than-expected expansion in March, snapping two months of declines. Editorial Staff Mar 31
Money Briefing: CNBC's The China Connection newsletter: China's AI race enters a new phase Strategic angle: A new frontier is shaping up for companies that want to make money with artificial intelligence. Editorial Staff Mar 31
Money Briefing: US Trade Representative Slams WTO After Ecommerce Tariff Talks Fail Strategic angle: Jamieson Greer criticizes the WTO, stating that the US will pursue alternative routes to extend the freeze on ecommerce tariffs. Editorial Staff Mar 31
Money Briefing: Stock futures jump, oil prices retreat on report Trump willing to end war Strategic angle: MarketWatch reports a positive shift in stock futures and a decline in oil prices amid geopolitical developments. Editorial Staff Mar 31