A transformed trade relationship has left Europe’s farmers vulnerable to retaliation
‘Long-expected deceleration’ in consumer spending may now be under way, says Adriana Kugler
Inspections of popular fruit on hold as criminal violence threatens multibillion-dollar trade
Politicians should acknowledge how much we could lose in the new era of suspicion, protectionism and interventionism
They are real, whether countries choose to pay upfront or brush them under a giant rug
Populism is often strongest in big-spending social democracies
Also in today’s newsletter, Biden to announce biggest immigration policy reform in years and the IMF’s ‘profound concerns’ about AI
Advanced economies’ central banks expect the metal’s share of global reserves to rise at the expense of the dollar
Promotions are up but sales remain muted in sign that demand is not recovering
Delay by US central bank in easing monetary policy could jeopardise soft economic landing
Xi Jinping’s absence for 50-year anniversary of diplomatic ties rankles PM Anwar Ibrahim’s government
UK in a Changing Europe says proposal to improve trading relationship with the bloc would have limited benefit
Both the far right and leftwing are touting populist and uncosted policies
Also in this newsletter: defence hiring spree, Reeves’ plan for growth, managing Gen Z
IG Metall makes its pitch for millions of electrical and metal workers in the country’s manufacturing heartlands
‘Steel wars’ with China show how difficult it is to contain global tariffs
Soumaya Keynes asks Olivier Blanchard on The Economics Show
Fund says governments should do more to protect their economies in face of massive potential labour disruptions
We would likely get a harder edged, more insular, xenophobic and paranoid version in the White House second time around
Philip Lane says sell-off of country’s debt does not meet criteria to invoke central bank’s emergency powers
Brussels uses calibrated legal action to structure negotiation with Beijing
Also in today’s newsletter, Apple supplier claims solid-state battery breakthrough and understanding Gen Z
Premier Li Qiang visits miners and winemakers as Canberra and Beijing put trade dispute behind them
Investigation comes after Brussels imposes tariffs on Chinese EVs as trade tensions rise
Economist and member of China’s five-year plan committee reflects on geopolitical and trade tensions — including electric vehicle exports
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