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The catalyst for the surge is twofold. The first is the deepening US restriction regime around Nvidia's most capable chips, which has constrained the volumes of H200, B200 and Blackwell-class hardware that can ship to mainland Chinese customers and added regulatory and pricing friction …

The trajectory matters for more than the next news cycle. With midterm elections approaching, with crucial legislative battles still unresolved on the Hill and with markets pricing the path of US policy on tariffs, taxation and energy, a sustained loss of public confidence in …

More than a year after the Trump administration imposed sweeping new tariffs on imports from major trading partners, UK exports to the United States remain materially below their pre-Tariff/">Tariffbaselines. A 10 per cent baselineTariff/">Tariffcontinues to apply to most UK goods entering the US, with …

The yen surged by as much as 3 per cent on Thursday, its largest single-day rally in more than three years. Atsushi Mimura, Japan's vice minister of finance for international affairs and Tokyo's chief currency diplomat, told reporters that the government stood ready to …

Between 1 March and 24 April, an average of around 20 commercial vessels rounded the Cape every day, more than three times the level recorded over the same period in 2023, according to industry tracking data. Transit times between Asia and Europe have lengthened …

A solid year for the FTSE 100's biggest defence nameBAE Systems has had a strong but not spectacular year by recent standards. The shares are up 16.19% over the twelve months to 1 May 2026, slightly behind the FTSE 100's 21.36% rise but extending …

A year of strategic deliveryAviva has had one of the cleaner stories on the FTSE 100 in the past twelve months. The shares are up 11.29% over the year to 1 May 2026, lagging theindex/">index's 21.36% advance but delivering a respectable mid-cycle return for …