14-08-2026 12:01 via ft.com

FirstFT: Iran war pushes up mortgage costs for borrowers

Also in today’s newsletter: Anthropic and ChatGPT launch cheap models, and Venezuela requests return of 31 tonnes of gold

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FirstFT: Europe trails as AI drives US investment

Analysts’ views: forecasters continue to see Fed and Bank of England on hold this year

US widens AI-driven investment gap with Europe

How climate is driving new geostrategy

Treasury brings in expert to review business rates for UK pubs and hotels

FirstFT: Kevin Warsh seeks to calm investors’ nerves as signs of economic strain grow

Trump accused of risking more pain for Americans with Canada trade war

A week of keynote speeches

Starmer considered letting 100,000 young Europeans come to UK every year

How worried should the bond market be about US inflation?

Healey’s first Budget is a chance for radical change

Government can bring robotics to life

‘Friedrich Merz's fate is a warning for Andy Burnham’

‘Friedrich Merz's fate is a warning for Andy Burnham’

Infrastructure fund INPP defies the sceptics

Infrastructure fund INPP defies the sceptics