28-07-2026 06:31 via ft.com

FirstFT: TotalEnergies to benefit from Russian sanctions U-turn

Also in today’s newsletter: AI’s rising risk gauge and the storms intensifying wildfires

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French shipping group boosted as customers stockpile to beat Trump tariffs

Equity outlook: Where are the investment opportunities beyond big tech and AI?

Equity outlook: Where are the investment opportunities beyond big tech and AI?

The bad equilibrium in the energy market

AI boom raises risks of monetary policy mistakes, warn BIS economists

FirstFT: Tech stocks spiral lower

Singapore warns of economic risks if global AI boom falters

Tariffs and Treasury yields

Bank of England to raise rates this year if energy prices stay high

Trump’s ability to talk down oil prices is being tested

Funding gaps hobble western critical mineral objectives, says report

Funding gaps hobble western critical mineral objectives, report says

China needs a new growth model

AI stock sell-off deepens as investors dump chipmakers

Trump seeks to revive his bond with blue-collar America