Events
Email Briefings
Home
Politics
Business
Technology
Energy
Gulf
Africa
Security
Media
CEO Signal
Semafor World Economy
Events
Email Briefings
Podcast
About
Speakers Bureau
Careers
Privacy
© 2026 Semafor Inc.
Home
Politics
Business
Technology
Energy
Gulf
Africa
Security
Media
CEO Signal
Semafor World Economy
Events
Email Briefings
Podcast
About
Speaker Bureau
Careers
Privacy
© 2026 Semafor Inc.
D.C.
BXL
Lagos
Riyadh
Beijing
SG
Events
Email Briefings
Intelligence for the New World Economy
D.C.
BXL
Lagos
Riyadh
Beijing
SG
Intelligence for the New World Economy
Home
Politics
Business
Technology
Energy
Gulf
Africa
Security
Media
CEO Signal
Semafor World Economy
Events
Email Briefings
Podcast
About
Speakers Bureau
Careers
Privacy
© 2026 Semafor Inc.
Home
Politics
Business
Technology
Energy
Gulf
Africa
Security
Media
CEO Signal
Semafor World Economy
Semafor Business
🟡 Semafor Business: System check
In this edition, parsing what’s real versus systemic in the latest market concerns, and what corporate America wants to hear from Trump.
→
Sign up for Semafor Business:
The stories (& the scoops) from Wall Street.
Email address
Sign Up
Credit Suisse trader fired for Archegos mess wins $8M in back pay
UBS isn’t done paying for its emergency rescue of Credit Suisse yet.
Denis Balibouse/Reuters
Paramount bets that politics, price will win it Warner Bros.
David Ellison’s new bid puts the media scion back in the running for a company that should have been his from the start.
Mike Blake/File Photo/Reuters
German Chancellor Merz visits Beijing for talks on trade relations
The German leader is facing calls to protect domestic industry, though US unpredictability means he is also under pressure to diversify trade.
Andreas Rinke/File Photo/Reuters
FedEx sues US government for tariff reimbursement
The lawsuit is the first filed by a major US company since the Supreme Court ruled that Trump’s controversial tariffs were illegal.
Charles Platiau/Reuters
Trump’s approval rating falls ahead of State of the Union
The US president will use today’s address to defend his stewardship of the economy, as many Americans sour on its outlook.
Kevin Lamarque/File Photo/Reuters
Brazil seeks new trade allies amid tariff uncertainty
Brasília and Delhi agreed to a mining pact following Lula’s visit to India last week.
Jeon Heon-Kyun/Pool via Reuters
CEOs weigh seeking US tariff refunds after Supreme Court ruling
The Supreme Court ruling cancelling Trump’s tariffs could result in the doling out of refunds, which could amount to billions of dollars.
US Supreme Court block of Trump’s tariffs creates global trade chaos
The ruling blocking the “Liberation Day” tariffs has thrown trade deals into doubt and heaped uncertainty on global business, analysts said.
Uncertainty abounds for countries after US tariff ruling
World governments had a muted reaction to the US Supreme Court ruling against President Donald Trump’s tariffs, as Washington’s trade policy remains clouded in uncertainty.
Supreme Court’s tariffs ruling weakens Trump’s leverage
The US Supreme Court’s ruling striking down most of President Donald Trump’s tariffs marks a major setback for his economic agenda and weakens his ability to wield the duties as a geopolitical cudgel, analysts said.
Wall Street’s HALO trade ramps up
Burgers and tractors are winning out on Wall Street as investors gravitate toward stocks that seem least exposed to AI disruption.
Howard Lutnick’s old firm did not, in fact, profit from Supreme Court tariff ruling
Cantor Fitzgerald considered selling products tied to the court’s tariff ruling, handed down Friday, but did not, wary of the political sensitivities.
Investors pivot to European stocks amid US uncertainty
The continent’s funds have seen steady inflows over the last 12 months, after years of outflows, as pessimism over Europe’s economy fades.
AstraZeneca’s CEO on competing in the new world order
Pascal Soriot says Europe “cannot be naive” about the rivalry with the US and China.
Why the Port of Long Beach is betting that US imports will continue to grow
Noel Hacegaba aims to handle twice as many containers, even as trade tensions mount.
Calm’s CEO on the mental health struggle at the top of big companies
David Ko sees stress and sleep deprivation taking a toll on executives’ decision-making.
Corporate America’s Trump bet at risk as Democrats threaten probes
Last year was a bumper job market for MAGA insiders. Democratic legislative staffers may soon become the most sought-after corporate hires in 2026.
Wall Street’s 120-hour work weeks go on trial
A banker fired by Centerview in 2020 two months into her employment says the firm wouldn’t accommodate her medical need for eight hours of sleep a night and is seeking millions of dollars in compensation.