• Department of Justiceは先週、全米で研究および治療の選択肢を拡大することを目指し、Medical Marijuanaに対する法的規制を緩和したと発表しました。
• この政策転換により、医療プログラムを導入している州において、より多くの臨床研究や患者のアクセスが促進されることが期待されています。
• この変更は、連邦政府が承認したmarijuana研究に対する長年の障壁を解消するものであり、治療法の開発を加速させる可能性があります。
Companies are now seeking refunds on tariffs after supreme court ruled Trump’s emergency levies were illegalSign up for the Breaking News US email to get newsletter alerts in your inboxGeneral Motors is expecting a $500m tariff refund after the US supreme court struck down some of Donald Trump’s most sweeping levies.That has boosted the Detroit automaker’s outlook for 2026. On Tuesday, GM said it’s now looking to rake in $13.5bn-$15.5bn in earnings before interest and taxes this year – up from previous forecasts of $13bn-$15bn. Continue reading...
Widely dispersed wind farms and solar panels are harder to target than fossil fuel power stations, Michael Shanks saysRenewable energy will boost the UK’s national security and make the country more resilient against potential aggression or sabotage, the government’s energy minister has said.Michael Shanks said widely dispersed wind farms and solar panels were much harder to target than large-scale fossil fuel power stations. They are also not vulnerable to supply shocks, such as the current oil crisis caused by the US-Israel war on Iran and the soaring gas prices that followed Russia’s invasion of Ukraine in 2022. Continue reading...
• Nvidia shares jumped 5% in extended trading after a strong AI forecast, positioning the company to gain $220 billion in market value amid easing bubble concerns.
• The stock had dropped nearly 8% in November following a 1,200% surge over three years, but positive results calmed investor jitters.
• This development underscores Nvidia's role as AI market bellwether and highlights sustained demand for its chips.
• Nvidia launched the Blackwell Ultra B300 GPU series on April 19, 2026, claiming 50% faster AI training speeds compared to the prior B200 model.
• The new chips feature 208 billion transistors and support FP4 precision, targeting data centers for large language model workloads.
• This positions Nvidia to maintain dominance amid intensifying competition from AMD and custom silicon by hyperscalers like Amazon and Google.
• Oil prices dropped significantly, providing tailwinds for technology companies as lower energy costs reduce operational expenses and improve profit margins across the sector.
• Constellation Research founder R 'Ray' Wang discussed the direct relationship between Big Tech performance and oil and gas pricing, highlighting how the energy market collapse supports tech stock rebounds.
• The decline in energy costs removes a key headwind for capital-intensive tech operations and data centers, contributing to the broader market rally.
• S&P 500 futures rose 0.2% and the benchmark notched back-to-back record highs as growing speculation that a deal to end the US-Iran war is nearing prompts traders to take on more risk.
• The index is on course for a third week of gains exceeding 3%, with the S&P up nearly 8% month to date, marking a stunning reversal following mounting signs of US-Iran deescalation.
• The market rally reflects relief over potential resolution of the conflict that has roiled energy markets, with traders increasingly positioning for a ceasefire outcome.
Opposition accuses Narendra Modi government of using quotas as cover for redrawing electoral mapThe Indian government has failed to pass a bill to increase female representation in parliament after being accused of using the plan as a guise to redraw the country’s electoral map.It was the first time in 12 years in power that a constitutional amendment proposed by Narendra Modi’s Bharatiya Janata party (BJP) government was not passed by parliament. Continue reading...
• PepsiCo reported better-than-expected quarterly results on April 16, 2026, with shares rising 2.3% as customers bought more snacks.
• Price cuts on Lay’s, Doritos, Cheetos, and Tostitos chips announced in February helped regain demand from price-sensitive consumers.
• The earnings contribute to broader corporate profit growth exceeding analyst forecasts amid market optimism.
MPs and peers say pitting defence and welfare against each other risks losing public support for increased spending on the militarySenior Labour figures have warned that Rachel Reeves must find alternative ways to increase military spending rather than slashing welfare, saying it risks public support for investment in defence.Pressure has been mounting from Labour backbenchers for the Treasury to urgently agree the defence investment plan (Dip) after George Robertson, a former Nato secretary general, said there was a “corrosive complacency” on defence funding. Continue reading...
The new strategy to be unveiled by Richard Marles will see defence spending rise to about 2.4% of GDP – but US president has urged allies to spend 3.5%Get our breaking news email, free app or daily news podcastLabor will spend an extra $53bn on defence over the next decade, using the nation’s latest military blueprint to create new special investment programs to fund increases in capability using private capital.The defence minister, Richard Marles, will unveil the new national defence strategy on Thursday, as well as detailing a new integrated investment program for military capability, boosting the current budget by $14bn over the next four years, forward estimates period. Continue reading...
• A survey by AirMDR released on April 14, 2026, in Palo Alto, CA, reveals 80% of US-based cybersecurity investors intend to increase AI cybersecurity funding next year.
• 71% expect decisive ROI from AI tools, with capital shifting toward companies proving operational impact and cost reductions over mere product enhancements.
• Investors prioritize defensible AI technologies delivering real outcomes, signaling strong market confidence but heightened selectivity for enterprise-ready solutions.
• Kaseya opened a new R&D hub in Silicon Valley on April 8, 2026, aimed at accelerating AI innovation in IT management and cybersecurity.
• The facility targets attracting top AI talent to enhance automation solutions for managed service providers across the US.
• This expansion responds to growing demand for AI-powered tools amid rising cybersecurity threats in the tech sector.
• Artivion (AORT) secured U.S. FDA approval for the NEXUS Aortic Arch System on April 7, 2026.
• The device approval is expected to accelerate hospital adoption and spark reimbursement discussions.
• This milestone positions Artivion for revenue growth in cardiovascular treatments.
Policymakers should address financial barriers that hinder young people from starting families, says thinktank Politicians hoping to persuade young people in the UK to have more children should prioritise tackling housing affordability, according to research by the Resolution Foundation thinktank.There has been growing concern in recent years about Britain’s declining birthrate, given the long-term fiscal pressures of supporting an ageing population. Continue reading...
• SpaceX launched 83 Starlink satellites across March 2026, including 29 from Cape Canaveral on March 4, 25 from Vandenberg Space Force Base on March 8, and 29 from SLC-40 on March 19.
• These deployments increased the Starlink constellation to over 6,700 operational satellites, targeting internet access for remote regions, aviation, and maritime sectors.
• The expansion bridges the digital divide in underserved areas and enhances U.S. Space Force defense infrastructure amid evolving aerospace demands.
• The US has drafted a comprehensive 15-point proposal delivered to Iran through Pakistan intended to resolve ongoing hostilities between the two nations, according to Bloomberg reports citing people familiar with the matter.
• Stock futures rose Wednesday morning on optimism surrounding diplomatic negotiations, though details of the proposal remain undisclosed.
• President Donald Trump has publicly stated that any agreement must include prohibitions on Iran obtaining nuclear weapons or enriching radioactive material for civilian purposes.
President’s declaration allows officials to tackle fuel hoarding or profiteering, while energy secretary says country will lean more heavily on coalMiddle East crisis – live updates Philippine President Ferdinand Marcos has declared a state of “national energy emergency” as a result of the Middle East war, which his administration said posed “an imminent danger of a critically low energy supply”.The state of emergency, which will initially last for a year, was declared just hours after the country’s energy secretary said the Philippines planned to boost the output of its coal-fired power plants to keep electricity costs down as the war wreaks havoc with gas shipments. Continue reading...
• U.S. stocks closed higher on Monday, March 23, 2026, with the Dow Jones Industrial Average rising 1.4% or 631 points to 46,208.47 amid hopes of easing Middle East tensions.
• Nasdaq Composite advanced 1.4% to 21,946.76 led by Albemarle Corporation's 3.5% gain, while S&P 500 gained 1.2% or 74.52 points to 6,581.00 with all 11 sectors positive.
• Consumer Discretionary (XLY), Materials (XLB), and Technology (XLK) sectors rose 2.5%, 1.5%, and 1.5% respectively; VIX fell 2.4% to 26.15 on higher trading volume of 27.94 billion shares.
Government emphasises need to ‘get off the rollercoaster of fossil fuel markets’ in response to Offshore Energies UKThe UK government has dismissed a warning from an energy trade body that failing to produce more homegrown North Sea oil and gas will leave the UK increasingly reliant on imports at a time of rising global instability.The industry group, Offshore Energies UK, has said the UK “urgently” needs a greater supply of domestically produced energy or consumers will be left “more exposed to global volatility and higher emissions”. Continue reading...
• The Treasury Department's FSOC and AITO launched the AI Innovation Series, a public-private initiative with four roundtables convening financial institutions, tech firms, and regulators on high-value AI use cases.
• Treasury Secretary Scott Bessent stated, 'Leadership in AI adoption is a crucial component of economic security,' shifting regulation from constraint to enabling productivity-enhancing tech.
• Deputy Assistant Secretary Christina Skinner emphasized AI's role in fraud detection, credit allocation, and operational resilience for financial stability.
• The Trump Administration released a comprehensive national AI plan on March 21, 2026, designed to establish one clear federal standard and prevent state patchwork rules that could undermine U.S. competitiveness.
• Key initiatives include workforce training, creator protections, safe AI tools under human oversight, and focused efforts on protecting children and supporting communities across the country.
• White House Chief Technology Officer Michael Kratsios stated the framework will "unleash American ingenuity to win the global AI race," signaling administration commitment to maintaining global AI leadership.
• The House Committee on Oversight and Government Reform advanced nine bills on March 19, 2026, to safeguard American taxpayers and ensure efficient use of federal funds.
• Key measures include H.R. 7934 requiring agencies to publish settlement agreements online, doubling whistleblower cash awards to $20,000, and mandating Treasury reports on fiscal risks from crises amid $38 trillion debt.
• Legislation reforms FFATA for accurate USAspending.gov data and recognizes special districts for federal aid, addressing unreported funds including national security spending.
Rolling coverage of the latest economic and financial newsThe number of people in England and Wales falling into insolvency has jumped.There were 11,609 individual insolvencies registered in England and Wales in February, the Insolvency Service has reported this morning. This was 18% higher than in February 2025 and 6% higher than in January 2026.The individual insolvencies consisted of 768 bankruptcies, 4,210 debt relief orders (DROs) and 6,631 individual voluntary arrangements (IVAs). The number of DROs in February 2026 was a record high in the monthly time series going back to their introduction in 2009, exceeding the previous high of 4,185 in August 2025.The number of IVAs was higher than both January 2026 and the 2025 monthly average. Bankruptcies were 25% higher than in February 2025, although numbers were affected by the clearing of a backlog following the Insolvency Service moving to a new case management system.Average 2-year fix has risen from 4.83% at the start of March to 5.28% today. It’s highest since April 2025.Average 5-year fix has risen from 4.95% at the start of March to 5.32% today. It’s highest since February 2025.“War in the Middle East has added almost £800 to a typical annual mortgage bill in just two weeks, which will be unwelcome news for anyone currently seeking a fixed rate deal.“The average two-year fixed rate has jumped from 4.83% at the start of March to 5.28% today – its highest level since April 2025. The average five-year fix has risen from 4.95% to 5.32%, now at its highest since February 2025. For a borrower with a £250,000 mortgage over 25 years, that equates to paying £788 more per year on a two-year fix, or £651 more on a five-year deal compared to just a fortnight ago. Continue reading...
• The El Niño weather pattern is likely to develop this summer and persist through 2026, elevating global temperatures and disrupting regional weather worldwide.
• Scientists indicate this event could exacerbate warming trends, following a new study addressing whether global warming is accelerating.
• The pattern matters for US agriculture, water resources, and extreme weather risks, with potential for hotter summers across the nation.
The US Senate passed a broad bipartisan housing bill on March 12, 2026, aiming to increase construction and limit institutional ownership of single-family homes. The White House endorsed the measure on March 2, highlighting its potential to address affordability challenges. Its path in the House remains uncertain amid midterm pressures. Lawmakers from both parties cite high home prices as a top voter issue, with implementation depending on state and local policies.
Daimler Truck announced plans on March 13, 2026, to increase US content in its Mexico-assembled trucks to mitigate tariff burdens from the Trump administration's new probes. CFO Eva Scherer stated in an interview that the company is 'constantly looking at how we keep strengthening our US content.' This move addresses rising trade barriers amid oil-driven inflation. Analysts expect similar supply chain shifts across the auto sector as tariffs loom.