Financial Times, December 4, 2025: Who Is Rewriting the Rules of the Global Economy?
An investigative breakdown of the latest issue of the Financial Times from December 4, 2025. Not just news, but a “set of clues” about how politicians, corporations, and financial giants are quietly rewriting the rules of the global economy and financial markets.
In the first part of the episode, we look at geopolitics and sanctions. The Putin–Modi meeting in New Delhi, the jump in Russian oil’s share of India’s imports from 2% to almost 30%, and the attempt to build a Moscow–Delhi economic axis that bypasses Western sanctions and the dollar system. We discuss how Western sanctions become a catalyst for a new multipolar world order and a split into economic blocs.
The second part is about corporate wars and activist investors. We unpack the statistics on why women CEOs are 2.5 times more likely to become targets of attacks, the “glass cliff” effect, and hidden discrimination as a tool of pressure. Then we move to the conflict around HSBC: the largest shareholder, Ping An, is demanding that the bank be broken up and the Asian business spun off, challenging the old London financial center and the global universal-bank model.
The third part is a battle for perception and attention. A crypto miner publicly backed by Trump, whose shares crashed after the IPO, is a case of political hype that no longer fools the market. In contrast, we look at American Eagle and its ad campaign with actress Sydney Sweeney: how cultural capital and media figures become the new oil, directly influencing sales and consumer behavior.
The climax of the episode is a full-page manifesto-style ad by Apollo in the FT. Private markets, 80% of corporate lending in the US, the concentration of the S&P 500 in the hands of a dozen stocks, and the question: “What if we’re clinging to a status quo that no longer exists?” We discuss how private capital is trying to redraw the map of the global economy and pull trillions of dollars out of public markets into closed funds.
In the finale, we bring all the “clues” together into one picture: sanctions as an accelerator of a new world order, corporate conflicts as reflections of geopolitical fractures, culture and advertising as new weapons in the fight for attention, and private capital as the architect of a new financial reality. The main question of the episode: in whose version of reality will we ultimately live — and who will profit from it?
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