NEWS: FT.COM - COMMENT & ANALYSIS
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   NEWS: FT.COM - COMMENT & ANALYSIS
FT.com - Comment & Analysis
Nov 14, 2025

Who's funding Silicon Valley's data-centre dream? It might be you.
A large part of the investment pouring into AI is being financed by debt of the kind that lines millions of nest eggs

FT.com - Comment & Analysis
Nov 14, 2025

The UK government is running out of credibility
A chaotic week has raised the risks around this month's crucial Budget

FT.com - Comment & Analysis
Nov 14, 2025

Labour has shredded its claim to competence
A chaotic week has raised the risks around this month's crucial Budget

FT.com - Comment & Analysis
Nov 14, 2025

Stockpickers: Applied Nutrition, Oxford Instruments, Vodafone
Our experts discuss which companies to buy, sell or hold this week

FT.com - Comment & Analysis
Nov 14, 2025

Trump's $1bn BBC threat isn't about the law — it's political theatre
Opting for Florida's courts as the battlefield, not the UK, is key to understanding the entire gambit

FT.com - Comment & Analysis
Nov 14, 2025

The government's latest reversal shows that Labour has no plan
The long roar of speculation about the Budget has already damaged market confidence

FT.com - Comment & Analysis
Nov 14, 2025

Should we just give up now it's winter?
Modern life isn't very indulgent of just going back to bed. But there's nothing wrong with doing it from time to time

FT.com - Comment & Analysis
Nov 14, 2025

The bond market crashes the AI party
The grown-ups have officially arrived

FT.com - Comment & Analysis
Nov 14, 2025

Young adults are growing increasingly economically dislocated
A disconnected class is taking shape, but is absent from the headline statistics

FT.com - Comment & Analysis
Nov 14, 2025

Why Trump's team is betting on stablecoins
The administration sees these digital assets as a tool in the fight against de-dollarisation

FT.com - Comment & Analysis
Nov 14, 2025

That's annoying — Japan is no longer cheap
Topix trades at a discount to peers but is still historically low, despite recent rally

FT.com - Comment & Analysis
Nov 14, 2025

Is it time to rethink board tenure?
The ‘nine-year' limit for UK directors should not be seen as a hard rule

FT.com - Comment & Analysis
Nov 14, 2025

It is time for a rethink on board tenure
The ‘nine-year' limit for UK directors should not be seen as a hard rule

FT.com - Comment & Analysis
Nov 14, 2025

Football investors face gruelling second half
Firms that got in early enough made some quick gains, new arrivals will need to play for longer

FT.com - Comment & Analysis
Nov 13, 2025

Brain-dead Labour retreats to its comfort zone: campaigning
Downing Street's bizarre war on itself is a symptom of a government whose ideas dissolve on contact with reality

FT.com - Comment & Analysis
Nov 13, 2025

India and Pakistan need mediators not arms suppliers
The countries that helped broker peace earlier this year are now selling advanced weapons to the nuclear-armed neighbours

FT.com - Comment & Analysis
Nov 13, 2025

The curious rise of Pakistan's military strongman
Asim Munir is strutting the world stage but has much to prove at home

FT.com - Comment & Analysis
Nov 13, 2025

AI bubble trouble talk is overblown
For the foreseeable future, the market is facing a shortage of capacity — hardly the conditions that spell imminent disaster

FT.com - Comment & Analysis
Nov 13, 2025

The golden age of US credit card rewards may be at an end
Freebies, it turns out, were never really free

FT.com - Comment & Analysis
Nov 13, 2025

AI concentration does not breed strength
The assumption that partnerships and circular investments will boost growth is economically and historically misguided

FT.com - Comment & Analysis
Nov 13, 2025

To see how the US credit boom could end, turn to Chapter 7
Growing popularity of rarer type of bankruptcy filing could signal a late-cycle economy and anxiety among rescue lenders

FT.com - Comment & Analysis
Nov 13, 2025

How Reeves can deliver a Budget for business and workers
Like Gordon Brown's ‘prudence for a purpose', this chancellor should prioritise tax reform for transformation

FT.com - Comment & Analysis
Nov 13, 2025

How Norway jeopardised its integrity overnight
Oslo abruptly changed the ethics rules for the world's largest sovereign wealth fund

FT.com - Comment & Analysis
Nov 13, 2025

How democrats can fight back
Fifty years after Franco's death, autocracy is going strong

FT.com - Comment & Analysis
Nov 13, 2025

Does the K-shaped economy theory even make sense?
Plus, more on memory stocks

FT.com - Comment & Analysis
Nov 13, 2025

Europe is falling short in its quest for global economic clout
Brussels is struggling to adapt to a conflict-ridden world trading system

FT.com - Comment & Analysis
Nov 13, 2025

How Ryanair makes a virtue out of unpopular ideas
Ditching paper passes could benefit the wider industry

FT.com - Comment & Analysis
Nov 13, 2025

Can a homebuyer demand a price cut over a mistake on a form?
My parents made an error when selling their house and the buyer has asked for £50,000 off the purchase price

FT.com - Comment & Analysis
Nov 13, 2025

Nigeria's inept diplomacy is to blame for Trump's military threats
The US can browbeat Africa's most populous country because it no longer needs or wants anything from its erstwhile ally

FT.com - Comment & Analysis
Nov 13, 2025

How populism became popular
It appeals more to a way of thinking than to a set of ideas — but is it just wrong?

FT.com - Comment & Analysis
Nov 13, 2025

Why populism became popular
It appeals more to a way of thinking than to a set of ideas — but is it just wrong?

FT.com - Comment & Analysis
Nov 13, 2025

Ask a Stylist: how to choose men's boots
Trousers are roomier, and that calls for footwear with a bit more heft

FT.com - Comment & Analysis
Nov 12, 2025

Japan's insurers are staying at home for better returns
With local yields rising, domestic investments are becoming more attractive than some international alternatives

FT.com - Comment & Analysis
Nov 12, 2025

Neural data may be the most precious commodity of the century
While presenting opportunities, a new field of technology threatens our freedom of thought

FT.com - Comment & Analysis
Nov 12, 2025

The EU needs to rethink its AI rules
Overly onerous regulation could leave Europe as an also-ran after the US and China

FT.com - Comment & Analysis
Nov 12, 2025

Running the BBC has become an impossible job
The broadcaster should rethink the role of director-general and reclaim editorial independence

FT.com - Comment & Analysis
Nov 12, 2025

Tackling social media's ‘monster' problem
Banning addictive apps for children is not about restricting free speech, but defending free will

FT.com - Comment & Analysis
Nov 12, 2025

India bets on the global concert economy
International artists are putting on big shows but the country needs less red tape and more venues

FT.com - Comment & Analysis
Nov 12, 2025

M&A bankers: what's your spirit animal?
Kitten-like deals market of past couple of years has turned more tomcat of late

FT.com - Comment & Analysis
Nov 12, 2025

Novo's M&A failure could nurture future successes
Obesity drugmaker came unstuck in bid for Metsera, but its two-step tactic is worth studying

FT.com - Comment & Analysis
Nov 12, 2025

The truth about the UK economy in 2025
It is not the story that the chancellor would like to tell you

FT.com - Comment & Analysis
Nov 12, 2025

How the American dream turned out to be pay to play
Big brands from Disney to American Express are profiting from economic divisions and making them wider

FT.com - Comment & Analysis
Nov 12, 2025

How K-shaped is the economy, really?
Prospects, more than wealth or income, have become more unequal

FT.com - Comment & Analysis
Nov 12, 2025

Chimpanzees are better at reasoning than we thought
New research shows that they can weigh evidence in a rational way

FT.com - Comment & Analysis
Nov 12, 2025

Markets should pay heed to the affordability squeeze
Political pressure in response to public anxiety will demand policy responses

FT.com - Comment & Analysis
Nov 12, 2025

The NHS is in crisis — should I pay for private medical insurance?
This year, Bupa clobbered me with a 15 per cent price increase. I cancelled the policy

FT.com - Comment & Analysis
Nov 12, 2025

Please Rachel, don't sacrifice workers' pensions
Dismembering salary sacrifice is a short-sighted tax grab that will accelerate the UK's retirement savings crisis

FT.com - Comment & Analysis
Nov 12, 2025

Could European stocks beat the US to the finish line?
The neck-and-neck race may just go to the underdog this year

FT.com - Comment & Analysis
Nov 12, 2025

Epstein is not going away
The issue is Trump's Achilles heel — and the US president knows it

FT.com - Comment & Analysis
Nov 11, 2025

Europe's companies need cash, but the retail market needs safeguards
If household savings flow into VC and private equity, the broader economy may benefit but investment risks are borne by individuals

FT.com - Comment & Analysis
Nov 11, 2025

What if the AI race isn't about chips at all?
Availability of electricity to keep models running is becoming the critical factor in technology's development

FT.com - Comment & Analysis
Nov 11, 2025

Warnings from the private credit wobble
Investors and regulators should sharpen scrutiny of risky lending practices and interlinkages

FT.com - Comment & Analysis
Nov 11, 2025

The global south does not need a new credit rating system
Reliable data and better investor relations offer a more promising path to reducing capital costs

FT.com - Comment & Analysis
Nov 11, 2025

The global south does not need a new credit ratings system
Reliable data and better investor relations offer a more promising path to reducing capital costs

FT.com - Comment & Analysis
Nov 11, 2025

Bricks vs clicks: Wall Street revives its bets on bank branches
America's biggest lenders are building again in a race for consumer deposits

FT.com - Comment & Analysis
Nov 11, 2025

Disney and Alphabet's football fight will win them few fans
Both companies have an incentive to come to an agreement over ‘carriage' dispute

FT.com - Comment & Analysis
Nov 11, 2025

Can a fragmented Europe continue to prosper?
What once made its sovereign states powerful and rich could now be a barrier to their remaining so

FT.com - Comment & Analysis
Nov 11, 2025

Why Nvidia should be glad to see the back of SoftBank
Thanks to the magical maths of AI, what the chipmaker loses on one hand it may gain with the other

FT.com - Comment & Analysis
Nov 11, 2025

Sanaenomics and stocks
Plus miraculous memory makers

FT.com - Comment & Analysis
Nov 11, 2025

A tale of two Christmas adverts
Artificial intelligence can now provide the same commercial outcomes as carefully crafted human storytelling

FT.com - Comment & Analysis
Nov 11, 2025

A tale of two Christmas adverts: Coca-Cola vs John Lewis
Artificial intelligence can now provide the same commercial outcomes as carefully crafted human storytelling

FT.com - Comment & Analysis
Nov 11, 2025

Gold rally tempts jewellers with a literal debasement trade
Surging prices are causing issues even at the top end of the market

FT.com - Comment & Analysis
Nov 11, 2025

The UK's fiscal problems aren't just about growth
Reassessing taxes and spending every six months introduces excessive policy uncertainty

FT.com - Comment & Analysis
Nov 11, 2025

The great inversion on emerging markets
Market and economic trends are challenging the idea that EM bonds should trade at a discount to developed economy debt

FT.com - Comment & Analysis
Nov 11, 2025

The British company filling the world's airport lounges
Priority Pass wants to reduce overcrowding and give millions of flyers a calmer experience

FT.com - Comment & Analysis
Nov 11, 2025

Maga AI is not a recipe for stability
The latest tech bubble offers only short-term protection for Trump

FT.com - Comment & Analysis
Nov 10, 2025

US sanctions on Russia will not work unless Trump steps up enforcement
Moscow has had four years to hone its evasion skills — and markets have priced it in

FT.com - Comment & Analysis
Nov 10, 2025

Crucial lessons for the BBC
The broadcaster has made errors, but its board has failed to defend it

FT.com - Comment & Analysis
Nov 10, 2025

How ‘Drastic Dave' can revive Diageo
Sir Dave Lewis's first job as an external hire will be to take a dispassionate look at the drinks giant's portfolio

FT.com - Comment & Analysis
Nov 10, 2025

Stepping into Chicago's folded map
A new project uses architecture to shine a light on urban segregation

FT.com - Comment & Analysis
Nov 10, 2025

Pfizer shows hardball mettle needed to win in 2025 M&A
Pharma giant had to pay a blockbuster price to buy Metsera after the biotech prospect spurred an auction with Novo Nordisk

FT.com - Comment & Analysis
Nov 10, 2025

The nuclear arms race is back
War in Ukraine and China's military build-up have put the world's deadliest weapons back at the centre of global politics

FT.com - Comment & Analysis
Nov 10, 2025

Rating the rating data of credit raters
Deep-diving into Form NRSRO Exhibit 1 filings

FT.com - Comment & Analysis
Nov 10, 2025

Credit cockroaches revisited
Plus shadow banks

FT.com - Comment & Analysis
Nov 10, 2025

A lesson for UK boardrooms: you get what you pay for
If UK investors want to stick with cash, they should offer more of it

FT.com - Comment & Analysis
Nov 10, 2025

The disturbing victory of Old Labour over New Labour
In education, labour and housing we risk going back towards what we know will not work

FT.com - Comment & Analysis
Nov 10, 2025

Reasons to be bearish about China's rise
Yes, its economic engine is remarkable, but there are factors that should temper predictions of global hegemony

FT.com - Comment & Analysis
Nov 10, 2025

Run like your job depends on it, although I want to assure you it doesn't
A behind-the-scenes look at the work of Rutherford Hall, critical communications strategist

FT.com - Comment & Analysis
Nov 10, 2025

From AI to ROI
Research shows implementation of the technology can help to increase revenue in the real economy

FT.com - Comment & Analysis
Nov 10, 2025

From AI to ROI: some positive evidence
Research shows implementation of the technology can help to increase revenue in the real economy

FT.com - Comment & Analysis
Nov 10, 2025

Electrification is the key to energy efficiency
Productivity gains could cut final energy demand by nearly a quarter over the next 25 years, even as global GDP doubles

FT.com - Comment & Analysis
Nov 10, 2025

The Paris agreement is not perfect but don't write it off
Despite limits of multilateralism the world would be much worse off without the historic climate accord

FT.com - Comment & Analysis
Nov 10, 2025

Trump's climate denial must not halt global progress
Reactionary policies of the US will make the hard task of the energy transition far more difficult

FT.com - Comment & Analysis
Nov 09, 2025

Voice phishing is AI fraud in real time
Just as we learnt to treat emails with caution, we must now learn to doubt a human-sounding voice

FT.com - Comment & Analysis
Nov 09, 2025

Here's what a new US-Mexico-Canada trade deal should look like
The old WTO model is dead — sovereign control and national security matter

FT.com - Comment & Analysis
Nov 09, 2025

Did we even need generative AI?
Erik Brynjolfsson, Stanford academic and author, asks whether mimicking humans is the right goal of technology

FT.com - Comment & Analysis
Nov 09, 2025

Is human imitation the right goal for technology?
Erik Brynjolfsson, Stanford academic and author, explains how AI and people can complement each other

FT.com - Comment & Analysis
Nov 09, 2025

Keep the COP process alive
Negotiators in Belém need to resist US pressure to derail climate efforts

FT.com - Comment & Analysis
Nov 09, 2025

The CEO trying to end the curse of the pointless meeting
BHP's Mike Henry is taking an unusual approach to one of the big black holes of corporate life

FT.com - Comment & Analysis
Nov 09, 2025

What Mamdani and Martha Stewart tell us about the vibe shift
An election win and a politically incorrect cookbook show that Americans are embracing candour over caution

FT.com - Comment & Analysis
Nov 09, 2025

Lloyds Bank's landlord experiment starts to earn its keep
Residential business owns almost 7,500 homes, a portfolio that people close to the company say is worth north of £2bn

FT.com - Comment & Analysis
Nov 08, 2025

The unsettling message for investors from the financial cycle
The next bailout is likely to involve inflationary financing of fiscal deficits by central banks

FT.com - Comment & Analysis
Nov 08, 2025

The tragedy of specialisation
A lack of intrepid amateurs might explain stagnant societies

FT.com - Comment & Analysis
Nov 08, 2025

The Louvre heist is a tale too good to muddy with the facts
The museum jewel theft has captured the world's imagination — and the internet is not letting the story rest

FT.com - Comment & Analysis
Nov 08, 2025

What Monet can teach us
Despite his dwindling vision, the artist made gorgeous works of art — and showed us how to benefit from different perspectives

FT.com - Comment & Analysis
Nov 08, 2025

‘Camp, chaotic, Queen-themed?.?.?.?and potentially very good — Jay Rayner reviews Lilibet's, Mayfair'
This silly, spendy seafood restaurant has the potential to be an awful lot of fun

FT.com - Comment & Analysis
Nov 08, 2025

AI bubble: don't throw the baby out with the bathwater
Watch individual stocks and sell if they are too aggressively valued

FT.com - Comment & Analysis
Nov 08, 2025

Fathers and sons — a two-minute television fable
The tear-jerking John Lewis Christmas ad reveals a new seriousness about the fraying bond at the heart of the family

FT.com - Comment & Analysis
Nov 08, 2025

Where do well-heeled wine lovers eat in Paris?
At La Tour d'Argent, the wine list is so heavy it arrives on a trolley

FT.com - Comment & Analysis
Nov 07, 2025

Snap crackles while Pinterest pops, but both are a solid bet on AI
Digital scrapbook's stock is cheaper than that of social and video app, and could be better long-term investment

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