NEWS: FT.COM - COMMENT & ANALYSIS
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   NEWS: FT.COM - COMMENT & ANALYSIS
FT.com - Comment & Analysis
Apr 30, 2025

The signal from stock/bond correlation
Plus agriculture and diversification

FT.com - Comment & Analysis
Apr 30, 2025

A show of hands: Let's hear it for the annual general meeting
HSBC is the latest company to consider ditching physical annual general meetings

FT.com - Comment & Analysis
Apr 30, 2025

Can I recover money from a collapsed supplier?
The business went into administration owing me a significant amount of cash

FT.com - Comment & Analysis
Apr 30, 2025

In climate science, the US is now a rogue state
Failing to gather, preserve and acknowledge environmental data means less sight of what is inevitably ahead

FT.com - Comment & Analysis
Apr 30, 2025

Musk faces new court battle with unhappy shareholders
Billionaire faces class action over tweets during Twitter acquisition that raised doubts on deal

FT.com - Comment & Analysis
Apr 29, 2025

The improbable triumph of Canada's Mark Carney
The prime minister owes his job to Donald Trump. Now he must take him on

FT.com - Comment & Analysis
Apr 29, 2025

Why the US will lose against China
Trump's unreliable America is throwing away the assets it needs

FT.com - Comment & Analysis
Apr 29, 2025

Germany's corporate cheer defies the gloomy zeitgeist
The country's economy and its biggest businesses are pulling in the same direction

FT.com - Comment & Analysis
Apr 29, 2025

Elliott's activist bet on BP goes from slick to slippery
Oil major's turnaround depends to some extent on the world remaining relatively predictable

FT.com - Comment & Analysis
Apr 29, 2025

Warsh delivers Fed a blast of cold heir
How would the former central bank governor change the institution?

FT.com - Comment & Analysis
Apr 29, 2025

Mark Carney: democracy's unTrump
America's 47th president plays unwitting ally to non-populists everywhere except at home

FT.com - Comment & Analysis
Apr 29, 2025

Europe can find strength in its solitude
Alone and betrayed by its most important ally, it is also larger than ever

FT.com - Comment & Analysis
Apr 29, 2025

If food delivery is a feast, Deliveroo is the amuse bouche
Dominance in the sector is a game fought with discounts for consumers and incentives for merchants

FT.com - Comment & Analysis
Apr 29, 2025

Has sentiment bottomed out?
The darkest hour and the dawn

FT.com - Comment & Analysis
Apr 29, 2025

Guess what's coming to ever-expanding Greggs
UK's largest bakery chain is not curtailing its ambitious growth plans despite investor worries

FT.com - Comment & Analysis
Apr 29, 2025

‘Core' GDP is the signal among all the noise
Against an uncertain policy outlook, we need to utilise durable economic statistics that tell the real story

FT.com - Comment & Analysis
Apr 29, 2025

A $5,000 baby bonus won't raise birth rates
Too much ‘pro-natal' policy is the result of discussions between those who see maternity wards as the end of the story

FT.com - Comment & Analysis
Apr 29, 2025

Mediobanca's ‘mini-UBS' defence gives it a fighting chance
Italian investment bank's bid for Banca Generali offers something to please most of the parties involved

FT.com - Comment & Analysis
Apr 29, 2025

The real lessons from the Plaza and Louvre accords
Sustainable adjustments to trade imbalances require supportive monetary and fiscal policies — not just currency intervention

FT.com - Comment & Analysis
Apr 28, 2025

Trump's 100 days of chaos
The real battle to save the American republic may have just begun

FT.com - Comment & Analysis
Apr 28, 2025

Undermining the Indus Waters Treaty imperils Indian security
New Delhi's efforts to downgrade ties with Islamabad will inflict damage on both sides of the border

FT.com - Comment & Analysis
Apr 28, 2025

GE's ascent vindicates Immelt, if only by accident
Former chief's legacy deserves to be revisited

FT.com - Comment & Analysis
Apr 28, 2025

From presidents to hillbillies, Northern Ireland wants more recognition in the US
Its influence in America has long played second fiddle to that of émigrés from the Republic of Ireland

FT.com - Comment & Analysis
Apr 28, 2025

The rise of the panicans
The reaction of the markets, politicians and media to Trump's tariff shock may have averted an arms race

FT.com - Comment & Analysis
Apr 28, 2025

Good bank M&A needs no compromise — Danish or otherwise
Anything that relies solely on capital wizardry to make sense is probably not worth doing in the first place

FT.com - Comment & Analysis
Apr 28, 2025

How Ukraine could break the western alliance
The US and Europe have fundamentally different views on the threat from Russia and the protection of democracy

FT.com - Comment & Analysis
Apr 28, 2025

The US economy: suspended animation
Plus consumer credit

FT.com - Comment & Analysis
Apr 28, 2025

The spectre of dollar doomsday still looms
Whatever happens with Trump's tariffs, investors need to prepare for a new market paradigm

FT.com - Comment & Analysis
Apr 28, 2025

Give me fractal fronds over Kindleberger's Spiral any day
From the coiling patterns of ferns to the Fibonacci sequence of pine cones, the mathematical order of nature is a soothing antidote to our disordered lives

FT.com - Comment & Analysis
Apr 28, 2025

Ask a Stylist: the return of the knee-length skirt — and how to wear it
A classic is back — but does it need heels? The FT's new style guru is ready to guide you through this and other wardrobe dilemmas

FT.com - Comment & Analysis
Apr 28, 2025

In tough times, good policy becomes even more important
A country as mired in stagnation as the UK has to take risks if it is to succeed

FT.com - Comment & Analysis
Apr 28, 2025

In tough times, good policy becomes still more important
A country as mired in stagnation as the UK has to take risks if it is to succeed

FT.com - Comment & Analysis
Apr 27, 2025

What makes ‘Reform-curious' Labour voters so hard to woo back
Downing Street fears Starmer will lose support to Farage but imitating him will alienate other groups it needs on side

FT.com - Comment & Analysis
Apr 27, 2025

Trump and the art of ‘dealism'
His acolytes are discovering that it's not so much about any particular policy as having blind faith in the man himself

FT.com - Comment & Analysis
Apr 27, 2025

The S&P 500 is still significantly overpriced
Investors are yet to fully factor in tariffs and hits to AI and US exceptionalism

FT.com - Comment & Analysis
Apr 27, 2025

Musk needs to become a more normal CEO
And Tesla should become a more normal company

FT.com - Comment & Analysis
Apr 27, 2025

Clean energy will be critical to winning the AI race with China
Rather than choosing one energy source over another, the US must quickly create the conditions for a mix to meet demand

FT.com - Comment & Analysis
Apr 27, 2025

Hank Paulson: Clean energy will be critical to winning the AI race with China
Rather than choosing one energy source over another, the US must quickly create the conditions for a mix to meet demand

FT.com - Comment & Analysis
Apr 27, 2025

The UK needs to tackle Trump contagion risk for gilts
Authorities should take action to encourage a ‘decoupling' from moves in Treasury yields

FT.com - Comment & Analysis
Apr 27, 2025

Boutique consultancy firms give the Big Four a run for their money
Challengers should feel free to point out that being smaller means lavishing high-level time with clients

FT.com - Comment & Analysis
Apr 27, 2025

Lashing out at staff is bad for business
Shouty leadership is in vogue but smart executives do something far more effective

FT.com - Comment & Analysis
Apr 26, 2025

Make America Pregnant Again
The Republicans want a ‘baby boom'. And Elon Musk can fertilise us all

FT.com - Comment & Analysis
Apr 26, 2025

Investors bank on Bessent to tame the drunken dragon
Yields on US government bonds have been thrashing around in response to Trump's capricious policy plans

FT.com - Comment & Analysis
Apr 26, 2025

The post-Covid world is only just becoming clear
The scars of the pandemic are emerging in our politics

FT.com - Comment & Analysis
Apr 26, 2025

Take heart, quiet majority. ‘Headphone dodgers' can be silenced
Noisemakers have plagued city dwellers for centuries — but there is a way to stop them

FT.com - Comment & Analysis
Apr 26, 2025

‘Fluent Korean cooking with a French twang' — Jay Rayner reviews Calong
The properly cool thing here is the food, which is cool in an understated way, and that's the best kind of cool

FT.com - Comment & Analysis
Apr 26, 2025

How the white wine boom is transforming Galicia
Wines from the relatively isolated Spanish region are becoming more popular, and more interesting

FT.com - Comment & Analysis
Apr 26, 2025

Where the west still wins
Aeroplanes, universities, sports leagues — there are lots of exceptions to the decline of the North Atlantic world

FT.com - Comment & Analysis
Apr 26, 2025

The UK's wine tax is a hangover for sellers
New duties make some heavier reds less profitable

FT.com - Comment & Analysis
Apr 26, 2025

The battle for the Catholic Church's future will not be over doctrine
In choosing the next pope, disagreements will be over the Church's ‘style' — its way of being, culture and mindset

FT.com - Comment & Analysis
Apr 26, 2025

Is my pool really the problem?
Water companies forcing pool owners to splash out more would signal the latest drift from regulation to retribution

FT.com - Comment & Analysis
Apr 25, 2025

Trump's chaos has left investors with frayed nerves
Fund managers will have no rest for as long as he is in office with policy predictability in short supply

FT.com - Comment & Analysis
Apr 25, 2025

Generali has become a little harder to shove offstage
Solid performance deprives rebel shareholders of a good reason to upend the board at this time

FT.com - Comment & Analysis
Apr 25, 2025

Playing ‘whack-a-mole' with Meta over my fraudulent avatars
How is it possible that a company with such huge resources, including artificial intelligence tools, cannot deal with this?

FT.com - Comment & Analysis
Apr 25, 2025

The memoirs of a ‘Forrest Gump' of banking shine light on an era
Scott Bok's autobiography raises questions about the vast influence of those that have benefited most from a golden age of finance

FT.com - Comment & Analysis
Apr 25, 2025

How to pass unpopular reforms
The low-growth, high-debt bind requires bold but difficult fixes

FT.com - Comment & Analysis
Apr 25, 2025

Intel's new boss starts with wafer-thin expectations
Restoring a tarnished icon even in calm times is no simple task

FT.com - Comment & Analysis
Apr 25, 2025

How can platforms offer such high interest rates?
The use of liquidity tools enables providers to beef up returns on customers' uninvested cash

FT.com - Comment & Analysis
Apr 25, 2025

Markets cannot go on like this
And bad hard data arrives

FT.com - Comment & Analysis
Apr 25, 2025

Seven truths about trade
Answering the questions Trump's Tariff Men haven't asked

FT.com - Comment & Analysis
Apr 25, 2025

The Bossert, The Hotel Chelsea and how the temporary can become home
In New York, amid the perpetual construction, it can take a while to realise a boarded-up building is not actually being worked on. So too, a stop gap can sneak up on you as home

FT.com - Comment & Analysis
Apr 25, 2025

Tariffs restrain the march of the robots
Depressed buyers and global supply chains could delay the adoption of futuristic technology

FT.com - Comment & Analysis
Apr 25, 2025

Foiling negative returns this year is a balancing act
Aggressively surfing the waves of volatility has worked so far

FT.com - Comment & Analysis
Apr 25, 2025

There is a viable way to finance carbon emissions reduction
Mobilising private funds through the capital market offers practical solutions to combat the climate crisis

FT.com - Comment & Analysis
Apr 25, 2025

Uncertainty remains the only certainty for UK on tariffs
If the dollar were to weaken further, the drag on growth and inflation would probably be larger

FT.com - Comment & Analysis
Apr 25, 2025

We're not spending cash, so why are we hoarding it?
The value of UK bank notes in circulation has hit a new record high, but it may all be under the proverbial mattress

FT.com - Comment & Analysis
Apr 24, 2025

Trump's shameful Crimea ultimatum to Ukraine
Washington is trying to force on Kyiv a peace deal on Russia's terms

FT.com - Comment & Analysis
Apr 24, 2025

China isn't trying to win the AI race
Beijing may have quietly concluded that being a close second to the US serves its interests better

FT.com - Comment & Analysis
Apr 24, 2025

The UK North Sea's biggest foe is indecision
The easiest way to secure any kind of future is to give producers confidence that decisions will have some longevity

FT.com - Comment & Analysis
Apr 24, 2025

Trump's tariffs threaten Ireland's pharma fortune
The country's windfall from overseas drug companies was aided by the US president's own tax bill

FT.com - Comment & Analysis
Apr 24, 2025

What papal conclaves can teach democracies about voting
When an electoral system evolves over time, it can be surprisingly effective

FT.com - Comment & Analysis
Apr 24, 2025

Which UK property should we treat as our principal residence?
We have lived abroad for a number of years and want to get our tax affairs in order

FT.com - Comment & Analysis
Apr 24, 2025

Boutiques are stuck with pricey idle bankers
Unlike large investment banks, boutiques are fully exposed to the dealmaking lull

FT.com - Comment & Analysis
Apr 24, 2025

The right must fight before it can unite
An alliance between Reform UK and the Tories may be the final outcome but they must try to smash each other first

FT.com - Comment & Analysis
Apr 24, 2025

Private equity in the time of Trump
And why are Spacs back?

FT.com - Comment & Analysis
Apr 24, 2025

The role of art in difficult times
Where propaganda simplifies, artists invite us into the liminal space between what is and what ought to be

FT.com - Comment & Analysis
Apr 24, 2025

The inarguable case for banning social media for teens
A large consensus is forming, not before time

FT.com - Comment & Analysis
Apr 24, 2025

The case for Trump's tariffs
The arguments are believed more widely than the Maga camp, but that does not make them any more right

FT.com - Comment & Analysis
Apr 24, 2025

Trump discovers the US is no longer indispensable
America cannot offer enough aid, green technology or new market access to mould the world trading system

FT.com - Comment & Analysis
Apr 24, 2025

Ask Shrimsley: Should I have Elon Musk's baby?
This is a serious opportunity, saving western civilisation from a falling birth rate

FT.com - Comment & Analysis
Apr 24, 2025

Billionaires want to go to space — the rest of us aren't so sure
The private tech race is at odds with public appetite for extravagant suborbital trips

FT.com - Comment & Analysis
Apr 24, 2025

Ejecting China Inc from US exchanges would be an own goal
Forced delisting of Chinese companies would be bruising experience for US investors

FT.com - Comment & Analysis
Apr 24, 2025

The dollar has further to fall
Demand for US assets cannot keep up with supply without a weaker currency

FT.com - Comment & Analysis
Apr 24, 2025

Rebecca Kelly Slaughter & Alvaro Bedoya: Trump's move to fire us is a terrible warning for the US economy
Our case is about whether America is ruled by laws or political whims

FT.com - Comment & Analysis
Apr 24, 2025

Rebecca Kelly Slaughter and Alvaro Bedoya: Trump's move to fire us is a terrible warning for the US economy
Our case is about whether America is ruled by laws or political whims

FT.com - Comment & Analysis
Apr 24, 2025

Is this still the Asian century?
The theory is that hegemonies run in cycles, but Trump and a trade war may disrupt the pattern

FT.com - Comment & Analysis
Apr 24, 2025

Trump is right to want to revive US maritime power
An America First foreign policy is impossible without it

FT.com - Comment & Analysis
Apr 24, 2025

Trump's move to fire us is a terrible warning for the US economy
Our case is about whether America is ruled by laws or political whims

FT.com - Comment & Analysis
Apr 23, 2025

Meloni's meddling in Italian bank M&A is sadly on-trend
Repercussions of the Italian government's actions are likely to be relatively contained

FT.com - Comment & Analysis
Apr 23, 2025

Trump and the art of the retreat
Reputational damage to the Fed and US assets will not be easily reversed

FT.com - Comment & Analysis
Apr 23, 2025

The hit music accused of glorifying violence in Mexico
‘Narcocorridos' that romanticise cartel figures face a ban in some parts of the country

FT.com - Comment & Analysis
Apr 23, 2025

There is no such thing as a Trump whisperer
Western leaders who are said to be on special terms with the US president have nothing to show for it

FT.com - Comment & Analysis
Apr 23, 2025

Was Francis the first Peronist pope?
The late pontiff was a surprisingly divisive figure in his native Argentina

FT.com - Comment & Analysis
Apr 23, 2025

A crucial earnings season
And more on inflation expectations

FT.com - Comment & Analysis
Apr 23, 2025

Easing leverage limits on banks could backfire
The move would repeat old errors and encourage the buying of Treasury debt over private sector lending

FT.com - Comment & Analysis
Apr 23, 2025

Graphic novels are the ideal response to authoritarian regimes
Why the intimate and flexible genre is favoured by dissidents and political exiles

FT.com - Comment & Analysis
Apr 23, 2025

How to think about returns in a bear market
Adjusting for four factors can lower your headline returns. Get used to feeling deflated

FT.com - Comment & Analysis
Apr 23, 2025

What would a US tariff on chips look like?
A component levy on foreign-made semiconductors would function as a major tax increase on electronics sold in America

FT.com - Comment & Analysis
Apr 23, 2025

Tradwives have evolved to become pin-ups of the religious right
A search for ways to promote higher birth rates makes allies of domestic influencers and populist politicians

FT.com - Comment & Analysis
Apr 22, 2025

Musk drives Tesla calmly through investors' red lights
Given the electric-car maker's cash pile, the billionaire can continue to chart his own course, for now

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