NEWS: FT.COM - COMMENT & ANALYSIS
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   NEWS: FT.COM - COMMENT & ANALYSIS
FT.com - Comment & Analysis
May 27, 2022

Boris Johnson's conjuring tricks are losing their magic
The partygate shenanigans in Downing Street are symptomatic of a deep malaise at the centre of government

FT.com - Comment & Analysis
May 27, 2022

How Depp is your love?
It will be a hollow win indeed for whoever triumphs in the attention-sapping celebrity trial

FT.com - Comment & Analysis
May 27, 2022

Identity redraws the landscape of art
Exhibitions organised around gender or sexuality are shaking up our preconceptions — but there can be a cost

FT.com - Comment & Analysis
May 27, 2022

Why, after all, I will celebrate the jubilee
Simon Okotie had mixed feelings about the anniversary. Now he is preparing for a street party

FT.com - Comment & Analysis
May 27, 2022

A striking U-turn to alleviate the UK cost of living crisis
Rishi Sunak's support for households is welcome, but windfall taxes are a bad policy

FT.com - Comment & Analysis
May 27, 2022

There is no such thing as ‘data'
What we have are innumerable different collections of information, each of them specific to a particular application

FT.com - Comment & Analysis
May 27, 2022

‘Heartstopper' is a cathartic celebration of young queer love
The hit TV show is a poignant experience for viewers who came out in less welcoming times

FT.com - Comment & Analysis
May 27, 2022

A good tale can tempt us to forget the truth about markets
Stories have driven an unnatural division between growth stocks and value stocks

FT.com - Comment & Analysis
May 27, 2022

EY: a management consultant's PowerPoint guide to splitting up
It will take some fancy footwork to avoid tearing up the structure that has underpinned the industry

FT.com - Comment & Analysis
May 27, 2022

CD Projekt: delays have switched shareholders off
A textbook case of the perils of overpromising and underdelivering

FT.com - Comment & Analysis
May 27, 2022

Markets have become a minefield
Investors are in an extremely unforgiving mood if companies disappoint on earnings

FT.com - Comment & Analysis
May 27, 2022

The Lex Newsletter: we should all be (Groucho) Marxists in investment and politics
Tech stocks | Snap | Macy's | Crypto start-ups | Luna | JPMorgan | Supercomputers | UK energy | Windfall taxes | Jubilee/UK prices | Klarna | Kingfisher

FT.com - Comment & Analysis
May 27, 2022

China tech stocks: relief rally eases lockdown pain
More attention should be paid to decisions over not providing guidance — they suggest the worst is yet to come

FT.com - Comment & Analysis
May 27, 2022

Ties that bind Scotland to the UK loosen
The monarchy and other British institutions have faltered but Nicola Sturgeon's dream of ruling an independent nation is not secure either

FT.com - Comment & Analysis
May 27, 2022

A paved front garden? Practical but not exactly romantic
‘Laying gravel instead of paving would provide space for your car and still allow plants to grow'

FT.com - Comment & Analysis
May 27, 2022

My Chelsea Flower Show choices
Our columnist's favourites, a verdict on the judges' selections and a tribute to a veteran of the trade

FT.com - Comment & Analysis
May 27, 2022

The jubilee curse: a week of boorish republicanism
Special ‘not the jubilee' parties will be held where attendees can spend the day singing the praises of Anthony Albanese or the German presidential model

FT.com - Comment & Analysis
May 27, 2022

Forget ESG. Bring on the BS Index
We have worked out how to make money from an infinite resource

FT.com - Comment & Analysis
May 27, 2022

The bullwhip effect, redux
Will inventories become a global economic problem?

FT.com - Comment & Analysis
May 27, 2022

Mortgage reform is key to unlocking UK home ownership
The country is a global outlier in managing credit risk

FT.com - Comment & Analysis
May 27, 2022

Links between energy and food must be weakened
Biofuels and high fertiliser prices must not lead to a hunger catastrophe

FT.com - Comment & Analysis
May 27, 2022

Hard lessons from the crypto crash
Can anything challenge the belief that investing in digital assets is a guaranteed route to riches?

FT.com - Comment & Analysis
May 27, 2022

European football now belongs to the highest bidder
The widening financial gulf between Premier League clubs and the rest is shrinking the pool of competition

FT.com - Comment & Analysis
May 27, 2022

Abba's history of pop hits is always repeating itself
The Swedish band's live avatar show in London is the latest way of reviving a timeless catalogue

FT.com - Comment & Analysis
May 27, 2022

Bull market rhymes lead to a turn in the investing cycle
The influence of psychology on investors' decision-making still largely explains stock gyrations

FT.com - Comment & Analysis
May 27, 2022

Three things you can do in your twenties to kickstart your finances
Young people may despair at the challenges of long-term saving but there are steps worth considering

FT.com - Comment & Analysis
May 27, 2022

Why does it feel good to do good?
After his father died, Tim Harford asked people to consider donating. He was surprised by the response

FT.com - Comment & Analysis
May 26, 2022

A tariff on Russian oil could pave the way to an embargo
The best way to squeeze Moscow's war machine is to deprive it of energy profits

FT.com - Comment & Analysis
May 26, 2022

Macy's: do not bet on revenge spending boost to last
The mid-market store group may have bucked the shopping slowdown but it has poor earnings growth potential

FT.com - Comment & Analysis
May 26, 2022

Central African Republic's adoption of bitcoin is mostly about geopolitics
What use is cryptocurrency in an impoverished country where 85 per cent of people lack access to the internet?

FT.com - Comment & Analysis
May 26, 2022

China's central bank faces a delicate balancing act
A strong dose of monetary easing may boost short-term growth, but would risk inflating stock and housing bubbles

FT.com - Comment & Analysis
May 26, 2022

Using Russian assets to rebuild Ukraine won't be easy
Western leaders are scrambling for a legal mechanism that preserves trust and due process

FT.com - Comment & Analysis
May 26, 2022

BT/Altice: Drahi stakebuilding is worthy of M&A watchdog's scrutiny
Leveraged private investment vehicles do not look like natural owners of national telecoms infrastructure businesses

FT.com - Comment & Analysis
May 26, 2022

Sunak's windfall tax comes with added complexity
Simpler, more direct support to households matched by addition to taxes on oil and gas companies

FT.com - Comment & Analysis
May 26, 2022

UK windfall tax: Sunak's tinkering will discourage investment
The latest changes will add extra complexity to the mish-mash of North Sea levies

FT.com - Comment & Analysis
May 26, 2022

Britain isn't working. That should concern us all
The UK has the most persistent post-pandemic drop in employment of any G7 country

FT.com - Comment & Analysis
May 26, 2022

HSBC: false Pru comparison does not support Ping An split plan
The UK-listed bank is already struggling with east-west tensions, and things could get a lot worse

FT.com - Comment & Analysis
May 26, 2022

The threat of US data harvesting grows as abortion ban looms
Preserving digital privacy is a triangular game between users, tech companies and legislators

FT.com - Comment & Analysis
May 26, 2022

What supporting Real Madrid really means
Plenty is known about the club's stars and triumphs. But what of its fans?

FT.com - Comment & Analysis
May 26, 2022

The death of globalisation has been greatly exaggerated
So far, slowdown in cross-border activity reflects slowdown in growth

FT.com - Comment & Analysis
May 26, 2022

US house prices never go down
I mean, they don't, right?

FT.com - Comment & Analysis
May 26, 2022

Tackling the root cause of energy bills could help us all on inflation
By ramping up the Warm Home Discount scheme, Rishi Sunak could help vulnerable households and change the narrative

FT.com - Comment & Analysis
May 26, 2022

Olivier Blanchard: ‘There's a tendency for markets to focus on the present and extrapolate it forever'
The macroeconomist argues that the current situation is a bump but that we will return to very low real interest rates and the same problems we had before

FT.com - Comment & Analysis
May 26, 2022

Rich People's Problems: Is the business lunch off the menu?
If anyone takes me to a chain restaurant, you can't trust their judgment on bigger issues

FT.com - Comment & Analysis
May 26, 2022

Disney's approach to Pride snags on the culture wars
Backlash over handling of ‘Don't Say Gay' law signals broader problem for entertainment giant in polarised America

FT.com - Comment & Analysis
May 25, 2022

No one is ready for the rising tide of climate litigation
The fast-expanding world of environmental lawsuits is creating risks in the insurance sector

FT.com - Comment & Analysis
May 25, 2022

Crypto start-ups: private investment goes against the market flow
Rising rates and fears of a recession have not deterred fundraisers

FT.com - Comment & Analysis
May 25, 2022

Wendy's/Peltz: billionaire weighs taking a bite out of burger chain
Fast-food company can make improvements without a take-private bid

FT.com - Comment & Analysis
May 25, 2022

Partygate report reveals a prime minister unfit to lead
A damning investigation underscores that it is time to move on from Johnson

FT.com - Comment & Analysis
May 25, 2022

When it comes to monkeypox, we must look to history
Universal smallpox vaccination may not be necessary but complacency is not an option in viral outbreaks

FT.com - Comment & Analysis
May 25, 2022

France breathes a sigh of relief as Kylian Mbappé chooses to stay
President Macron was among those who persuaded the footballer to spurn Real Madrid

FT.com - Comment & Analysis
May 25, 2022

Glencore: re-rating beckons after closing the book on past malfeasance
London-listed miner has instituted strict internal controls and installed new leaders at the top

FT.com - Comment & Analysis
May 25, 2022

The supposed method in El Salvador's crypto madness
The perspective on bitcoin looks different from an emerging market vantage

FT.com - Comment & Analysis
May 25, 2022

TotalEnergies: renewable deal puts French major further ahead
Clearway agreement should reassure shareholders that company is on the right path

FT.com - Comment & Analysis
May 25, 2022

Even Sue Gray's scathing verdict is little threat to this prime minister
Boris Johnson's determination to ride out the crisis is validated by Tory MPs who cannot see a better electoral bet

FT.com - Comment & Analysis
May 25, 2022

Boris Johnson should heed warnings from the Australian election
The prime minister must see that you cannot neglect a key part of your electoral coalition without paying a price

FT.com - Comment & Analysis
May 25, 2022

Crypto/Luna: exchanges are likely to be the only winners
Investors are left with little recourse if a cryptocurrency is delisted

FT.com - Comment & Analysis
May 25, 2022

The Lex Newsletter: Twitter bankers on a knife's edge waiting to see if fees are paid
Social network's shareholders are not the only ones fretting over whether Elon Musk pushes through with the deal

FT.com - Comment & Analysis
May 25, 2022

Tech stocks: savvy short sellers make 34 per cent profit from the rout
Investors appear to believe valuations are getting close to reality

FT.com - Comment & Analysis
May 25, 2022

Now is the time to help Ukraine by stepping up sanctions on Russia
Broader measures must cover the financial and energy sectors as well as more government officials and business figures

FT.com - Comment & Analysis
May 25, 2022

Is the ‘subscription economy' going to feel the Netflix effect?
The pandemic boom in consumer subscriptions could falter as the cost-of-living crisis bites and regulators crack down

FT.com - Comment & Analysis
May 25, 2022

German companies struggle to be heard above the noise
Businesses can no longer count on the product to do all the talking

FT.com - Comment & Analysis
May 25, 2022

Can engineers find a magic formula for investors?
Time to take another look at specialist UK companies

FT.com - Comment & Analysis
May 25, 2022

We're asking the wrong questions about stablecoins
Real issue is whether these crypto assets should be allowed to exist at all

FT.com - Comment & Analysis
May 24, 2022

Don't hope for simplicity from the City's Russia export ban
Complexities are an inevitable and acceptable consequence of restrictions on professional services

FT.com - Comment & Analysis
May 24, 2022

HSBC saga reveals how much climate and financial risk are misunderstood
The Stuart Kirk spat reveals the profound level of uncertainty that makes global warming unlike any other public policy problem

FT.com - Comment & Analysis
May 24, 2022

US influence in Asia depends on economic engagement
Biden's first presidential trip to the region struggles to show a positive agenda

FT.com - Comment & Analysis
May 24, 2022

US Treasuries: Fed cannot count on Asian investors forever
Rise of haven currency amid higher rates and a European war is casting a long shadow

FT.com - Comment & Analysis
May 24, 2022

The Fed must act now to ward off the threat of stagflation
We know from the 1970s that the time to throttle an inflationary upsurge is at the beginning

FT.com - Comment & Analysis
May 24, 2022

UK energy: tilting at windfalls puts investment at risk
Windfall taxes would make government's net-zero ambitions even harder to achieve

FT.com - Comment & Analysis
May 24, 2022

Air France-KLM: rights are certificates of scareworthiness
The airline group will have to improve transatlantic travel and cut staff costs to plug its balance sheet hole

FT.com - Comment & Analysis
May 24, 2022

The west is divided over how the war in Ukraine must end
Leaders are at odds over the question of just how crushing a Russian defeat should be

FT.com - Comment & Analysis
May 24, 2022

Trump is losing his stranglehold on Republicans
When the former president's monomania backfires, he looks weak. But this is not necessarily good news for Biden

FT.com - Comment & Analysis
May 24, 2022

Airbnb/China: exit leaves fat margins to local rivals
Competitors such as Meituan are well-placed to benefit from demand when lockdowns ease

FT.com - Comment & Analysis
May 24, 2022

I tried remote working from this subtropical island. Don't get too jealous
Are sun, surf and yoga incompatible with actual work? Cristina Criddle finds out

FT.com - Comment & Analysis
May 24, 2022

How the great generational wealth transfer will shape our political future
Asset ownership and affluence remain key predictors in explaining electoral behaviour

FT.com - Comment & Analysis
May 24, 2022

Now is the time for stockpickers in markets
Best returns can occur when a less cheerful scenario is reflected in security prices

FT.com - Comment & Analysis
May 24, 2022

The Ukraine war casts its shadow over Davos
Financiers and CEOs are no longer the masters of the universe as nationalism and militarism take over

FT.com - Comment & Analysis
May 24, 2022

Why a higher UK minimum wage fails to spur productivity
A British experiment ended up with companies accepting lower profits, charging more or cutting investment

FT.com - Comment & Analysis
May 24, 2022

Virtual clubbing points to future profits from the metaverse
Digital nightlife provides clues to products and services that will help drive the transition

FT.com - Comment & Analysis
May 23, 2022

Why climate change angst is not just an HSBC issue
The banking and asset management sector has much work to do to win the argument internally

FT.com - Comment & Analysis
May 23, 2022

Snap: profit warning highlights more than macroeconomics
In the last quarter, R&D expenses were $455.5mn — 43% of revenue

FT.com - Comment & Analysis
May 23, 2022

Australia is set to become less of an outlier on climate
Election shows dangers of treating global warming as a divisive left-right issue

FT.com - Comment & Analysis
May 23, 2022

JPMorgan/Dimon: capital returns will reconcile investors to higher capex
Bank expects net interest income, excluding its markets business, to surpass $56bn this year, up from previous outlook of $53bn

FT.com - Comment & Analysis
May 23, 2022

Broadcom/VMware: mature software stars are cash cows for the downturn
Acquisition of cloud business would complete transformation of company into a tech vendor

FT.com - Comment & Analysis
May 23, 2022

Siemens Energy/Gamesa: minority buyout promises a turn for the better
Offer for listed subsidiary could strengthen investment case for parent group

FT.com - Comment & Analysis
May 23, 2022

The Irish language is having a moment in the sun
Thousands have marched through Belfast to demand its official recognition in Northern Ireland

FT.com - Comment & Analysis
May 23, 2022

Lessons for the Ukrainian refugee crisis from Syria
There is an opportunity here to cement a commitment to helping all displaced people, regardless of their origin countries

FT.com - Comment & Analysis
May 23, 2022

Kingfisher/DIY: downturn would be tough for pandemic winner
The market still sees the do-it-yourself chain as inescapably cyclical

FT.com - Comment & Analysis
May 23, 2022

Europe must put more pressure on Russian oil exports
EU countries are better placed than others to absorb the effects of a price shock

FT.com - Comment & Analysis
May 23, 2022

Fintech/Klarna: their stars wane amid rising credit costs
Sector spends heavily on customer acquisition which means funding rounds are usually vital not optional

FT.com - Comment & Analysis
May 23, 2022

Lies weaken Russia in its trial of strength with the west
The US and its allies specialise in hypocrisy but their open systems permit the uncovering of painful truths

FT.com - Comment & Analysis
May 23, 2022

What a bear market means
The climbdown has been surprisingly low drama

FT.com - Comment & Analysis
May 23, 2022

The threat shadow banks pose to the global economy
This realm beyond regulators is where the next crisis will arise

FT.com - Comment & Analysis
May 23, 2022

Private equity moves into the antitrust spotlight
Top US enforcer wants more scrutiny of ‘roll up' acquisitions which build dominant market shares

FT.com - Comment & Analysis
May 23, 2022

Overdue reality check for Fed and markets has barely begun
Investors' expectations that interest rates will not rise much may be very misguided

FT.com - Comment & Analysis
May 23, 2022

How shadow banks threaten the global economy
This realm beyond regulators is where the next crisis will arise

FT.com - Comment & Analysis
May 22, 2022

Why presenteeism is an enduring corporate narcotic
Some leaders are demanding long hours in offices as if the WFH revolution never happened

FT.com - Comment & Analysis
May 22, 2022

Why AI is everywhere except your company
Uptake of artificial intelligence is slow, despite the hype. A professor explains

FT.com - Comment & Analysis
May 22, 2022

Global tensions strain weak links in tech supply chains
Business leaders and students must prepare for disruption to people and parts

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