NEWS: FT.COM - COMMENT & ANALYSIS
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   NEWS: FT.COM - COMMENT & ANALYSIS
FT.com - Comment & Analysis
Oct 22, 2024

Paper and packaging recycles a cyclical tale of booms and busts
Prices for containerboards are still well below the pandemic boom years

FT.com - Comment & Analysis
Oct 22, 2024

The long end keeps on rising
And emerging markets in a no-landing scenario

FT.com - Comment & Analysis
Oct 22, 2024

The human race is suffering from success
Treating today's mental and physical conditions may be a challenge, but their prevalence is actually a good sign

FT.com - Comment & Analysis
Oct 22, 2024

The bill is coming for tech's open source free lunch
Drama at WordPress exposes the risks of relying on publicly shared code

FT.com - Comment & Analysis
Oct 22, 2024

London pushes into a new immersive market
Theatrical venture draws on city's tradition to extend light shows beyond art

FT.com - Comment & Analysis
Oct 22, 2024

Tim Burton should have stayed in the suburbs — interiors is where his power lies
A new exhibition highlights the ‘Beetlejuice' director's preoccupation with architecture, and his understanding of houses as both a site of aspiration and anxiety

FT.com - Comment & Analysis
Oct 21, 2024

Rachel Reeves's Budget balancing act
The chancellor's tax plans must avoid overburdening business and investors

FT.com - Comment & Analysis
Oct 21, 2024

Organised crime has taken on a different shape in Latin America
The US and Europe must partner with the region to dismantle bigger and stronger criminal enterprises

FT.com - Comment & Analysis
Oct 21, 2024

Sanofi deal offers only partial headache relief
The French pharma group does not seem to have extracted a knockout price

FT.com - Comment & Analysis
Oct 21, 2024

Solving the UK's consumption conundrum
Real earnings are rising and consumer confidence has improved yet households still choose to save their disposable income rather than spend it

FT.com - Comment & Analysis
Oct 21, 2024

Migratory birds fly into a miasma of human making
This year the migration of the Midwest's rich avian life has been visibly disrupted — but treats for the enthusiast remain

FT.com - Comment & Analysis
Oct 21, 2024

Chobani shows investors will eat historic levels of credit risk
If there is a company worthy of handling a low credit rating it may be the Greek yoghurt maker

FT.com - Comment & Analysis
Oct 21, 2024

Only Nato can secure a ‘West German' future for Ukraine
Accession to the EU needs to be complemented by the security alliance

FT.com - Comment & Analysis
Oct 21, 2024

What the world thinks of Harris versus Trump
Strongman leaders around the globe would welcome a victory for the Republican former president

FT.com - Comment & Analysis
Oct 21, 2024

Europe can still birth the occasional unicorn
Revolut and Monzo show it is not all doom and gloom for European VC

FT.com - Comment & Analysis
Oct 21, 2024

Soft landing vs no landing
And election prediction markets

FT.com - Comment & Analysis
Oct 21, 2024

The Nobel for Econsplaining
Acemoglu, Johnson and Williams won a prize for applying economics to the very things economics is inherently bad at figuring out

FT.com - Comment & Analysis
Oct 21, 2024

The pink tide is drowning Latin America
Where the populist left is in control, economies and markets are faltering

FT.com - Comment & Analysis
Oct 21, 2024

The populist left is holding back Latin America
Economies are facing another ‘lost decade'

FT.com - Comment & Analysis
Oct 21, 2024

Power, as well as price, matters in a well-run economy
That's the lesson to take from both the founding of the Bretton Woods system 80 years ago and the Biden administration today

FT.com - Comment & Analysis
Oct 21, 2024

Buy now, pain later — the looming risks of BNPL
Prudential regulators should be monitoring both personal and systemic risks

FT.com - Comment & Analysis
Oct 21, 2024

What are things coming to if a multinational can't humble a government?
A behind-the-scenes look at the work of Rutherford Hall, critical communications strategist

FT.com - Comment & Analysis
Oct 21, 2024

Why the west should be paying more attention to the gold price rise
Buying of the precious metal reflects rising interest in alternatives to the dollar-based financial system

FT.com - Comment & Analysis
Oct 20, 2024

Labour's ‘reform or die' mantra for the NHS misses the urgent tasks
The real challenge is how to make fast enough progress to offset increasing demands on the health service

FT.com - Comment & Analysis
Oct 20, 2024

Europe should take a digital leap across its innovation gap
The US is enjoying a virtuous cycle, while the EU is caught in a mid-tech trap

FT.com - Comment & Analysis
Oct 20, 2024

Big Tech's dash for nuclear power
The take-off of AI will fuel a surge in demand for electricity

FT.com - Comment & Analysis
Oct 20, 2024

The power and the perils of Trump's ‘flow state'
The former president's latest town hall was a spectacle even by the standards of modern American politics

FT.com - Comment & Analysis
Oct 20, 2024

If you cough, you're off
Why is it so hard to follow this first rule of flu season office etiquette

FT.com - Comment & Analysis
Oct 20, 2024

The problem with Britain's red tape obsession
UK has repeatedly promised to reduce bureaucracy, but such pledges have also kept falling short

FT.com - Comment & Analysis
Oct 19, 2024

Why the cost of insurance is driving UK motorists to distraction
This multi-faceted problem is not for the industry alone

FT.com - Comment & Analysis
Oct 19, 2024

In search of art without an argument
Why artists are so often banal or strident in their treatment of politics

FT.com - Comment & Analysis
Oct 19, 2024

Conkers scandal is a reminder of bonkers worlds everywhere we look
Accusations of cheating reveal a drama fit for TV

FT.com - Comment & Analysis
Oct 19, 2024

‘Nobody Wants This' and the new agelessness of man
Netflix's hit romantic comedy reflects a world in which wrinkles, offices and children are slowly being obliterated

FT.com - Comment & Analysis
Oct 19, 2024

New experiments in grape growing
Breeders have crossed and hybridised vines for centuries but they're facing different challenges now

FT.com - Comment & Analysis
Oct 18, 2024

Why the World Bank and IMF matter more than ever
As global co-operation wilts, the twins must adapt to new realities

FT.com - Comment & Analysis
Oct 18, 2024

A ‘full fat' Budget is impossible — what are the trade-offs?
Traditional Labour measures on tax and borrowing will need to be balanced with thinner fare to keep to fiscal constraints

FT.com - Comment & Analysis
Oct 18, 2024

Emerging markets are having a moment
US interest rate cuts spur reassessment of asset class and bolster its allure

FT.com - Comment & Analysis
Oct 18, 2024

Harris and Trump are equally silent on the expanding US debt
The nation is borrowing to finance current consumption rather than to make much-needed long-term investments

FT.com - Comment & Analysis
Oct 18, 2024

Are tulips just too much trouble?
Disease-prone, plundered by wildlife, and the very opposite of sustainable, the spring blooms are a rollercoaster ride — bumpy but unmissable

FT.com - Comment & Analysis
Oct 18, 2024

Labour's promise of change requires a clearer message
Starmer's government must learn from leaders who transformed Britain: Attlee, Blair and, yes, Thatcher

FT.com - Comment & Analysis
Oct 18, 2024

Investing in Ukraine's homegrown defence industry could help the west
A creative approach to supporting the country would look at its military start-up scene

FT.com - Comment & Analysis
Oct 18, 2024

Ask Shrimsley: were the '80s as much fun as Jilly Cooper says?
Absolutely. Although I don't remember doing any of that stuff myself

FT.com - Comment & Analysis
Oct 18, 2024

The sun is setting on traditional retirement
Demographic changes force a rethink, but that's not necessarily a bad thing

FT.com - Comment & Analysis
Oct 18, 2024

Uber can be a super app without being a ‘super app'
Being a mythical ‘everything app' is a trophy chief executive Dara Khosrowshahi does not need

FT.com - Comment & Analysis
Oct 18, 2024

Kevin Hassett: ‘They let inflation get out of control'
Trump ‘supports' Fed independence, but ‘wants to have his voice heard', says former president's ex-economic adviser

FT.com - Comment & Analysis
Oct 18, 2024

A beginner's guide to US earnings season
Corporate profits matter, but some results matter more than others

FT.com - Comment & Analysis
Oct 18, 2024

Beard taxes and other lessons for Rachel Reeves
The chancellor could find new ways to raise money — or she could just broaden the tax base

FT.com - Comment & Analysis
Oct 18, 2024

Corporate Germany is on sale
German companies have become relatively small and relatively cheap

FT.com - Comment & Analysis
Oct 18, 2024

Why are some countries richer than others? Ask the Nobel economists
Their work explores how institutions created in the distant past can still shape countries in the present

FT.com - Comment & Analysis
Oct 18, 2024

Yes, CEOs are moving left, but ‘woke capitalism' is not the whole story
The corporate world has taken a progressive turn, while polarisation is also on the rise

FT.com - Comment & Analysis
Oct 18, 2024

EU markets need to commit to catch up with US on T 1
Adoption of new settlement cycle has led to greater efficiency, increased liquidity and enhanced risk mitigation

FT.com - Comment & Analysis
Oct 17, 2024

Dolan's Sphere will struggle to square the circle on its finances
Company hopes its Las Vegas venue can attract enough lucrative traffic to fill the space most nights

FT.com - Comment & Analysis
Oct 17, 2024

The tech sector should brace for further turbulence
Whatever the long term shifts that are making its products more central to everyday life, chips remain highly cyclical

FT.com - Comment & Analysis
Oct 17, 2024

Labour's unambitious reset with the EU
The UK government has constrained itself too much within its red lines

FT.com - Comment & Analysis
Oct 17, 2024

Citi's comeback is capped by regulatory threat
Bank must spend to fix the areas where regulators require faster progress, complicating efforts to bring costs down

FT.com - Comment & Analysis
Oct 17, 2024

Will AI ‘compress' the 21st century?
Several of the top AI leaders are now tamping down the fear factor and turning up the volume on hope and hype

FT.com - Comment & Analysis
Oct 17, 2024

Unequal school funding hobbles the American dream
The next administration must act on disparities in education resources and teaching quality that choke social mobility

FT.com - Comment & Analysis
Oct 17, 2024

Why Tory leaders win the diversity challenge
The party's recent record shows that Badenoch's ascent to leadership favourite is no accident

FT.com - Comment & Analysis
Oct 17, 2024

The west's halfhearted resistance to Russia
Ukraine's friends can be much tougher with Moscow's ‘shadow fleet' — and other economic weapons

FT.com - Comment & Analysis
Oct 17, 2024

After a month of fine dining, what have I learnt?
Gastronomic odyssey or therapy session? Our critic reflects

FT.com - Comment & Analysis
Oct 17, 2024

Taboos take a back seat in a new Europe
Fewer voters are put off by the roots of some far-right parties

FT.com - Comment & Analysis
Oct 17, 2024

WPP has been outsmarted by its old rival Publicis
The UK advertising group led by Mark Read has lost momentum and looks vulnerable

FT.com - Comment & Analysis
Oct 17, 2024

There are no easy answers to the decline of UK's Aim
Number of companies listed on the junior stock market is barely over 700

FT.com - Comment & Analysis
Oct 17, 2024

If you're so happy, why are you buying so much gold?
The rally that won't quit

FT.com - Comment & Analysis
Oct 17, 2024

The great wall of debt
Given the pile of maturing financing, 2025 and 2026 will prove challenging years for investors

FT.com - Comment & Analysis
Oct 17, 2024

The magic pony of private finance fails to fund the global green transition
It's unrealistic to imagine investors will massively increase their contribution to developing-country infrastructure

FT.com - Comment & Analysis
Oct 17, 2024

US economic growth is strong — so why cut rates?
Only borrowers such as struggling commercial property and debt-laden zombie companies will benefit

FT.com - Comment & Analysis
Oct 16, 2024

ASML pours vinegar on investors' chips banquet
Purveyor of chipmaking equipment warns of cooling demand, but it's not just customers spoiling the feast

FT.com - Comment & Analysis
Oct 16, 2024

China's investors are counting on fiscal stimulus
Recent market rally will peter out without decisive policy action to boost the economy

FT.com - Comment & Analysis
Oct 16, 2024

Lebanon feels it is being punished for a decision Hizbollah made
Civil society has sprung into action but the overwhelming sense of solidarity may be hard to sustain

FT.com - Comment & Analysis
Oct 16, 2024

Lebanon is caught in a maelstrom of challenges
The country feels it is being punished for a decision Hizbollah made on its own

FT.com - Comment & Analysis
Oct 16, 2024

Part variety show, part sermon: inside Mexico's presidential briefings
Claudia Sheinbaum has taken up the mantle but she lacks her predecessor's bombastic style

FT.com - Comment & Analysis
Oct 16, 2024

Nigeria's economic transformation must succeed
Failure would set back the cause of reform across sub-Saharan Africa

FT.com - Comment & Analysis
Oct 16, 2024

This luxury capitulation has barely begun
Investors greeted LVMH's disappointing sales with surprising aplomb

FT.com - Comment & Analysis
Oct 16, 2024

Hong Kong's IPO market could benefit from robo-vehicle boom
If Horizon reaches its $696mn target, it would be the city's largest initial public offering this year

FT.com - Comment & Analysis
Oct 16, 2024

The difference between Harris and Starmer
A cautious politician is easier to elect than an ambiguous one

FT.com - Comment & Analysis
Oct 16, 2024

The growing problems with buying leasehold
Stringent new regulations on adapting tall buildings are among the new challenges facing those buying a flat

FT.com - Comment & Analysis
Oct 16, 2024

23andMe succumbs to a dismal genetic destiny
Was it nature or nurture? In the unhappy case of a DNA testing company and its sliding share price, the answer is both

FT.com - Comment & Analysis
Oct 16, 2024

How big is ‘big enough' for China's stimulus?
Some estimates and theories

FT.com - Comment & Analysis
Oct 16, 2024

Diversity concerns cast a shadow over the science Nobels
Failure to ensure wider representation challenges the perception of science as a merit-driven enterprise

FT.com - Comment & Analysis
Oct 16, 2024

Can I transfer my property to my son to reduce tax liabilities?
I own a second home in Cornwall and spend a few weeks there every year

FT.com - Comment & Analysis
Oct 16, 2024

Private equity skirts losses to the economy's cost
Valuations and business models will remain artificially propped up

FT.com - Comment & Analysis
Oct 16, 2024

Four investment mistakes you really don't want to repeat
It's not easy, but the best investors learn from their errors

FT.com - Comment & Analysis
Oct 16, 2024

Why has your Big Mac become so much more expensive?
Governments and business are trying to work out who to blame for cheapflation

FT.com - Comment & Analysis
Oct 16, 2024

UK luxury brands at risk of going from riches to rags
Mulberry and Burberry in need of a drastic change of style

FT.com - Comment & Analysis
Oct 16, 2024

UK luxury brands in risk of going from riches to rags
Mulberry and Burberry in need of a drastic change of style

FT.com - Comment & Analysis
Oct 15, 2024

Investors should be wary of Tesla's robotaxi hype
The pay-off from fully self-driving cars is likely to take much longer than expected

FT.com - Comment & Analysis
Oct 15, 2024

American love of credit cards will blunt instant payment appeal
Visa and Mastercard can rest easy for now

FT.com - Comment & Analysis
Oct 15, 2024

Elon Musk's feat of engineering
Starship shows what the entrepreneur can achieve when he sticks to what he does best

FT.com - Comment & Analysis
Oct 15, 2024

The UK should resist calls for infrastructure public ownership
Privatisation is not the solution for every situation but it can be highly effective in many cases

FT.com - Comment & Analysis
Oct 15, 2024

China's economic ills are serious but not incurable
Unfortunately, policymakers have made things worse by resorting to temporary palliatives

FT.com - Comment & Analysis
Oct 15, 2024

This UK recruitment downturn looks set to last
Tellingly for an industry that thrives on bullishness, green shoots are sparse

FT.com - Comment & Analysis
Oct 15, 2024

The Fed should beware declaring the war on inflation over prematurely
Wobbles in the bond market suggest investors think the US central bank turned too dovish too soon

FT.com - Comment & Analysis
Oct 15, 2024

America's dead heat Trump-Harris election
In a country divided into mutually hostile camps, no easy resolution to the polarisation seems likely

FT.com - Comment & Analysis
Oct 15, 2024

America's dead-heat Trump-Harris election
In a country divided into mutually hostile camps, no easy resolution to the polarisation seems likely

FT.com - Comment & Analysis
Oct 15, 2024

Is Tesla losing the robotaxi race?
It has some obstacles to navigate

FT.com - Comment & Analysis
Oct 15, 2024

The inflation risk for emerging markets
Fiscal indiscipline looms as the biggest threat after central bank battles to slow rising prices

FT.com - Comment & Analysis
Oct 15, 2024

The pressure points for emerging markets on inflation
Fiscal indiscipline looms as the biggest threat after central bank battles to slow rising prices

FT.com - Comment & Analysis
Oct 15, 2024

European refining adds fuel to oil majors' fires
There is more than one sort of oil price slump

FT.com - Comment & Analysis
Oct 15, 2024

Rachel Reeves should not appease bond market vigilantes
In preparing her inaugural Budget, she would do well to ignore advice from market sages

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