NEWS: FT.COM - COMMENT & ANALYSIS
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   NEWS: FT.COM - COMMENT & ANALYSIS
FT.com - Comment & Analysis
Oct 10, 2024

Hurricane Milton will test Florida's creaking home insurance system
It may be that a warming planet cannot be underwritten at any acceptable cost

FT.com - Comment & Analysis
Oct 10, 2024

US exceptionalism is not enough for investors
There are reasons to challenge the ‘they're just better' narrative used to justify overweight positions in American stocks

FT.com - Comment & Analysis
Oct 10, 2024

Is there a GLP-1 bubble?
A big market narrative with an eerie absence of sceptics

FT.com - Comment & Analysis
Oct 10, 2024

IMF surcharges saga could threaten its credibility
There must be meaningful reform to a system that hurts the most indebted countries

FT.com - Comment & Analysis
Oct 10, 2024

How value chains survived the great inflation without state help
One-off supply-demand mismatches during the Covid shock don't justify widespread government intervention

FT.com - Comment & Analysis
Oct 10, 2024

Ireland is awash with cash but needs an infrastructure vision
Country struggling to catch up on needs of its expanding population amid near full employment

FT.com - Comment & Analysis
Oct 10, 2024

How anime took over the world
The global footprint of the animated sub-genre is growing inexorably

FT.com - Comment & Analysis
Oct 09, 2024

Breaking up Google would be misguided
It is better to target the tech giant's ability to entrench its power

FT.com - Comment & Analysis
Oct 09, 2024

Italy's single women fight for the right to IVF
Currently the government only permits heterosexual, married women to undergo treatment

FT.com - Comment & Analysis
Oct 09, 2024

Lessons in law and economics from the Next pay gap case
Companies need to be careful, but the judgment ultimately preserves market forces

FT.com - Comment & Analysis
Oct 09, 2024

Rio Tinto is not bagging a bargain with lithium deal
Extreme volatility in price of key battery material reflects uncertainty over current global market for electric vehicles

FT.com - Comment & Analysis
Oct 09, 2024

Rio Tinto isn't bagging a bargain with lithium deal
Extreme volatility in price of key battery material reflects uncertainty over current global market for electric vehicles

FT.com - Comment & Analysis
Oct 09, 2024

Google break-up could turn Big Tech into Medium Tech
The DoJ's recommendations show how far the government is willing to go to shift the balance of power

FT.com - Comment & Analysis
Oct 09, 2024

Illness is flourishing in fiction once again
A renewed focus on pandemics, sanatoriums and troubled minds reveals much about the state of our times

FT.com - Comment & Analysis
Oct 09, 2024

Couche-Tard's pursuit will force 7-Eleven to mount a tougher defence
Japan's designation of Seven & i as a ‘core business' means a deal will not be easy, but investors should benefit regardless

FT.com - Comment & Analysis
Oct 09, 2024

US foreign policy is too volatile to lead the world
The swings between Democratic and Republican presidents weren't so wild in America's heyday

FT.com - Comment & Analysis
Oct 09, 2024

Inflation and consumer sentiment
Plus bad food stocks, and more on the jobs report

FT.com - Comment & Analysis
Oct 09, 2024

It's a good thing that European dealmaking is back on the table
The pressing risk no longer is that banks are ‘too big to fail' but ‘too small to deliver'

FT.com - Comment & Analysis
Oct 09, 2024

Marburg outbreak in Rwanda shows some post-pandemic progress
It is too early to know whether the prompt response to the virus is enough to turn the tide

FT.com - Comment & Analysis
Oct 09, 2024

Should we let friends share our nanny?
How would this work in practice with pay, holiday and tax?

FT.com - Comment & Analysis
Oct 09, 2024

Costs of the green transition loom large for European companies
Business leaders say Europe's policymakers are ill prepared for just how expensive the shift is likely to be

FT.com - Comment & Analysis
Oct 09, 2024

How the US should reform taxes
Many proposals coming from both political parties make little sense and would upend the principles of a fair and efficient system

FT.com - Comment & Analysis
Oct 08, 2024

The business case for the planet
Sustainability is a business issue, creating risks and opportunities across all sectors

FT.com - Comment & Analysis
Oct 08, 2024

Google break-up reads like antitrust fan-fiction
A world where the tech giant gets dismantled is more plausible than it was, but investors have reason to be unfazed

FT.com - Comment & Analysis
Oct 08, 2024

The world's renewable energy potential is gridlocked
Transmission lines and energy storage solutions need to be deployed much faster

FT.com - Comment & Analysis
Oct 08, 2024

Trump's trade policies would hurt the world
His new suggestions would have a far bigger impact than the relatively modest ‘starter protectionism' of his first term

FT.com - Comment & Analysis
Oct 08, 2024

Private equity's latest source of leveraged buyout funding is US farmers
Farm credit funding parent corporation has more than $400bn of debt securities outstanding that supports its lending

FT.com - Comment & Analysis
Oct 08, 2024

Vistry's profit warning exposes faultlines in its partnership model
In theory the UK housebuilder's troubles are not systemic

FT.com - Comment & Analysis
Oct 08, 2024

America's hurricane wreck of an election
Almost anything could tip the result in what is essentially a toss-up between Harris and Trump

FT.com - Comment & Analysis
Oct 08, 2024

LG Energy flashes another warning light on EV sales
Drop in South Korean battery maker's profits raises concerns about future demand for electric vehicles

FT.com - Comment & Analysis
Oct 08, 2024

Why Pfizer sorely needs the activist treatment
The drugmaker is worth less now than before the pandemic

FT.com - Comment & Analysis
Oct 08, 2024

Overreaction watch, no-landing edition
And the sukuk market

FT.com - Comment & Analysis
Oct 08, 2024

Is the dollar's decline already over?
Strong US jobs data is likely to add to other forces to keep the currency strong

FT.com - Comment & Analysis
Oct 08, 2024

Hallucinogens, hexes and healing — inside the witch's garden
All too often plants are demoted from mysterious organisms to passive garden ornaments. Henbane, mandrake and other ‘witching herbs' remind us to carefully respect their power and magic

FT.com - Comment & Analysis
Oct 08, 2024

Exploding pagers and spy chips: the rising risk of hardware tampering
Unreliable suppliers can modify devices, yet companies devote few resources to verifying the origin of components

FT.com - Comment & Analysis
Oct 08, 2024

How luxury priced itself out of the market
There are signs that the luxury sector's post-pandemic price rises have dented its appeal

FT.com - Comment & Analysis
Oct 08, 2024

There is such a thing as British culture
That is why politicians of all stripes should be wary of undermining the BBC

FT.com - Comment & Analysis
Oct 07, 2024

Ukraine's shifting war aims
Kyiv is not being given the support it needs to regain the upper hand over Russia

FT.com - Comment & Analysis
Oct 07, 2024

Cerebras IPO is a bet that bigger is not better
The upstart chipmaker hopes to take on industry champ Nvidia with its larger-than-life AI wafers

FT.com - Comment & Analysis
Oct 07, 2024

Cerebras IPO is a bet that bigger isn't better
The upstart chipmaker hopes to take on industry champ Nvidia with its larger-than-life AI wafers

FT.com - Comment & Analysis
Oct 07, 2024

Russia's new budget is a blueprint for war, despite the cost
While Putin's adaptable economy can survive, he faces an unsolvable trilemma in the years ahead

FT.com - Comment & Analysis
Oct 07, 2024

British Airways owner cannot cruise above punctuality problems forever
Speedier delivery will be needed to ensure customer reviews start to reflect IAG's investor experience

FT.com - Comment & Analysis
Oct 07, 2024

The false promise of regime change in Iran
Military intervention is not the way to bring about the fall of the Islamic republic

FT.com - Comment & Analysis
Oct 07, 2024

The old US economic policy is dying and the new cannot be born
Industrial rivalry and tensions with China frame a confused debate about the pressures of globalisation

FT.com - Comment & Analysis
Oct 07, 2024

Global EV ructions will put a drag on shipping too
Laeisz's deal to sell its pure car and truck carriers fleet is a hint that the market has peaked

FT.com - Comment & Analysis
Oct 07, 2024

The jobs report was a relief, not a revelation
And rising long yields

FT.com - Comment & Analysis
Oct 07, 2024

Why private credit's gung-ho growth needs proper monitoring
A rapid expansion in finance is coming together in an excitable cocktail of risk and opportunity

FT.com - Comment & Analysis
Oct 07, 2024

The perils of America's chips strategy
Progress has been made at home, but what comes next abroad will make a big difference

FT.com - Comment & Analysis
Oct 07, 2024

America's chips effort is at a crossroads
Progress has been made at home, but what comes next abroad will make a big difference

FT.com - Comment & Analysis
Oct 07, 2024

‘No more bailouts': the missing US campaign slogan
There is a populist idea that would be both good economics and good politics

FT.com - Comment & Analysis
Oct 07, 2024

Leaving stuff on the stairs to take up later is not OK
My husband is tidy. I am not. But what started as a simple passive-aggressive back-and-forth escalated when my husband started leaving stuff on the landing

FT.com - Comment & Analysis
Oct 06, 2024

Make sure you are buying the dip not the freefall
A behind-the-scenes look at the work of Rutherford Hall, critical communications strategist

FT.com - Comment & Analysis
Oct 06, 2024

OpenAI is right to abandon non-profit status
Complicated corporate structures cannot force leaders to agree and makes fundraising more difficult

FT.com - Comment & Analysis
Oct 06, 2024

One year on, my daughter is still Hamas's hostage
We must unite as a global community with a singular objective — release the hostages and agree to a ceasefire deal

FT.com - Comment & Analysis
Oct 06, 2024

To really change the EU, the northern flank must take the lead
Nine like-minded member states would be enough to break the logjams on reform

FT.com - Comment & Analysis
Oct 06, 2024

Britain's debt rule is not fit for purpose
The chancellor should begin moving the country to a more dynamic fiscal framework

FT.com - Comment & Analysis
Oct 06, 2024

How I learnt to stop worrying and (mostly) love the e-bike
Unsightly kerbside debris to some, eco-friendly cycles for hire have improved urban journeys

FT.com - Comment & Analysis
Oct 06, 2024

The case for office pettiness
There is a reason white-collar workers obsess about the most apparently trivial things

FT.com - Comment & Analysis
Oct 06, 2024

Why tech unicorns struggle to avoid the glue factory
More companies are reaching the $1bn valuation milestone, but growing from horned foal to winged steed is getting tougher

FT.com - Comment & Analysis
Oct 05, 2024

When one door closes . . .
How should we approach the sometimes daunting opportunities life offers us?

FT.com - Comment & Analysis
Oct 05, 2024

Why a ‘rural lifestyle' group rules the retail roost
Tractor Supply has grown thanks to hobby farmers, small ranchers, suburban and rural homeowners

FT.com - Comment & Analysis
Oct 05, 2024

The best lamps for dark autumn days
Turn off the overhead light and bring a warm glow to interiors

FT.com - Comment & Analysis
Oct 05, 2024

The surprising benefits of marital rage
How strong and difficult feelings might be used to strengthen intimacy rather than corrode it

FT.com - Comment & Analysis
Oct 05, 2024

Sally Rooney and the two sides of fame
It's not ingratitude to acknowledge the tension between acclaim and attention

FT.com - Comment & Analysis
Oct 05, 2024

Leadership contests are what the Tory party does best
At this stage in the cycle, the Conservatives don't want to be normal, they want to be themselves

FT.com - Comment & Analysis
Oct 05, 2024

India is getting serious about wine. What will that mean?
The latest hobby enjoyed by affluent Indians might give producers reason to be cheerful

FT.com - Comment & Analysis
Oct 05, 2024

Can liberals be trusted with liberalism?
If the woke movement is now fading, it wasn't the sensible centre that beat it back

FT.com - Comment & Analysis
Oct 05, 2024

Cathedrals of industrial power are ripe for reimagining
The sublime ruins of our heavy manufacturing past can have a new life as monuments

FT.com - Comment & Analysis
Oct 05, 2024

China's stock rally for the ages shows power of crowds
Market shunned by foreign investors suddenly skyrockets

FT.com - Comment & Analysis
Oct 04, 2024

A year of war in the Middle East
Hamas attack on Israel was horrific, but the response has inflamed the region

FT.com - Comment & Analysis
Oct 04, 2024

Ballot box power is devolving to retail investors
Proxy agencies and asset managers will still face scrutiny over their policies

FT.com - Comment & Analysis
Oct 04, 2024

The retaliatory cycle has Iran and Israel firmly in its grip
Speculation about targets is growing as the region grapples with what comes next

FT.com - Comment & Analysis
Oct 04, 2024

Ehud Olmert and Nasser al-Kidwa: Israelis and Palestinians alike need hope — and a plan
Our peace proposal may be outside of consensus thinking but it could help end this conflict for both our peoples

FT.com - Comment & Analysis
Oct 04, 2024

Nietzsche, Burke and the secret to a happy garden
The answer is plants that thrive, and so make us smile — here are three that lead the way

FT.com - Comment & Analysis
Oct 04, 2024

In British politics, the centre no longer holds
Real energy is to be found in single-issue groups and parties to the left and right of Labour and the Tories

FT.com - Comment & Analysis
Oct 04, 2024

Saga is still battling its private equity legacy, a decade on
Woes persist for London-listed company pummelled by pandemic and inflationary headwinds

FT.com - Comment & Analysis
Oct 04, 2024

In investing, what if bad is good and good is bad?
As with parenting, constraints are not enemies. Quite the opposite in fact

FT.com - Comment & Analysis
Oct 04, 2024

Stopping the great AI energy squeeze will need more than data centres
Innovative solutions require joined up government, which is currently in short supply

FT.com - Comment & Analysis
Oct 04, 2024

Ask Shrimsley: I've borked Britain. Is it time to write my memoirs?
Yes, please do. Everyone is dying to know why it wasn't your fault

FT.com - Comment & Analysis
Oct 04, 2024

Battery storage funds have gone flat for investors
Rollout of clean energy technology has been fraught

FT.com - Comment & Analysis
Oct 04, 2024

Private credit's latest contraption
There goes the neighbourhood

FT.com - Comment & Analysis
Oct 04, 2024

First instincts vs second thoughts, which side are you on?
Studying the way we stumble into cognitive traps could be key to understanding how to beat misinformation

FT.com - Comment & Analysis
Oct 04, 2024

How climate risk will complicate central bankers' jobs
Severe weather events are intensifying and so too are their economic impacts

FT.com - Comment & Analysis
Oct 04, 2024

The ransomware battle is shifting — so should our response
Billions of dollars are being lost each year and critical infrastructure is coming under threat

FT.com - Comment & Analysis
Oct 04, 2024

Was buying the Rolls-Royce a mistake?
Servicing costs are crippling, but it's an investment, right?

FT.com - Comment & Analysis
Oct 04, 2024

Was it a mistake to buy a Rolls-Royce?
Servicing costs are crippling, but it's an investment, right?

FT.com - Comment & Analysis
Oct 04, 2024

We may have passed peak obesity
Weight loss drugs appear to be having an effect at the population level

FT.com - Comment & Analysis
Oct 04, 2024

Is it stylish to be fit?
What I learnt from becoming a middle-aged man in Lycra

FT.com - Comment & Analysis
Oct 04, 2024

Jumbo loans show risk returning to UK mortgage market
New mortgage deals on offer should prompt wariness

FT.com - Comment & Analysis
Oct 03, 2024

Britain's farewell to the power of King Coal
The UK's journey to low-carbon electricity is a case study for others

FT.com - Comment & Analysis
Oct 03, 2024

A break up won't improve CVS's health
The bet on signing up more seniors to its Medicare Advantage insurance plan backfired

FT.com - Comment & Analysis
Oct 03, 2024

A break-up will not improve CVS's health
The bet on signing up more seniors to Medicare Advantage insurance plan backfired

FT.com - Comment & Analysis
Oct 03, 2024

A break-up won't improve CVS's health
The bet on signing up more seniors to its Medicare Advantage insurance plan backfired

FT.com - Comment & Analysis
Oct 03, 2024

The US needs to act to avoid Eurosclerosis
Draghi's report holds lessons for America on the dangers of overregulation

FT.com - Comment & Analysis
Oct 03, 2024

The new Conservative class war
Badenoch's attack on an overweening state seeks to imitate Thatcher's case against the overmighty trade unions

FT.com - Comment & Analysis
Oct 03, 2024

The price of private equity may be too high for Asda
TDR Capital's majority ownership of the struggling UK supermarket chain is a test for the industry

FT.com - Comment & Analysis
Oct 03, 2024

The conflicted investment case for defence tech
There's a bull market for the fast-changing sector but investing and innovating in weapons carries risks

FT.com - Comment & Analysis
Oct 03, 2024

Why selling gilts on the blockchain is just a token gesture
Take-up of the technology faces significant obstacles and disrupting the UK's status quo will be a struggle

FT.com - Comment & Analysis
Oct 03, 2024

Why I stopped making election forecasts
The shocks of recent times have shown the rational voter is a myth

FT.com - Comment & Analysis
Oct 03, 2024

How to fragment the global economy
The many ways in which the big blocs can make it hard to stay non-aligned

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