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 NEWS: FT.COM - COMMENT & ANALYSIS
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   NEWS: FT.COM - COMMENT & ANALYSIS
FT.com - Comment & Analysis
Nov 21, 2024

The three big market uncertainties
Plus earnings season

FT.com - Comment & Analysis
Nov 21, 2024

Japan urgently needs to plug its CFO deficit
Investors expect to deal with people fluent in shareholder-focused language

FT.com - Comment & Analysis
Nov 21, 2024

The other side of the UK's infrastructure problem
Well-planned investable projects are in short supply

FT.com - Comment & Analysis
Nov 21, 2024

The risks of being too gloomy on Trump tariff plans
Overly pessimistic warnings of economic shocks could weaken crucial support for globalisation

FT.com - Comment & Analysis
Nov 20, 2024

Nvidia's dizzying growth is now everyone's business
Chip giant's earnings are a big event for US equity investors, and not just because of its $3.6tn heft

FT.com - Comment & Analysis
Nov 20, 2024

Target's frugal customers leave it cheap and cheerless
The US big box retailer's focus on non-food goods leaves it exposed now that shoppers are more wary of spending

FT.com - Comment & Analysis
Nov 20, 2024

The scourge of corporate secrecy
A concerted push towards open-access data is needed to fight dirty money

FT.com - Comment & Analysis
Nov 20, 2024

The push for climate taxes gets real in Baku
Airlines say fossil fuel companies should be targeted first

FT.com - Comment & Analysis
Nov 20, 2024

Tech has room for the minnows too — as Sage shows
The small UK software group may benefit from Trump's promised tax cuts and tariffs

FT.com - Comment & Analysis
Nov 20, 2024

What's to be done about Delhi's toxic smog?
Efforts to mitigate the air pollution smothering the capital require collective action

FT.com - Comment & Analysis
Nov 20, 2024

Joe Biden loses to Xi Jinping in battle for Latin America
US leader's farewell trip to Brazil and Peru epitomises Washington's waning influence

FT.com - Comment & Analysis
Nov 20, 2024

How to fight the silent debt crisis engulfing the global south
Multilateral institutions must help these countries find the money to stave off climate change

FT.com - Comment & Analysis
Nov 20, 2024

Elliott's Tokyo Gas property push should not get Lost in Translation
With Japan's hotel market booming, now would be a good time for the group to consider selling the Park Hyatt Tokyo

FT.com - Comment & Analysis
Nov 20, 2024

How Britain squandered the best hand in the world
Having had three friends in high places — the US, the EU and China — the UK contemplates life with none

FT.com - Comment & Analysis
Nov 20, 2024

The US consumer is fine (but no better)
Aggregates conceal a lot

FT.com - Comment & Analysis
Nov 20, 2024

The valuation warning for Costco and other higher-rated stocks
When companies approach extreme price levels, gravity looms

FT.com - Comment & Analysis
Nov 20, 2024

Even brands built to last need a nimble strategy to thrive and endure
No iron law states that a business will keep growing, even one renowned for excellence

FT.com - Comment & Analysis
Nov 20, 2024

Germany finds itself in a predicament of its own making
While it loses sympathy abroad, the country faces political uncertainty at home

FT.com - Comment & Analysis
Nov 20, 2024

Can I avoid disruption to my child's education?
My ex-husband claims he can't afford the VAT added to our children's school fees

FT.com - Comment & Analysis
Nov 20, 2024

Costco's Netflix moment: a warning for higher-rated stocks
When companies approach extreme price levels, gravity looms

FT.com - Comment & Analysis
Nov 20, 2024

Klarna's US listing is a sad reflection of Europe's failings
Until there is a single market in areas from services to capital markets, more companies will choose American exchanges

FT.com - Comment & Analysis
Nov 20, 2024

Investors need to know when to put down the phone
Smartphone alerts can promote what behaviourists call ‘overtrading', shredding your returns — and your nerves

FT.com - Comment & Analysis
Nov 20, 2024

The new Republican war on science
Robert F Kennedy Jr's appointment is characteristic of Trump's hostility to expertise

FT.com - Comment & Analysis
Nov 19, 2024

Britain needs a coherent China strategy
The Labour government must determine where UK ‘red lines' lie

FT.com - Comment & Analysis
Nov 19, 2024

Walmart's cheap goods justify its expensive stock
The US retail giant trades at a premium to racy tech stocks like Apple, and deservedly so

FT.com - Comment & Analysis
Nov 19, 2024

Why Trump's trade war will cause chaos
Tariffs, especially on one country, will lead to an unholy economic and political mess

FT.com - Comment & Analysis
Nov 19, 2024

Nestlé serves up a bland vision for consumer conglomerates
Delivering its growth ambition will require the Swiss group to raise marketing investment

FT.com - Comment & Analysis
Nov 19, 2024

AI can learn to think before it speaks
Advances in reasoning will lead to substantially improved capabilities in mathematics and science

FT.com - Comment & Analysis
Nov 19, 2024

Prison stocks slumped under Trump. Why are they soaring now?
Maga trades may not turn out to be winners even if policies are followed through

FT.com - Comment & Analysis
Nov 19, 2024

Trump's demolition of the US state
One irony of the president-elect's campaign of destruction is that the government is in dire need of reform

FT.com - Comment & Analysis
Nov 19, 2024

Japan's beef bowl economy shows consumer resilience as prices rise
Increases at fast food outlets and restaurants are not deterring locals from dining out

FT.com - Comment & Analysis
Nov 19, 2024

US markets in 2049
Plus Doge and the deficit

FT.com - Comment & Analysis
Nov 19, 2024

Let's get real about what Labour reforms mean for employers
Big policy interventions are always a leap in the dark

FT.com - Comment & Analysis
Nov 19, 2024

Luxury brands bank on their own American dream
Increasing appeal in US could provide a new growth runway in the sector

FT.com - Comment & Analysis
Nov 19, 2024

The problem of politics in a noisy age
We are once again having to readjust to a vast expansion in the amount of conflicting information at our fingertips

FT.com - Comment & Analysis
Nov 19, 2024

Teesside should not risk its clean energy future by fighting
The net zero transition gives the region's port a historic chance to grow if territorial tensions ease

FT.com - Comment & Analysis
Nov 19, 2024

Moving to the US has unleashed my inner Brit
Why is the instinct to express your cultural identity in your home more compelling out of context?

FT.com - Comment & Analysis
Nov 19, 2024

Can Labour improve job quality without squandering quantity?
Big policy interventions are always a leap in the dark

FT.com - Comment & Analysis
Nov 19, 2024

How to deal with noisy markets
Some lessons for those investors tempted to chase the Trump trades

FT.com - Comment & Analysis
Nov 18, 2024

Spirit Airlines bankruptcy gives priority boarding to opportunistic creditors
Hedge funds and bond managers are willing to invest millions of dollars to get reorganised carrier off the ground

FT.com - Comment & Analysis
Nov 18, 2024

Spirit bankruptcy gives priority boarding to opportunistic creditors
Hedge funds and bond managers are willing to invest millions of dollars to get reorganised carrier off the ground

FT.com - Comment & Analysis
Nov 18, 2024

Joe Biden's overdue missile consent for Ukraine
Allies should provide Kyiv with all the aid they can ahead of the Trump presidency

FT.com - Comment & Analysis
Nov 18, 2024

US teachers are joining the battle against disinformation
Teenagers now struggle to distinguish news, opinion and entertainment

FT.com - Comment & Analysis
Nov 18, 2024

Assad is sitting tight as Syria burns
The president sees an opportunity in the great regional rebalancing currently under way

FT.com - Comment & Analysis
Nov 18, 2024

Bitcoin's identity crisis
The shift towards respectability should concern us all

FT.com - Comment & Analysis
Nov 18, 2024

Bitcoin's shift towards respectability should concern us all
Regulators have not put in the necessary controls needed to address underlying disclosure, manipulation and systemic risks

FT.com - Comment & Analysis
Nov 18, 2024

Trump's attack on the enemy within will delight America's real foes
The president-elect is threatening to gut the institutions that make America great

FT.com - Comment & Analysis
Nov 18, 2024

How Reddit elicits content for nothing and clicks for free
One of this year's best-performing tech stocks has a clever way of getting users to share the heavy lifting

FT.com - Comment & Analysis
Nov 18, 2024

Disney strikes back
And Turkish Trump trades

FT.com - Comment & Analysis
Nov 18, 2024

If China's statistics can't be scrutinised, doubts about the economy will only grow
One misleading figure may need to be followed by others, setting the scene for a cycle of misinformation

FT.com - Comment & Analysis
Nov 18, 2024

Trump's victory represents a historic protest vote, no more and no less
Antipathy to big government and big business has helped spur the rise of a third force in US politics

FT.com - Comment & Analysis
Nov 18, 2024

The yawning investability gap between US banks and UK peers
British lenders face a competitive threat from Trump's plans for regulatory bonfires

FT.com - Comment & Analysis
Nov 17, 2024

What to expect from the markets under Trump
We'll get a short-term high — but many investors are worrying about what comes next

FT.com - Comment & Analysis
Nov 17, 2024

Finding the money to make Europe great again
Frozen assets and large capital exports should be go-to sources for funding a geopolitical transformation

FT.com - Comment & Analysis
Nov 17, 2024

The new titans of Wall Street
The rise of innovative traders increases competition for banks — and work for authorities

FT.com - Comment & Analysis
Nov 17, 2024

The superpower glass ceiling
Failure to elect a female leader is not a uniquely American problem

FT.com - Comment & Analysis
Nov 17, 2024

Why rudeness has no place at work
Straight talkers take pride in honesty but can demotivate colleagues

FT.com - Comment & Analysis
Nov 16, 2024

Why Trump's tariffs won't necessarily sink shipping
The US is a sizeable, rather than giant, tassel in the global trade tapestry

FT.com - Comment & Analysis
Nov 16, 2024

When love is not just romance but compassion, too
A generosity of spirit can guide us through the turmoil of the modern world

FT.com - Comment & Analysis
Nov 16, 2024

What Martha Stewart tells us about modern American icons
A new documentary about the world's most famous homemaker helped crystallise my feelings about Donald Trump

FT.com - Comment & Analysis
Nov 16, 2024

The task for the next Archbishop of Canterbury is monumental
In many ways, the Church of England is an institution ill at ease with itself

FT.com - Comment & Analysis
Nov 16, 2024

Investors want more urgency from Europe in tackling its economic problems
Competition with the US looks set to intensify with Donald Trump heading to the White House again

FT.com - Comment & Analysis
Nov 16, 2024

Martha Stewart and the making of a modern American icon
Why a new documentary about the world's most famous homemaker helped crystallise my feelings about Donald Trump

FT.com - Comment & Analysis
Nov 16, 2024

Liberals speak a different language
‘Gaslighting', ‘cosplay', ‘intentionality' — the American left doesn't realise how odd its sounds to most people

FT.com - Comment & Analysis
Nov 16, 2024

In France's peaceful wine country, high-end tourism is booming
Denise Dupré has got American money to spend on French wine tourism

FT.com - Comment & Analysis
Nov 16, 2024

Buying the dip — does anyone eat taramasalata any more?
The UK media had a baffling meltdown this week at a temporary shortage in supplies of the fish-based meze dish

FT.com - Comment & Analysis
Nov 15, 2024

Donald Trump's alarming picks for government
The president-elect has put unswerving fealty above competence or suitability

FT.com - Comment & Analysis
Nov 15, 2024

Killing the CAT: why a key regulatory tool is under attack from Wall Street
Ken Griffin's Citadel Securities is among those challenging the US market surveillance system

FT.com - Comment & Analysis
Nov 15, 2024

We forget about comparative advantage at our peril
Companies and countries should maintain a laser-like focus on what they do best

FT.com - Comment & Analysis
Nov 15, 2024

London bus crashes are the result of an unsafe model
Individual tragedies indicate a systemic problem that Whitehall needs to look at fast

FT.com - Comment & Analysis
Nov 15, 2024

Wildlife is wonderful — but not in my back garden
The mild weather favours flowery Novembers but destructive animals are out in force. Plants that resist attack are the way to keep colour and life in bloom

FT.com - Comment & Analysis
Nov 15, 2024

Disney tosses popcorn at its long-suffering audience
Projections of future profit growth are a sop to investors whose shares have gone nowhere

FT.com - Comment & Analysis
Nov 15, 2024

How to trade in the Trump era
From bitcoin to navigating the new president's Tudor court, investors should bear the following in mind

FT.com - Comment & Analysis
Nov 15, 2024

Ask Shrimsley: how do I keep a relationship special?
If you're buttering up a US president, neediness and flattery will get you everywhere

FT.com - Comment & Analysis
Nov 15, 2024

Reeves must go bigger and bolder on local pensions reform
If the UK chancellor believes in the benefits of scale, it is not obvious why 8 is the magic number

FT.com - Comment & Analysis
Nov 15, 2024

Trump and the small caps
Why little companies like the red sweep

FT.com - Comment & Analysis
Nov 15, 2024

Trump broke the Democrats' thermostat
The American left was sent spinning in 2016 and is yet to recalibrate

FT.com - Comment & Analysis
Nov 15, 2024

Your guide to how to dodge a tariff
As Trump prepares to return to the White House, it might be time to dust off that soyabean cookbook

FT.com - Comment & Analysis
Nov 15, 2024

Why are governments so bad at problem solving?
Politicians everywhere seem doomed to repeat their mistakes. There is another way

FT.com - Comment & Analysis
Nov 15, 2024

Why troubles in France and Germany are transforming EU bond markets
A distinction with so-called periphery countries is out of date

FT.com - Comment & Analysis
Nov 15, 2024

The art of being a lucky investor
Play the cards you're dealt and be adaptable

FT.com - Comment & Analysis
Nov 15, 2024

Core no more: why troubles in France and Germany are transforming EU bond markets
A distinction with so-called periphery countries is out of date

FT.com - Comment & Analysis
Nov 15, 2024

Do I need inheritance tax insurance?
Budget changes prompt wave of interest in life cover to avoid families scrambling to pay tax bills

FT.com - Comment & Analysis
Nov 15, 2024

How to dodge a trade tariff
As Trump prepares to return to the White House, it might be time to dust off that soyabean cookbook

FT.com - Comment & Analysis
Nov 14, 2024

Reeves seeks scale to solve UK pension investment problem
Chancellor is trying to remove some of the inefficiencies from operating smaller local authority funds

FT.com - Comment & Analysis
Nov 14, 2024

Britain's bold plan to create super funds
The case for consolidating the UK's sprawling pension arsenal is strong

FT.com - Comment & Analysis
Nov 14, 2024

Apple prepares for fresh AI assault on the smart home
A new hub to manage people's lives would be a big bet — but it's not clear what it can bring to the business

FT.com - Comment & Analysis
Nov 14, 2024

Genetic data is worth more than warm spit
The woes of 23andMe highlight consumer concern over privacy issues

FT.com - Comment & Analysis
Nov 14, 2024

Burberry's new strategy is one check on a long list
Returning to its roots may take luxury retailer back to the root of its problem

FT.com - Comment & Analysis
Nov 14, 2024

Trump needs concessions from Putin — they may be forthcoming
The Russian president wants to save face on Ukraine but this doesn't mean he won't give anything away

FT.com - Comment & Analysis
Nov 14, 2024

Donald Trump, the final facilitator of Brexit
Britain must relearn the art of the deal or risks being buffeted by big power politics

FT.com - Comment & Analysis
Nov 14, 2024

Why size matters in transatlantic legal mergers
Discrepancy in profitability between US and UK market presents big challenges

FT.com - Comment & Analysis
Nov 14, 2024

Bistro Freddie, Shoreditch: ‘I'm sorry but it doesn't work' — review
The diminishing returns of London's bistro boom

FT.com - Comment & Analysis
Nov 14, 2024

Economics, ‘vibeonomics' and the Trump swing
A postmortem of an election prediction that was badly wrong

FT.com - Comment & Analysis
Nov 14, 2024

Why I was wrong about the US election
Economics, ‘vibeonomics' and the Trump swing

FT.com - Comment & Analysis
Nov 14, 2024

Britain desperately needs a proper industrial strategy
Collaboration between business and government is central to achieving that goal

FT.com - Comment & Analysis
Nov 14, 2024

Lamentations of a lost liberal
Liberals have learnt pessimism since 2016. This time, we are neither baffled nor energised by Trump's win

FT.com - Comment & Analysis
Nov 14, 2024

Just Eat's Grubhub takeout leaves a bitter taste for investors
Pandemic-era miscalculations are proving to be very expensive

FT.com - Comment & Analysis
Nov 14, 2024

How markets might be wrong about Trump
Plus the long and winding road of disinflation

FT.com - Comment & Analysis
Nov 14, 2024

We don't need the US to fight climate change
Multilateral action has proven resilient before, and it must do so again

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