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 NEWS: FT.COM - COMMENT & ANALYSIS
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   NEWS: FT.COM - COMMENT & ANALYSIS
FT.com - Comment & Analysis
May 22, 2025

The deficit and dollar dynamics
A scary moment could require a new framework

FT.com - Comment & Analysis
May 22, 2025

Pressure is mounting on Lund at BP and Novo Nordisk
The Norwegian has become a lightning rod for shareholder criticism as chair of both companies

FT.com - Comment & Analysis
May 22, 2025

Investors ask ‘what next' as the American fever breaks
Inflated stock prices may have been mistaken for growth-driven superiority

FT.com - Comment & Analysis
May 22, 2025

A geopolitical conflict over minerals may finally be a real threat
The latest set of Chinese restrictions on rare earths exports are the most worrying to date

FT.com - Comment & Analysis
May 22, 2025

A mooted fix for the Treasury market may actually increase systemic risk
While an easing of capital rules is intended to boost banks, it could also bolster the huge bets of leveraged hedge funds

FT.com - Comment & Analysis
May 22, 2025

Are you ready to dip your toe into private markets?
More investors will own private assets in one form or another in the next few years — but not all strategies are created equal

FT.com - Comment & Analysis
May 22, 2025

Cape Town fights off a baboon invasion
Aggressive tactics used to scare off the animals have set humans against simians and neighbour against neighbour

FT.com - Comment & Analysis
May 22, 2025

Wait-and-see is not an option to ensure future climate resilience
The temptation to sit out the political storms is a huge strategic risk no business can afford to take

FT.com - Comment & Analysis
May 22, 2025

Why we don't move house anymore
High transaction costs mean we're stuck with a housing market dependent on price growth to function

FT.com - Comment & Analysis
May 21, 2025

Japanese leaders need to give up their rice obsession
Many more people in the country owe their livelihoods to the car industry than to farming

FT.com - Comment & Analysis
May 21, 2025

Target's retail woes make it prime activist bait
The strong performance of Walmart and Costco strengthens the case for an agitator

FT.com - Comment & Analysis
May 21, 2025

M&S hack attack will have tech firms ringing up the profits
UK retailer's woes highlight the scale — and cost — of the battle

FT.com - Comment & Analysis
May 21, 2025

Trump's Middle East dealmaking could reshape the global AI race
Success rides on how leaders in the region decide to focus their spending

FT.com - Comment & Analysis
May 21, 2025

Listen to Afrikaners, not Trump, on the state of South Africa
The white minority does have justified anxieties but many are thriving and it is absurd to talk of a ‘genocide'

FT.com - Comment & Analysis
May 21, 2025

Trump's bill is big, but not beautiful
The president's fiscal plans deepen concerns over America's public finances

FT.com - Comment & Analysis
May 21, 2025

China's developers at risk as young home buyers walk away
There are signs of hope for the market but not enough to help developers out of their current predicament

FT.com - Comment & Analysis
May 21, 2025

Britain will be negotiating with Europe forever
Like a poorer Switzerland, the UK will never find a happy balance of independence and access

FT.com - Comment & Analysis
May 21, 2025

Beijing or Broadway? Brazil plays both stages in superpower tussle
The country is hedging its bets astutely between the US and China and is needed by both

FT.com - Comment & Analysis
May 21, 2025

What to buy if AI is transformative
It might not be the Big Tech companies

FT.com - Comment & Analysis
May 21, 2025

What makes a positive difference to the way that staff feel about work?
Good managers are a valuable asset and have a big impact at the team and company level

FT.com - Comment & Analysis
May 21, 2025

Cranswick's ‘megafarm' is part of the UK's agricultural future
A Norfolk campaign against the FTSE 250 company's plans to raise more chickens and pigs may undermine food security

FT.com - Comment & Analysis
May 21, 2025

Novo Nordisk joins finance's great one-hit wonders
Companies riding on one big idea should use the good times to plan their next move

FT.com - Comment & Analysis
May 21, 2025

If an animal could speak, would we listen?
A prize aimed at cracking interspecies communication could make humans think differently about the welfare of other creatures

FT.com - Comment & Analysis
May 21, 2025

Tariff wars ignore the win-win from comparative advantage in trade
As David Ricardo wrote in the early 1800s, specialisation by countries can lift the overall output and availability of goods

FT.com - Comment & Analysis
May 21, 2025

Tariff wars ignore win-win from comparative advantage in trade
As David Ricardo wrote in the early 1800s, specialisation by countries can lift the overall output and availability of goods

FT.com - Comment & Analysis
May 21, 2025

The ‘megafarm' that is part of the UK's agricultural future
A Norfolk campaign against Cranswick's plans to raise more chickens and pigs may undermine food security

FT.com - Comment & Analysis
May 20, 2025

Vladimir Putin's manipulation of Donald Trump
If the US president is walking away from Ukraine, other allies must step up

FT.com - Comment & Analysis
May 20, 2025

We still don't know how much energy AI consumes
Companies must give us the chance to understand the environmental impact of the tech we use

FT.com - Comment & Analysis
May 20, 2025

23andMe sale grafts a happy ending on to a glum tale
Being spliced on to Regeneron will free the genetic testing company from its fatal dependence on sporadic revenue

FT.com - Comment & Analysis
May 20, 2025

Trump's assault on the global dollar
The difficulty is that, however unsatisfactory the hegemon might be, the alternatives look worse

FT.com - Comment & Analysis
May 20, 2025

Trumpism's growing split: Bannon vs plutocrats
Some Republicans warn that a tax-cutting budget will destroy the party's standing with working-class voters

FT.com - Comment & Analysis
May 20, 2025

Maga world's new split: Bannon vs plutocrats
Some Republicans warn that a tax-cutting budget will destroy the party's standing with working-class voters

FT.com - Comment & Analysis
May 20, 2025

Making jokes in India is a serious business
Stand-up comedy is still a relatively new phenomenon in a country trying to decide where to draw the line on free speech

FT.com - Comment & Analysis
May 20, 2025

Treasury jitters and banking regulation
And Coinbase joins the S&P 500

FT.com - Comment & Analysis
May 20, 2025

Trump and Farage are politicians for the post-TV age
Their apparent authenticity and tolerance for controlled anarchy leave their opponents looking tired and staid

FT.com - Comment & Analysis
May 20, 2025

Are female experts more credible?
Public perception of stereotyped discrimination has one surprising outcome

FT.com - Comment & Analysis
May 20, 2025

Can my employer withhold pay after delaying my return to work?
Employer holds up office start date by moving appointment with occupational health five times

FT.com - Comment & Analysis
May 20, 2025

Deepfake equity analysts hint at future of finance
More financial groups will inevitably follow UBS in wearing their AI on the outside

FT.com - Comment & Analysis
May 20, 2025

Deepfake equity analysts hint at the future of finance
More financial groups will inevitably follow UBS in wearing their AI on the outside

FT.com - Comment & Analysis
May 19, 2025

What will life after the House of Lords look like for Britain's aristocrats?
European nobles have found fresh purpose in business and the arts after losing political power

FT.com - Comment & Analysis
May 19, 2025

How health inequality in the UK maps on to political upheaval
Tackling deprivation and illness in neglected places could be the prescription for beating Nigel Farage

FT.com - Comment & Analysis
May 19, 2025

Gaza's children don't deserve to starve
By withholding aid and now allowing only ‘minimal' food supplies, Israel's government is losing what's left of its moral authority

FT.com - Comment & Analysis
May 19, 2025

A first step towards rebuilding UK-EU ties
Hard-fought reset lays bare the realities of the post-Brexit relationship

FT.com - Comment & Analysis
May 19, 2025

Moody's throws Trump a curve ball
Credit downgrade is symbolic blow to American prestige and should spur Washington to get its fiscal house in order

FT.com - Comment & Analysis
May 19, 2025

Trump's ‘self-deportation' plan is put to the test
The US administration's Project Homecoming underestimates the appeal of America

FT.com - Comment & Analysis
May 19, 2025

The biggest US merger of 2025 also looks like an IPO
The Charter-Cox deal is a transaction that looks to have been carefully engineered to suit strange times

FT.com - Comment & Analysis
May 19, 2025

‘Buy now, pay later' rules will help rather than hinder big lenders
UK legislation will reduce uncertainty and create an additional barrier to entry for would-be rivals

FT.com - Comment & Analysis
May 19, 2025

Putin thinks that time is on his side
Russia has little interest in peace talks. It is hoping for battlefield breakthroughs and sanctions relief

FT.com - Comment & Analysis
May 19, 2025

Do you let your dog sleep on the bed?
There are those who wouldn't dream of letting their mutt near a duvet?.?.?.? and those who can't sleep without the sandbag weight of their sentient stress blanket

FT.com - Comment & Analysis
May 19, 2025

Breaking down the US and Chinese markets' recoveries
Plus bright spots in US consumer sentiment

FT.com - Comment & Analysis
May 19, 2025

Bond vigilantes give retail banks an unlikely leg-up
BNP Paribas, CaixaBank and Lloyds have all highlighted the potential upsides in recent weeks

FT.com - Comment & Analysis
May 19, 2025

Education, education, less education: Labour needs a history lesson
Starmer's government seems unwilling to revisit the successes of the party's last period in power

FT.com - Comment & Analysis
May 19, 2025

Private capital: growth opportunity or minefield?
The asset class is not the simple panacea that policymakers and investors might want

FT.com - Comment & Analysis
May 19, 2025

The new markets for AI data
Every company should think about its strategy to capture emerging opportunities

FT.com - Comment & Analysis
May 19, 2025

Sweden: a socialist paradise overflowing with billionaires
The country is generating the kind of wealth that raises the risk of an anti-capitalist revolt

FT.com - Comment & Analysis
May 18, 2025

The markets are declaring tariff victory too soon
A potential supply and demand shock means the US economy may be in for years of volatility

FT.com - Comment & Analysis
May 18, 2025

America's sickness economy
The US's exceptional healthcare expenditure yields second-rate results

FT.com - Comment & Analysis
May 18, 2025

Why post-Brexit Britain will always remain a supplicant to Europe
Resets with the EU may improve relations, but they will never give the country the equal standing of a member state

FT.com - Comment & Analysis
May 18, 2025

How to block the financial scammers on social media
Big Tech should have a legal duty to check investment advertisers are authorised

FT.com - Comment & Analysis
May 18, 2025

Statistics wrestle with rising probability of dud data
Bigger samples are not enough when survey bias goes unchecked

FT.com - Comment & Analysis
May 18, 2025

Statistics wrestles with the rising probability of dud data
Bigger samples are not enough when survey bias goes unchecked

FT.com - Comment & Analysis
May 18, 2025

It pays to use AI on the sly at work
That's why companies need to think of ways to encourage open adoption

FT.com - Comment & Analysis
May 18, 2025

The scourge of the ‘woke right'
The radical Maga right has a way of looking at the world that chimes with the illiberal left

FT.com - Comment & Analysis
May 17, 2025

The deal that has spurred Apollo's plan to remake Wall Street
Acquisition of securitised asset business from Credit Suisse has become a cornerstone of private asset group's strategy

FT.com - Comment & Analysis
May 17, 2025

When foraging turns toxic
Mother Nature isn't always the sweet, nurturing soul we want her to be

FT.com - Comment & Analysis
May 17, 2025

TV star Trump's ambitions in Tinseltown
The US president wants to say he saved Hollywood — which may give the studios leverage

FT.com - Comment & Analysis
May 17, 2025

Trump's Hollywood ambitions
The US president wants to say he saved Tinseltown — which may give the studios leverage

FT.com - Comment & Analysis
May 17, 2025

Rest, recharge, renew — seeking solace in testing times
The body tells us when we have reached our limits. We should learn to listen

FT.com - Comment & Analysis
May 17, 2025

The ‘Taco' factor has spurred markets higher
The notion that Trump Always Chickens Out on difficult policy resulted in a strange, shaky rally

FT.com - Comment & Analysis
May 17, 2025

The battle for London's park life
Locals are fighting plans by cash-strapped councils to close public spaces for events

FT.com - Comment & Analysis
May 17, 2025

Mr Kipling's US foray is tempting for investors
Cake brand's owner Premier Foods is in expansion mode once more

FT.com - Comment & Analysis
May 17, 2025

Pension fund managers need their wits about them if they head into private equity
Investing in the UK is a good intention but the practicalities of the ‘Mansion House accord' are complex

FT.com - Comment & Analysis
May 17, 2025

How Grenache got its glow-up
In Australia, the fashion for pale wines has come for this workhorse grape

FT.com - Comment & Analysis
May 16, 2025

Ofwat's new water plan stores up a reservoir of trouble
Luring new backers into the sector has its attractions, but risks fragmenting the system further

FT.com - Comment & Analysis
May 16, 2025

The UK's new water plan stores up a reservoir of troubles
Luring new backers into the sector has its attractions, but risks fragmenting the system further

FT.com - Comment & Analysis
May 16, 2025

Jumbo diplomatic gifting
An age-old instrument of statecraft is being updated for the billionaire era

FT.com - Comment & Analysis
May 16, 2025

Chelsea Flower Show 2025 highlights — from a five-decade veteran attendee
The annual event is wonderfully removed from reality; that's why I love it. But there are still surprises to be found — just bring your own sandwich

FT.com - Comment & Analysis
May 16, 2025

What Democrats can learn from Trump's approach to the Middle East
The willingness to challenge received wisdom can yield results without political costs

FT.com - Comment & Analysis
May 16, 2025

Airbnb's new ‘Hairbnb' strategy is not going to cut it
Home rental platform's new ventures warrant some scepticism

FT.com - Comment & Analysis
May 16, 2025

How to fix the UK's housing crisis
For young adults, property shortages reinforce the feeling that life is a zero-sum game

FT.com - Comment & Analysis
May 16, 2025

Alf Dubs and Jacob Rees-Mogg: citizenship stripping is fundamentally unBritish
Shamima Begum made grave mistakes. But she is our responsibility and no one else's

FT.com - Comment & Analysis
May 16, 2025

Should I take the red pill or the blue pill?
It's a metaphor that is increasingly popular — but what does it all mean?

FT.com - Comment & Analysis
May 16, 2025

Has gold peaked?
Plus inflation expectations

FT.com - Comment & Analysis
May 16, 2025

Fund management needs to make digital shift
AI, big data and distributed ledger technology can rewire the industry

FT.com - Comment & Analysis
May 16, 2025

A US recession doesn't seem so likely any more
Trump has shown a willingness to pivot in the face of adverse market reaction

FT.com - Comment & Analysis
May 16, 2025

Oil sanctions could undercut US power
History shows they must either be used decisively, together with allies, or not at all

FT.com - Comment & Analysis
May 16, 2025

What does it take to stand up to tyranny?
Why some people take extraordinary risks to save others

FT.com - Comment & Analysis
May 16, 2025

Trump made me a hundred grand
There is nothing like irrational mayhem for opportunistic investing

FT.com - Comment & Analysis
May 15, 2025

The UK needs to make it simpler for the wealthy to move here
There is no longer a visa for successful entrepreneurs to secure residency by investing in the country

FT.com - Comment & Analysis
May 15, 2025

Dick's deal with Foot Locker is a risky retail two-step
The cash offer of $24 a share represents a 65 per cent premium to Foot Locker's 90-day average

FT.com - Comment & Analysis
May 15, 2025

Trump whiplash jolts AI
Optimism over tech stocks might be premature given the ongoing policy upheaval

FT.com - Comment & Analysis
May 15, 2025

The UK and EU must choose prosperity over politics
The legacy of Brexit should not get in the way of progress that cuts costs for business

FT.com - Comment & Analysis
May 15, 2025

Donald Trump's world of uncertainty
The president's modus operandi makes long-term planning futile

FT.com - Comment & Analysis
May 15, 2025

How not to fight populism: a lesson from Romania
The real culprits for the rise of the right are the complacent parties who have ruled since the 1989 revolution

FT.com - Comment & Analysis
May 15, 2025

US AI laws risk becoming more ‘European' than Europe's
An intense battle may now erupt over who has the right to regulate — or deregulate — technology

FT.com - Comment & Analysis
May 15, 2025

Japan's electric car battery bet is running out of juice
The window to secure a national battery supply chain is rapidly closing

FT.com - Comment & Analysis
May 15, 2025

Democracy's downward spiral leaves Starmer no leeway on immigration
Broken promises played midwife to Brexit and are capable of powering Reform — or a Conservative facsimile — into office

FT.com - Comment & Analysis
May 15, 2025

Online brokers: More animal spirits than London Zoo
Big bumps and spills are not necessarily bad news for the sector as a whole

FT.com - Comment & Analysis
May 15, 2025

Labour needs to bend its promise of clean energy
The government should not waste money by rushing to hit a 2030 deadline for net zero power

FT.com - Comment & Analysis
May 15, 2025

In praise of America's trade deficit
Net imports are funding the innovative edge that others envy the US so much — and perhaps benefit from too

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