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 NEWS: FT.COM - COMMENT & ANALYSIS
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   NEWS: FT.COM - COMMENT & ANALYSIS
FT.com - Comment & Analysis
Nov 11, 2025

Warnings from the private credit wobble
Investors and regulators should sharpen scrutiny of risky lending practices and interlinkages

FT.com - Comment & Analysis
Nov 11, 2025

The global south does not need a new credit rating system
Reliable data and better investor relations offer a more promising path to reducing capital costs

FT.com - Comment & Analysis
Nov 11, 2025

The global south does not need a new credit ratings system
Reliable data and better investor relations offer a more promising path to reducing capital costs

FT.com - Comment & Analysis
Nov 11, 2025

Bricks vs clicks: Wall Street revives its bets on bank branches
America's biggest lenders are building again in a race for consumer deposits

FT.com - Comment & Analysis
Nov 11, 2025

Disney and Alphabet's football fight will win them few fans
Both companies have an incentive to come to an agreement over ‘carriage' dispute

FT.com - Comment & Analysis
Nov 11, 2025

Can a fragmented Europe continue to prosper?
What once made its sovereign states powerful and rich could now be a barrier to their remaining so

FT.com - Comment & Analysis
Nov 11, 2025

Why Nvidia should be glad to see the back of SoftBank
Thanks to the magical maths of AI, what the chipmaker loses on one hand it may gain with the other

FT.com - Comment & Analysis
Nov 11, 2025

Sanaenomics and stocks
Plus miraculous memory makers

FT.com - Comment & Analysis
Nov 11, 2025

A tale of two Christmas adverts
Artificial intelligence can now provide the same commercial outcomes as carefully crafted human storytelling

FT.com - Comment & Analysis
Nov 11, 2025

A tale of two Christmas adverts: Coca-Cola vs John Lewis
Artificial intelligence can now provide the same commercial outcomes as carefully crafted human storytelling

FT.com - Comment & Analysis
Nov 11, 2025

Gold rally tempts jewellers with a literal debasement trade
Surging prices are causing issues even at the top end of the market

FT.com - Comment & Analysis
Nov 11, 2025

The UK's fiscal problems aren't just about growth
Reassessing taxes and spending every six months introduces excessive policy uncertainty

FT.com - Comment & Analysis
Nov 11, 2025

The British company filling the world's airport lounges
Priority Pass wants to reduce overcrowding and give millions of flyers a calmer experience

FT.com - Comment & Analysis
Nov 11, 2025

The great inversion on emerging markets
Market and economic trends are challenging the idea that EM bonds should trade at a discount to developed economy debt

FT.com - Comment & Analysis
Nov 11, 2025

Maga AI is not a recipe for stability
The latest tech bubble offers only short-term protection for Trump

FT.com - Comment & Analysis
Nov 10, 2025

US sanctions on Russia will not work unless Trump steps up enforcement
Moscow has had four years to hone its evasion skills — and markets have priced it in

FT.com - Comment & Analysis
Nov 10, 2025

Crucial lessons for the BBC
The broadcaster has made errors, but its board has failed to defend it

FT.com - Comment & Analysis
Nov 10, 2025

How ‘Drastic Dave' can revive Diageo
Sir Dave Lewis's first job as an external hire will be to take a dispassionate look at the drinks giant's portfolio

FT.com - Comment & Analysis
Nov 10, 2025

Stepping into Chicago's folded map
A new project uses architecture to shine a light on urban segregation

FT.com - Comment & Analysis
Nov 10, 2025

Pfizer shows hardball mettle needed to win in 2025 M&A
Pharma giant had to pay a blockbuster price to buy Metsera after the biotech prospect spurred an auction with Novo Nordisk

FT.com - Comment & Analysis
Nov 10, 2025

The nuclear arms race is back
War in Ukraine and China's military build-up have put the world's deadliest weapons back at the centre of global politics

FT.com - Comment & Analysis
Nov 10, 2025

Rating the rating data of credit raters
Deep-diving into Form NRSRO Exhibit 1 filings

FT.com - Comment & Analysis
Nov 10, 2025

Credit cockroaches revisited
Plus shadow banks

FT.com - Comment & Analysis
Nov 10, 2025

A lesson for UK boardrooms: you get what you pay for
If UK investors want to stick with cash, they should offer more of it

FT.com - Comment & Analysis
Nov 10, 2025

The disturbing victory of Old Labour over New Labour
In education, labour and housing we risk going back towards what we know will not work

FT.com - Comment & Analysis
Nov 10, 2025

Run like your job depends on it, although I want to assure you it doesn't
A behind-the-scenes look at the work of Rutherford Hall, critical communications strategist

FT.com - Comment & Analysis
Nov 10, 2025

Reasons to be bearish about China's rise
Yes, its economic engine is remarkable, but there are factors that should temper predictions of global hegemony

FT.com - Comment & Analysis
Nov 10, 2025

From AI to ROI
Research shows implementation of the technology can help to increase revenue in the real economy

FT.com - Comment & Analysis
Nov 10, 2025

From AI to ROI: some positive evidence
Research shows implementation of the technology can help to increase revenue in the real economy

FT.com - Comment & Analysis
Nov 10, 2025

Electrification is the key to energy efficiency
Productivity gains could cut final energy demand by nearly a quarter over the next 25 years, even as global GDP doubles

FT.com - Comment & Analysis
Nov 10, 2025

The Paris agreement is not perfect but don't write it off
Despite limits of multilateralism the world would be much worse off without the historic climate accord

FT.com - Comment & Analysis
Nov 10, 2025

Trump's climate denial must not halt global progress
Reactionary policies of the US will make the hard task of the energy transition far more difficult

FT.com - Comment & Analysis
Nov 09, 2025

Voice phishing is AI fraud in real time
Just as we learnt to treat emails with caution, we must now learn to doubt a human-sounding voice

FT.com - Comment & Analysis
Nov 09, 2025

Did we even need generative AI?
Erik Brynjolfsson, Stanford academic and author, asks whether mimicking humans is the right goal of technology

FT.com - Comment & Analysis
Nov 09, 2025

Here's what a new US-Mexico-Canada trade deal should look like
The old WTO model is dead — sovereign control and national security matter

FT.com - Comment & Analysis
Nov 09, 2025

Keep the COP process alive
Negotiators in Belém need to resist US pressure to derail climate efforts

FT.com - Comment & Analysis
Nov 09, 2025

Is human imitation the right goal for technology?
Erik Brynjolfsson, Stanford academic and author, explains how AI and people can complement each other

FT.com - Comment & Analysis
Nov 09, 2025

The CEO trying to end the curse of the pointless meeting
BHP's Mike Henry is taking an unusual approach to one of the big black holes of corporate life

FT.com - Comment & Analysis
Nov 09, 2025

What Mamdani and Martha Stewart tell us about the vibe shift
An election win and a politically incorrect cookbook show that Americans are embracing candour over caution

FT.com - Comment & Analysis
Nov 09, 2025

Lloyds Bank's landlord experiment starts to earn its keep
Residential business owns almost 7,500 homes, a portfolio that people close to the company say is worth north of £2bn

FT.com - Comment & Analysis
Nov 08, 2025

The tragedy of specialisation
A lack of intrepid amateurs might explain stagnant societies

FT.com - Comment & Analysis
Nov 08, 2025

The unsettling message for investors from the financial cycle
The next bailout is likely to involve inflationary financing of fiscal deficits by central banks

FT.com - Comment & Analysis
Nov 08, 2025

What Monet can teach us
Despite his dwindling vision, the artist made gorgeous works of art — and showed us how to benefit from different perspectives

FT.com - Comment & Analysis
Nov 08, 2025

The Louvre heist is a tale too good to muddy with the facts
The museum jewel theft has captured the world's imagination — and the internet is not letting the story rest

FT.com - Comment & Analysis
Nov 08, 2025

Fathers and sons — a two-minute television fable
The tear-jerking John Lewis Christmas ad reveals a new seriousness about the fraying bond at the heart of the family

FT.com - Comment & Analysis
Nov 08, 2025

‘Camp, chaotic, Queen-themed?.?.?.?and potentially very good — Jay Rayner reviews Lilibet's, Mayfair'
This silly, spendy seafood restaurant has the potential to be an awful lot of fun

FT.com - Comment & Analysis
Nov 08, 2025

AI bubble: don't throw the baby out with the bathwater
Watch individual stocks and sell if they are too aggressively valued

FT.com - Comment & Analysis
Nov 08, 2025

Where do well-heeled wine lovers eat in Paris?
At La Tour d'Argent, the wine list is so heavy it arrives on a trolley

FT.com - Comment & Analysis
Nov 07, 2025

Snap crackles while Pinterest pops, but both are a solid bet on AI
Digital scrapbook's stock is cheaper than that of social and video app, and could be better long-term investment

FT.com - Comment & Analysis
Nov 07, 2025

ITV's kitchen sink drama may yet have a happy ending
A deal with US giant Comcast lightens the UK broadcaster's poor standalone prospects

FT.com - Comment & Analysis
Nov 07, 2025

Non-bank lenders may be fair-weather friends
Research shows they don't just retreat in a crisis — they run for the exit

FT.com - Comment & Analysis
Nov 07, 2025

Stockpickers: Auto Trader, Focusrite, Associated British Foods
Our experts discuss which companies to buy, sell or hold this week

FT.com - Comment & Analysis
Nov 07, 2025

Has Trump passed his peak?
One thing is for sure: the opening act of the US president's second term is over

FT.com - Comment & Analysis
Nov 07, 2025

How to curb China's grip on rare earths
The world will need to band together and innovate to lessen Beijing's leverage

FT.com - Comment & Analysis
Nov 07, 2025

It's time to stop passing the parcel on welfare
A lack of political will has turned the problem of too many out of work into a system that fails everyone

FT.com - Comment & Analysis
Nov 07, 2025

Give children the financial education they need
The numerate and money-confident students of today will bring benefits to the UK economy tomorrow

FT.com - Comment & Analysis
Nov 07, 2025

Time to give children the financial education they need
The numerate and money-confident students of today will bring benefits to the UK economy tomorrow

FT.com - Comment & Analysis
Nov 07, 2025

As credit market turns out lemons, car dealerships start to sour
Americans are prepared to buy used autos but less willing to borrow and pay high prices for them

FT.com - Comment & Analysis
Nov 07, 2025

Don't give up on tulips just yet
Yes there are obstacles, but there are ways round most — and they are still worth taking

FT.com - Comment & Analysis
Nov 07, 2025

What if your nest gets fuller (not emptier)?
In these days of high property prices and tough job markets, the lure of free lodgings is lasting longer

FT.com - Comment & Analysis
Nov 07, 2025

Pressure on the Fed
More on why the central bank's balance sheet is likely to grow again, and soon

FT.com - Comment & Analysis
Nov 07, 2025

Numbers vs more judgment: the US-Europe regulatory divide widens
Cuts to the Fed's supervisory staff reflect a particularly American approach to financial oversight

FT.com - Comment & Analysis
Nov 07, 2025

The cable news-ification of everything
New research shows how incentives in the modern media ecosystem help explain rising polarisation and negativity

FT.com - Comment & Analysis
Nov 07, 2025

COP makes me excited about emerging companies again
Although ‘a flood of green investment' is perhaps the wrong phrase

FT.com - Comment & Analysis
Nov 07, 2025

Why American-style polarisation is spreading across the west
New research shows how incentives in the modern media ecosystem help explain rising division and negativity

FT.com - Comment & Analysis
Nov 07, 2025

Beware the three Ls: leverage, liquidity and lunacy
In the long run bubbles always deflate, often when least expected

FT.com - Comment & Analysis
Nov 07, 2025

Anglo-Teck gatecrashers should bide their time
Rivals keen to bulk up their copper holdings might get a better chance once the deal closes

FT.com - Comment & Analysis
Nov 07, 2025

When oil prices fall, here's who'll hit the acquisition trail
US giants are better positioned than their European counterparts for M&A activity

FT.com - Comment & Analysis
Nov 06, 2025

A good boss is hard to find when industry dynamics reverse
For a daring would-be leader, there are opportunities to make a mark at Diageo

FT.com - Comment & Analysis
Nov 06, 2025

A horrific massacre in Sudan
The US and UK should put pressure on the UAE over its alleged role in enabling the conflict

FT.com - Comment & Analysis
Nov 06, 2025

Sequoia's shake-up may be a VC turning point
Turnover of leaders shows how hard it can be to ride out the vicious financial and tech cycles

FT.com - Comment & Analysis
Nov 06, 2025

Trump cannot manifest Middle East peace
The US president thinks his ceasefire has brought calm but the reality is an ongoing war on multiple fronts

FT.com - Comment & Analysis
Nov 06, 2025

War is pushing us to a drug resistance tipping point
Failure to prevent the rise and spread of infections in conflict zones imperils health security everywhere

FT.com - Comment & Analysis
Nov 06, 2025

Who's right about AI: economists or technologists?
Forecasting the impact of artificial intelligence has become fraught, with evangelists pitched against sceptics

FT.com - Comment & Analysis
Nov 06, 2025

It's no surprise mistakes were made — prisons are in chaos
Erroneous releases are bound to occur with sentencing guidelines in flux and guards overworked and undertrained

FT.com - Comment & Analysis
Nov 06, 2025

The inescapable logic of Labour's choices
Starmer and Reeves should lean in to what the Budget reveals about this tax-and-spend government

FT.com - Comment & Analysis
Nov 06, 2025

What makes a bad book
Over decades of reading and reviewing, these three are the worst I have seen

FT.com - Comment & Analysis
Nov 06, 2025

The quest for an anti-Trumpian economic consensus
A successful alternative to Trumponomics would have to work economically and politically, and in a sustained fashion

FT.com - Comment & Analysis
Nov 06, 2025

The US can't force Asian countries into its trade camp
Trump's deals with Malaysia and Cambodia will not turn them into economic satellites in a cold war of commerce

FT.com - Comment & Analysis
Nov 06, 2025

Switzerland is crossing the crypto Rubicon
Can the country replicate its culture of trust in an era that thrives on code and decentralisation?

FT.com - Comment & Analysis
Nov 06, 2025

Japan's adventures in Trump's irrational-rational land
A shiny Ford pick-up truck has become the symbol of Sanae Takaichi's diplomatic dance with the US

FT.com - Comment & Analysis
Nov 06, 2025

London should embrace its status as a haven for dull IPOs
The city's market is an apt home for solid names that private equity can't shift

FT.com - Comment & Analysis
Nov 06, 2025

Are bubbles good, actually?
On Jeff Bezos's defence of AI mania

FT.com - Comment & Analysis
Nov 06, 2025

DEI isn't dead, it's just reincarnating
Companies that remain committed are rooting inclusivity in commercial outcomes

FT.com - Comment & Analysis
Nov 06, 2025

Europe should learn from Italy
The country has shown investors what happens when political stability, fiscal credibility and industrial strengths are aligned

FT.com - Comment & Analysis
Nov 05, 2025

Jardines' stodgy image could be harder to shift than its assets
Famed Hong Kong-based empire has gained about 50% since January as it pivots to something more like private equity

FT.com - Comment & Analysis
Nov 05, 2025

In defence of COP
Multilateral efforts to tackle climate change can still deliver for the UK and for the world

FT.com - Comment & Analysis
Nov 05, 2025

There is only one winner in the Pfizer Novo Nordisk showdown
Fight for Metsera looks like 1980s corporate raider redux

FT.com - Comment & Analysis
Nov 05, 2025

Musk's $1tn bonus tests investors' willingness to live without him
Shareholders who just want their stock to rise ought to vote in favour — those with broader concerns might think differently

FT.com - Comment & Analysis
Nov 05, 2025

A tide of fabricated research risks scientific integrity
Manipulation, disinformation and fakery could lead to a knowledge collapse

FT.com - Comment & Analysis
Nov 05, 2025

Gerhard Schröder refuses to be Germany's scapegoat
The former chancellor turned Moscow lobbyist shows no sign of remorse for his role in Nord Stream 2

FT.com - Comment & Analysis
Nov 05, 2025

The Democrats find reasons for cheer
Tuesday's electoral sweep was a rebuke to Donald Trump, but now the governing begins

FT.com - Comment & Analysis
Nov 05, 2025

Chatbots pose a risk to democracy
AI companies vowed not to support their use for voting choice so why are they recommending parties?

FT.com - Comment & Analysis
Nov 05, 2025

Mamdani and the new challenge for nation states
The metropolis and the heartland provoke each other into extremes, as the New York mayoral race shows

FT.com - Comment & Analysis
Nov 05, 2025

RIP junk rally?
A vibe shift, and possibly more

FT.com - Comment & Analysis
Nov 05, 2025

Primark spin-off puts a gilded financial theory to the test
It's hard to think of a better candidate for a demerger than the £16bn Associated British Foods

FT.com - Comment & Analysis
Nov 05, 2025

Bond markets are winning the Budget stand-off
Gilts investors have long suspected that Labour would abandon its manifesto promises

FT.com - Comment & Analysis
Nov 05, 2025

Are you wealthy?
The UK chancellor has her sights set on those ‘with the broadest shoulders' — that may include you, even if you don't feel particularly well off

FT.com - Comment & Analysis
Nov 05, 2025

How wealthy is ‘wealthy', exactly?
The UK chancellor has her sights set on those ‘with the broadest shoulders' — that may include you, even if you don't feel particularly well off

FT.com - Comment & Analysis
Nov 05, 2025

Tips for resisting the anti-science lurch
The loss of robust evidence in the public realm harms us all

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