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 NEWS: FT.COM - COMMENT & ANALYSIS
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   NEWS: FT.COM - COMMENT & ANALYSIS
FT.com - Comment & Analysis
Sep 03, 2026

Nvidia's $13bn deal cements its $5.5tn advantage
It's an investor, backer, supplier and guarantor for companies its Hugging Face acquisition potentially disrupts

FT.com - Comment & Analysis
Sep 03, 2026

Hugging Face attack is a wake-up call about the risks of AI
Agents involved in hack exhibited some alarming behaviours including suppressing ethical qualms

FT.com - Comment & Analysis
Sep 03, 2026

We need to keep an eye on surveillance pricing
Old business practices are being reinvented in our algorithmic age but consumers should not have to haggle with a machine

FT.com - Comment & Analysis
Sep 03, 2026

Giorgia Meloni's enviable stability — and missed opportunity
Prime minister marks Italy's longest continuous government since the war

FT.com - Comment & Analysis
Sep 03, 2026

How state control of companies can drive innovation
India and China show that if done correctly, the UK's plans to intervene in some industries could deliver benefits

FT.com - Comment & Analysis
Sep 03, 2026

Oman FM: In an age of impunity, diplomats are more important than ever
There is a tendency on the part of some world leaders to decide that they can do it themselves

FT.com - Comment & Analysis
Sep 03, 2026

Britain tests the unproven ‘politics of trying'
Andy Burnham is attempting to demonstrate he understands the priorities of voters who feel unheard

FT.com - Comment & Analysis
Sep 03, 2026

Entain exits the FTSE 100 in surprisingly good shape
Having bulked up in some ways, the gambling group could create value by slimming down in others

FT.com - Comment & Analysis
Sep 03, 2026

How free trade can shield us from El Niño
Climate shocks have progressively become less damaging over time

FT.com - Comment & Analysis
Sep 03, 2026

How AI forces us to rethink the economy
It's not just about winners and losers, but how economies fundamentally function

FT.com - Comment & Analysis
Sep 03, 2026

More on the 60/40 portfolio
Unhedged readers weigh in, hard

FT.com - Comment & Analysis
Sep 03, 2026

How AI can put out its PR dumpster fire
Doomers will say it's hopeless but here are five ideas to put out the fire

FT.com - Comment & Analysis
Sep 03, 2026

Gold's run isn't yet done
Fiscal burdens, sovereign buying and positive bond-equity correlation continue to support the precious metal

FT.com - Comment & Analysis
Sep 03, 2026

Fixing the AI industry's PR problem
Doomers will say it's hopeless but here are five ideas to put out the fire

FT.com - Comment & Analysis
Sep 03, 2026

For sweltering Britons, rising energy prices could spark a shutter boom
Shares in window specialists have outperformed the broader market in the past month

FT.com - Comment & Analysis
Sep 03, 2026

‘A fascinating combination of chemistry and poetry': Nigella Lawson on the magic of baking
From ‘baking outsider' to Bake Off judge, the FT columnist explores pastry's enduring appeal

FT.com - Comment & Analysis
Sep 03, 2026

When is an economist not an economist?
A fraught question that warrants reflection on who gets to be a member of the influential informal guild

FT.com - Comment & Analysis
Sep 03, 2026

Is my ex being truthful about their finances?
I think there may be assets that I know nothing about

FT.com - Comment & Analysis
Sep 02, 2026

Time is running out for the leap second
Losing it would sever contemporary clocks from their ancient astronomical roots

FT.com - Comment & Analysis
Sep 02, 2026

The wrong way to revive Venezuela's economy
Oil deal is most striking example yet of Trump's new state capitalism

FT.com - Comment & Analysis
Sep 02, 2026

How refugee camps become mini-economies
In an era of aid cuts, entrepreneurialism in the Mahama refugee camp in Rwanda is increasingly important

FT.com - Comment & Analysis
Sep 02, 2026

BP gets the chair it wants rather than the one it needed
What Ian Tyler can do is shore up the rest of the board, seeking directors with traits and competences he lacks

FT.com - Comment & Analysis
Sep 02, 2026

California opines on who profits from wildfires but not on who pays
Keeping hedge funds out may ease qualms over profiting from misfortune but not settle who bears the cost

FT.com - Comment & Analysis
Sep 02, 2026

Tory attempts to repeal the UK Climate Act are tin-eared
Summer's droughts and wildfires demonstrate the need to stick to cross-party consensus on policy and to UK strategy on net zero

FT.com - Comment & Analysis
Sep 02, 2026

A vital tenet of US equity markets is under threat
SEC reforms risk the ability of investors to compare companies

FT.com - Comment & Analysis
Sep 02, 2026

Growth is a life-and-death matter for Europe
It is the only way of funding the defence of a continent with mortal enemies

FT.com - Comment & Analysis
Sep 02, 2026

Indonesia's lessons for the global energy transition
Country's solar push highlights momentum — and obstacles — around green energy shift

FT.com - Comment & Analysis
Sep 02, 2026

How worried should Labour be about holding Keir Starmer's seat?
Party's poll ratings have improved under Andy Burnham but this is uncharted territory for Labour and Zack Polanski's Greens

FT.com - Comment & Analysis
Sep 02, 2026

France's debt crisis-in-waiting
Sowing wild OATs

FT.com - Comment & Analysis
Sep 02, 2026

The wheels are coming off the US world order
Trump believes in a world in which there are no allies, only satellites, and in which power is America's alone to wield

FT.com - Comment & Analysis
Sep 02, 2026

AI sounds the death knell for audit fee inflation
Companies' audit bills increased less than 2% last year, broadly in line with inflation

FT.com - Comment & Analysis
Sep 02, 2026

I was wrong about Bad Girl Books
Another bookshop in Oxford was doomed from the start — or so I predicted

FT.com - Comment & Analysis
Sep 02, 2026

Notes on campy clothing (and Dolly Parton)
Camp is a cornerstone of modern American culture. But the line between tongue-in-cheek chic and kitsch is fine

FT.com - Comment & Analysis
Sep 02, 2026

National data centre projects are consolidating America's AI lead
Countries may host facilities but dispersion of hardware does not equal decentralisation of power

FT.com - Comment & Analysis
Sep 01, 2026

China's real robot revolution is not about humanoids
The country is using its superpower of scaling and building supply chains to challenge the global industry

FT.com - Comment & Analysis
Sep 01, 2026

Governments should heed the bond market's warning
Financial repression is not a sustainable way to manage rising borrowing costs

FT.com - Comment & Analysis
Sep 01, 2026

Politics keeps European stocks in America's shadow
The bloc's policymakers typically lean towards protecting consumers and taxpayers at the expense of investors

FT.com - Comment & Analysis
Sep 01, 2026

America can't win the AI race if the rollout lacks public support
The US will fall behind China if people believe the technology is something being done to them rather than built with them

FT.com - Comment & Analysis
Sep 01, 2026

Warsh clears up his own mess, but US credibility is still stretched
Many of the economic policy problems the Fed chair has to deal with stem from the administration

FT.com - Comment & Analysis
Sep 01, 2026

Why Andy Burnham should say: Jackdaw yes, Rosebank no
Despite the UK's best efforts, its energy system will require natural gas for decades to come

FT.com - Comment & Analysis
Sep 01, 2026

How to understand the current puzzle in bonds and equities
Like every bubble, the important point is how the AI boom is being financed

FT.com - Comment & Analysis
Sep 01, 2026

Tories reopen Liz Truss wound with new shadow chancellor
Kemi Badenoch's appointment of former Treasury minister hands opponents an open goal

FT.com - Comment & Analysis
Sep 01, 2026

More Warshology
His mysterious monetarism, and his relationship to the Treasury

FT.com - Comment & Analysis
Sep 01, 2026

The Meta settlement is regulation by enforcement
Social media groups are finding out the downside of avoiding federal oversight

FT.com - Comment & Analysis
Sep 01, 2026

A real-world trial for work in the age of AI
There are important lessons about universal basic income to be drawn from the behaviour of pensioners

FT.com - Comment & Analysis
Sep 01, 2026

Apple's new boss starts out asset-light and option-rich
The greatest asset John Ternus inherits is optionality

FT.com - Comment & Analysis
Aug 31, 2026

KKR is the rare private equity firm that bets on itself
As buyout groups reach middle age, playing with other people's money only gets them so far

FT.com - Comment & Analysis
Aug 31, 2026

Israel's de facto annexation of the West Bank
New housing tenders could end chance of a contiguous Palestinian state

FT.com - Comment & Analysis
Aug 31, 2026

Don't write off Russia's defence industry yet
Moscow's arms manufacturers are adapting and innovating in ways that could threaten Nato in the future

FT.com - Comment & Analysis
Aug 31, 2026

Trump's tariff fix leaves US trade policy in permanent flux
America's use of Section 301 means future administrations cannot just leave charges untouched or allow them to lapse

FT.com - Comment & Analysis
Aug 31, 2026

Whose fiscal problems would you prefer?
Lenders must choose between countries behaving like a bingeing entrepreneur, an elderly but reputable business owner and an indebted aristocrat

FT.com - Comment & Analysis
Aug 31, 2026

Sixty years of Notting Hill Carnival
The event — which began as a form of resistance against racism — draws millions to the streets of west London

FT.com - Comment & Analysis
Aug 31, 2026

How climate volatility shakes up companies' earnings too
Supply chains are vulnerable to heatwaves and cyclones

FT.com - Comment & Analysis
Aug 31, 2026

The missing piece in Trump's oil and gas boom: jobs
Production and profits are rising strongly but industry employment has fallen since Trump came to power

FT.com - Comment & Analysis
Aug 31, 2026

The missing piece in the US oil and gas boom: jobs
Production and profits are rising strongly but industry employment has fallen since Trump came to power

FT.com - Comment & Analysis
Aug 31, 2026

UK investment trusts struggle to keep up the liquidity illusion
Boaz Weinstein's activist campaigns expose the strains in a centuries-old model

FT.com - Comment & Analysis
Aug 31, 2026

Trump's threats against Canada are self-defeating
His predecessors in the White House understood that a unified North American bloc made the US more secure and prosperous

FT.com - Comment & Analysis
Aug 31, 2026

Will financial innovation dethrone the dollar?
The evolution of a truly multi-polar currency market depends on governments' willingness to embrace technology and fortify markets

FT.com - Comment & Analysis
Aug 30, 2026

Americans feel they have lost their agency
People increasingly blame large corporations for the sense that they have ever less control over their own lives

FT.com - Comment & Analysis
Aug 30, 2026

Meta's settlement is a starting point
Governments can use it as leverage as they mull social media bans for minors

FT.com - Comment & Analysis
Aug 30, 2026

Friends with fiscal benefits
Cross-class friendships appear to be one of the strongest predictors of upward mobility for people in low socio-economic groups

FT.com - Comment & Analysis
Aug 30, 2026

Summer might be ending, but we can hold on to some of its magic
It offers not the opportunity to do nothing but to have the time to do things slowly

FT.com - Comment & Analysis
Aug 30, 2026

One fix for UK plc's underperformance: equity for all
A new proposal suggests doubling the pay of board directors using stock options

FT.com - Comment & Analysis
Aug 30, 2026

Women make friends differently from men at work
They build tighter, more genuine connections that may not always be to their advantage

FT.com - Comment & Analysis
Aug 30, 2026

Your body is not a machine
Mechanical metaphors are useful, but such reductionism is no guide to life

FT.com - Comment & Analysis
Aug 29, 2026

Warsh charts a forward-looking path for the Fed at Jackson Hole
This might be remembered as a moment when the central bank switched approach

FT.com - Comment & Analysis
Aug 29, 2026

Is the 60-40 portfolio dead?
Under inflation, bonds are no longer a good diversifier

FT.com - Comment & Analysis
Aug 29, 2026

Zero-sum thinking will fuel resentment and scarcity
The assumption that one group must lose for another to gain has become worryingly widespread

FT.com - Comment & Analysis
Aug 29, 2026

The end of cheap food has costs far beyond the grocery store
Research estimates that climate-related shocks could add between 0.9 and 3.2 percentage points to the annual rate of food inflation around the globe by 2035

FT.com - Comment & Analysis
Aug 29, 2026

Risk of a new age of financial repression is rising
The idea of pushing US government bonds down the throats of investors is being taken increasingly seriously

FT.com - Comment & Analysis
Aug 29, 2026

Fancy lattes whip up their own mini investment boom
Premium coffee stores are doing a roaring trade along with the companies that supply the machines and beans

FT.com - Comment & Analysis
Aug 29, 2026

How finance redeemed itself
And what tech, the new black sheep, can learn from it

FT.com - Comment & Analysis
Aug 29, 2026

The battle over British bubbles
Mark Dixon's Silverhand Estate wants to make sparkling wine in England at Prosecco prices. Not everyone in the industry is raising a glass

FT.com - Comment & Analysis
Aug 29, 2026

‘It takes real flair to come up with something so diverting' — Jay Rayner reviews Saawaros, Elephant and Castle
In a room above The Albert Arms, a former Fallow chef is delivering personal, high-flavour and utterly compelling Thai cooking

FT.com - Comment & Analysis
Aug 28, 2026

Neoclouds show how to amplify risks in AI ecosystems
Fledgling companies that rent out servers and chips are in big demand but any unravelling will be ugly

FT.com - Comment & Analysis
Aug 28, 2026

US manufacturing is booming — but it's no thanks to Trump's tariffs
This is not the nostalgic, protectionism-fuelled return that the president promised

FT.com - Comment & Analysis
Aug 28, 2026

Warsh settles some nerves at Jackson Hole
Speech gave a crisper picture of how he reads the economy but leaves open questions over Fed ‘reaction function'

FT.com - Comment & Analysis
Aug 28, 2026

The age of the e-bike
There are ways to make them safer without banning them from city centres

FT.com - Comment & Analysis
Aug 28, 2026

Why banks find it so hard to manage reputational risk
It is one thing to assess facts, another to weigh up the public reaction to them

FT.com - Comment & Analysis
Aug 28, 2026

Have you got 10 minutes?
The fightback against online ‘life-hacks' starts here

FT.com - Comment & Analysis
Aug 28, 2026

The US consumer is showing some strain
Spending is rising, but not on the right stuff

FT.com - Comment & Analysis
Aug 28, 2026

A divine garden in a former coal-mining town
Historical spectacle and harmonious drifts of flowers and foliage bring a longstanding project in County Durham to fruition

FT.com - Comment & Analysis
Aug 28, 2026

Is China's ‘wise camel' the winner from the US-Iran war?
Beijing has threatened to retaliate with ‘all necessary measures' if the US hits it with sanctions

FT.com - Comment & Analysis
Aug 28, 2026

Letting tax cheats off the hook is costing America
Politicised enforcement is targeting minnows while allowing the wealthiest scofflaws to escape unscathed

FT.com - Comment & Analysis
Aug 28, 2026

Meta's $18bn settlement shows the wrong way to keep kids safe
Relying on mutual compromise is a flawed way to protect young users

FT.com - Comment & Analysis
Aug 27, 2026

De-dollarisation may not be over
Recent pick-up in dollar's share of global foreign exchange reserves does not amount to a trend reversal

FT.com - Comment & Analysis
Aug 27, 2026

Warsh goes to Jackson Hole
The Fed chair must reassure markets in his forthcoming speech

FT.com - Comment & Analysis
Aug 27, 2026

In asset management, the race for scale is becoming urgent
Even with markets at record highs, the pressure to find new clients is mounting

FT.com - Comment & Analysis
Aug 27, 2026

‘Headless software' signals further AI-led shake-up
The SaaS-pocalypse might be easing but industry change is accelerating

FT.com - Comment & Analysis
Aug 27, 2026

Why 5% Treasuries aren't crushing emerging markets
Owning EM bonds has not been so terrible in the past year

FT.com - Comment & Analysis
Aug 27, 2026

Don't draw the wrong conclusion from Treasury yields
Investors are marking up their expectations for long-run economic growth in the US

FT.com - Comment & Analysis
Aug 27, 2026

Humanoid robots will be useful, just not as we imagined
Bipedal robots may look impressive doing tricks on YouTube, but the real value lies with their less flashy, highly functional industrial cousins

FT.com - Comment & Analysis
Aug 27, 2026

AI's hacking capabilities are severely underestimated
It is now startlingly easy to put together a cheap and destructive cyber attack

FT.com - Comment & Analysis
Aug 27, 2026

Autumn can't come soon enough for home sellers
The housing market is highly seasonal — and understanding that might be the key to getting the best deal

FT.com - Comment & Analysis
Aug 27, 2026

Is AI making workers more vulnerable?
A new study could be the missing link between reports that AI is leading employers to rethink roles and the dearth of evidence on job displacement

FT.com - Comment & Analysis
Aug 27, 2026

The battle plans in Trump's tariff wars look more witless each time
Canada was right to resist US intimidation

FT.com - Comment & Analysis
Aug 27, 2026

Thames Water saga undermines case for more market solutions
Privatisation has become associated with failures, such as in the water industry, rather than its successes

FT.com - Comment & Analysis
Aug 27, 2026

The political cost of Thames Water
Privatisation has become associated with failures, such as in the water industry, rather than its successes

FT.com - Comment & Analysis
Aug 27, 2026

AI revenue reporting: slop
Plus, more on bad weather

FT.com - Comment & Analysis
Aug 27, 2026

Burnham's energy challenge: getting more UK households off gas
The prime minister could make electricity more attractive to incentivise switching

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