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 NEWS: FT.COM - COMMENT & ANALYSIS
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   NEWS: FT.COM - COMMENT & ANALYSIS
FT.com - Comment & Analysis
Aug 01, 2026

Warsh spooks long bonds
The yield curve steepening is unusual for a Fed hold

FT.com - Comment & Analysis
Aug 01, 2026

Situational Awareness got the future right but misread the past
Leopold Aschenbrenner thought AI-related stocks would go one way; they went the other. The mistake was funding the trades with debt

FT.com - Comment & Analysis
Aug 01, 2026

Humbling times for markets
Investors finally show signs of growing weary of the painfully obvious nonsense

FT.com - Comment & Analysis
Aug 01, 2026

Is Lloyds Bank's techie boss a secret AI contrarian?
The possibility of consumers delegating financial tasks to agentic AI poses a new risk for lenders

FT.com - Comment & Analysis
Aug 01, 2026

The war dividend
External threats should make western societies less polarised in future

FT.com - Comment & Analysis
Aug 01, 2026

Jay Rayner reviews Oudh 1722: ‘Some of the best Indian food in London'
Birmingham chef Aktar Islam brings serious confidence to Borough Market at his slick, generous new restaurant

FT.com - Comment & Analysis
Aug 01, 2026

Sorry you were late. Here's my invoice
Being late is a waste of time and money — but I have a solution

FT.com - Comment & Analysis
Aug 01, 2026

Beating Berlin's Sunday blues
Germany's weekly retail shutdown is bad for the country's economy and the atmosphere of its cities

FT.com - Comment & Analysis
Aug 01, 2026

Fruit spirits: the taste of a place, bottled
From a Cotswolds lean-to to the orchards of Normandy, the finest eaux de vie are less about alcohol than attention — to fruit, soil, weather and time

FT.com - Comment & Analysis
Jul 31, 2026

Europe's long hot summer
Wildfires show climate change adaptation needs to move up the agenda alongside mitigation

FT.com - Comment & Analysis
Jul 31, 2026

I helped bring in US bank stress tests. Now it is time to drop them
The time-consuming ritual risks misleading the public about the true health of the financial system

FT.com - Comment & Analysis
Jul 31, 2026

Fifa stake sale could work — but not at this price
Commercialisation does not always mean corruption

FT.com - Comment & Analysis
Jul 31, 2026

Markets are getting AI right
Recent volatility reflects economic reality

FT.com - Comment & Analysis
Jul 31, 2026

How can I TikTok like Andy Burnham?
The whole middle-aged working stiff genre is being redefined. You can't afford not to be involved

FT.com - Comment & Analysis
Jul 31, 2026

What Warsh is (probably) up to
The pro-volatility Fed chair

FT.com - Comment & Analysis
Jul 31, 2026

We've moved from income world to wealth world
Passive wealth gains increasingly matter more than earnings for one's standing in society

FT.com - Comment & Analysis
Jul 31, 2026

The young couples saying ‘I do' to a prenup
If this is how we normalise talking about money within relationships, I'm all for it

FT.com - Comment & Analysis
Jul 31, 2026

How investors should brace portfolios for tech volatility
Many cross-asset holdings are too tilted towards innovation and not protected enough against inflation

FT.com - Comment & Analysis
Jul 31, 2026

The Gen Z and Millennial couples saying ‘I do' to a prenup
If this is how we normalise talking about money within relationships, I'm all for it

FT.com - Comment & Analysis
Jul 31, 2026

Gardeners can learn from this mission statement to ‘cultivate resilience'
Thanks to the World Monuments Fund, Kew Gardens is rejuvenating its grand Palm House — it's just one of a cluster of horticultural programmes raising the global green bar

FT.com - Comment & Analysis
Jul 31, 2026

China is smarter about subsidies than everybody else
Beijing is stealing a march on its competitors by targeting strategic sectors

FT.com - Comment & Analysis
Jul 30, 2026

Potato chips and the silicon kind are surprisingly similar
Like semiconductor makers, crisps brands must now contend with the difficulty in forecasting future demand

FT.com - Comment & Analysis
Jul 30, 2026

Mark Zuckerberg is becoming the king of the ‘side quest'
Meta is working on a plethora of products outside its comfort zone — and the side hustles come with high stakes

FT.com - Comment & Analysis
Jul 30, 2026

Kevin Warsh's concerning communication style
Fed chair's press conference exposes the shortcomings of his approach

FT.com - Comment & Analysis
Jul 30, 2026

China is not the solution to the US chipflation problem
Buying memory chips from companies like CXMT could lower costs but risks dependence

FT.com - Comment & Analysis
Jul 30, 2026

Are investors really getting cold feet about the AI boom?
It is not clear whether there has been a serious change of heart about the trade underpinning the stock market

FT.com - Comment & Analysis
Jul 30, 2026

The Odyssey wins the casting debate
Lessons from the visionary British director Peter Brook remain relevant for today's cinema

FT.com - Comment & Analysis
Jul 30, 2026

Can Vance square his Catholicism with Trump's Republican Party?
The vice-president's new book criticises the hypocrisy of the old religious right

FT.com - Comment & Analysis
Jul 30, 2026

Albanians don't want their islands sold off to Trump and Kushner
Ivanka and Jared won't let snakes, landmines or the region's tortured past get in the way of Balkan real estate deals

FT.com - Comment & Analysis
Jul 30, 2026

There is no modern-day Maggie to save Britain from Burnhamism
The right hopes that Labour's new leader will fail, but who exactly is going to step in and shake things up?

FT.com - Comment & Analysis
Jul 30, 2026

Kevin Warsh is confusing markets
The Fed is a player, not a referee

FT.com - Comment & Analysis
Jul 30, 2026

Peak Greggs is rolling ever further into the future
In an age of AI hacks and space data centres, Greggs is finding success in protein and proximity

FT.com - Comment & Analysis
Jul 30, 2026

Deutsche Bank swings from overexcitement to overcorrection
Bank is down 6 per cent on Euro Stoxx index of Eurozone lenders, even after positive response to its second-quarter results on Wednesday

FT.com - Comment & Analysis
Jul 30, 2026

Germany's Mittelstand has not much time to lose
As gloom over Chinese competition intensifies, the pressure on companies and Europe to reform is escalating

FT.com - Comment & Analysis
Jul 30, 2026

AI investment concentration risk is not just in equities
Bond markets are increasingly dominated by a bet on the same thesis as other asset classes

FT.com - Comment & Analysis
Jul 30, 2026

Nigella Lawson: How to survive a holiday kitchen
A rental is rarely well equipped, but its indignities can become part of the pleasure — provided you pack the few things you truly need

FT.com - Comment & Analysis
Jul 30, 2026

How exposed is the UK economy to the second China shock?
Less so than some of its G7 partners but not entirely immune

FT.com - Comment & Analysis
Jul 30, 2026

Saudi Arabia is still doomed to dependence on America
The US president's latest outburst reveals that Benjamin Netanyahu's preferences continue to trump Mohammed bin Salman's ambitions

FT.com - Comment & Analysis
Jul 29, 2026

Social care reform is a test of UK politics
Efforts to fix England's broken system must answer the question: who pays?

FT.com - Comment & Analysis
Jul 29, 2026

Reality bites for South Korea's memory chip wonder-stocks
Even the most stalwart boom believer must now reckon with nuance

FT.com - Comment & Analysis
Jul 29, 2026

Nvidia's chips may be novel, but its ‘circular financing' isn't
Chipmaker is basically writing cheques to enable its customers to buy more of its products than they could otherwise afford

FT.com - Comment & Analysis
Jul 29, 2026

Here's how to make North Sea drilling compatible with net zero
Energy project licences should be conditional on carbon dioxide disposal

FT.com - Comment & Analysis
Jul 29, 2026

The pathway to prosperity is getting harder for developing countries
The rules-based global market in which rich nations tolerate trade surpluses does not exist any more

FT.com - Comment & Analysis
Jul 29, 2026

Populism will eat itself
A movement that admires belligerence and confrontation will turn on its own in the end

FT.com - Comment & Analysis
Jul 29, 2026

The thrill of South Korea's ‘dopamine apps'
One faux delivery site allows users to select and order food without paying money or receiving anything

FT.com - Comment & Analysis
Jul 29, 2026

AI isn't taking jobs, yet
Plus, oil is a problem again

FT.com - Comment & Analysis
Jul 29, 2026

Bags or baubles? How AI wealth divides luxury stocks
Richemont looks better placed than LVMH if the technology creates a K-shaped economy

FT.com - Comment & Analysis
Jul 29, 2026

Mamdani's pro-business push
The Democratic socialist mayor of New York is targeting support at small companies — the likes of the food truck or corner bodega

FT.com - Comment & Analysis
Jul 29, 2026

If you think your profession is dying, it could soon be gone
Younger workers once foresaw the demise of horse-drawn carriages — but anticipating obsolescence can be self-fulfilling

FT.com - Comment & Analysis
Jul 29, 2026

How absurdist memes turned into war propaganda
Trump's and Iran's social media posts on the conflict have become ‘a substitute for thought', says one memetic pioneer

FT.com - Comment & Analysis
Jul 29, 2026

Do Britons pay a lot of tax?
My theory is that the UK is a cultural piggy-in-the-middle between the main EU economies and the Anglosphere

FT.com - Comment & Analysis
Jul 29, 2026

The dilution cycle hiding in tech valuations
Companies have a responsibility to protect every share but stock-based pay is quietly eroding their value

FT.com - Comment & Analysis
Jul 29, 2026

Can I get back money that I lent to a family member?
We didn't sign a repayment agreement and now they have told me they won't pay it back

FT.com - Comment & Analysis
Jul 29, 2026

Sea and be seen
There's a fine art to looking the part for a day trip to the beach at the height of an American summer

FT.com - Comment & Analysis
Jul 28, 2026

Ares' next big private capital deal looks deceptively close to home
While it's already common to find private equity and credit under the same roof, any tie-up will prove a test of culture

FT.com - Comment & Analysis
Jul 28, 2026

The US should stay open to open-weight AI
New and cheaper models could be a boon for the growth of the tech sector

FT.com - Comment & Analysis
Jul 28, 2026

Wildfires are entering tipping-point territory
Scientists need to update their models to understand how these extreme events start and spread

FT.com - Comment & Analysis
Jul 28, 2026

We need an OBR for infrastructure
An independent expert body with the right capabilities can reassure investors that projects are worth the cost

FT.com - Comment & Analysis
Jul 28, 2026

A truly progressive VAT would solve a lot of UK tax problems
Ending exemptions while excluding low-income households would be fairer and bring in far more revenue

FT.com - Comment & Analysis
Jul 28, 2026

Trump's waning sway over the world
The habitual trolling that serves him at home is sapping his potency on the global stage

FT.com - Comment & Analysis
Jul 28, 2026

The bad equilibrium in the energy market
Prices are bounded in a bad equilibrium while demand and supply look set to remain off-balance

FT.com - Comment & Analysis
Jul 28, 2026

Education is not to blame for England's Neet crisis
Andy Burnham's schools overhaul risks throwing babies out with the bathwater, as changes will probably require cuts elsewhere

FT.com - Comment & Analysis
Jul 28, 2026

Tariffs and Treasury yields
Plus, re-equitisation

FT.com - Comment & Analysis
Jul 28, 2026

DCC board grapples with an M&A ‘laggard's dilemma'
Its price-to-earnings ratio fell from nearly 25 times in 2016 to around 11 times in early April, before its suitors emerged

FT.com - Comment & Analysis
Jul 28, 2026

Don't underestimate the economic power of a UK vibe shift
The economy still has plenty of challenges but there's something to be said for facing them with a smile

FT.com - Comment & Analysis
Jul 28, 2026

China needs a new growth model
This matters for Beijing's sake and for the rest of the world economy

FT.com - Comment & Analysis
Jul 28, 2026

To create wealth, Europe must reap the dividends of radio spectrum
The EU cannot ask its telecoms to compete globally while organising one of its most important sectors nationally

FT.com - Comment & Analysis
Jul 28, 2026

Trump's ability to talk down oil prices is being tested
As Iran conflict drags on, verbal intervention may no longer be enough to suppress prices

FT.com - Comment & Analysis
Jul 27, 2026

CXMT's roaring IPO isn't the bubble signal it might appear
The Chinese group and its peers could continue to benefit if cheaper computing power results in more demand for AI

FT.com - Comment & Analysis
Jul 27, 2026

Donald Trump rebuilds his tariff wall
The US president is moving his signature trade policy into a new phase

FT.com - Comment & Analysis
Jul 27, 2026

Canary Wharf holds lessons for Andy Burnham
Areas that combine employment, housing, culture and leisure will outperform those designed around a single use

FT.com - Comment & Analysis
Jul 27, 2026

Burnham and the problem of politics by social media
The old tightly regulated party broadcast model is dead — for better and for worse

FT.com - Comment & Analysis
Jul 27, 2026

US courts diverge on latest front in debt brawls
Legal warfare has broken out over whether payment of a debt obligation requires actual cash changing hands

FT.com - Comment & Analysis
Jul 27, 2026

Ukraine, Iran and how regional wars go global
Conflicts in Europe and Asia are overlapping and two rival blocs may be forming

FT.com - Comment & Analysis
Jul 27, 2026

The great tick explosion: a tiny threat tests America's love of nature
Changes in climate and land use mean unfamiliar ticks turning up in unexpected places, bringing exotic new illnesses

FT.com - Comment & Analysis
Jul 27, 2026

How tight is the labour market?
The data is equivocal

FT.com - Comment & Analysis
Jul 27, 2026

Beware holographic markets
Tokenised securities are mirror images of the real thing but pose new risks

FT.com - Comment & Analysis
Jul 27, 2026

Beware the shimmer of holographic markets
Tokenised securities are mirror images of the real thing but pose new risks

FT.com - Comment & Analysis
Jul 27, 2026

Why economic surveys have lost their relevance
Distorted by partisan passion and rising inequality, they are a reflection of popular frustrations — not overall growth

FT.com - Comment & Analysis
Jul 26, 2026

If No 10 North is the ‘situation room for growth' let's get situated near it
A behind-the-scenes look at the work of Rutherford Hall, critical communications strategist

FT.com - Comment & Analysis
Jul 26, 2026

What is the risk of using Chinese open AI models like Kimi K3?
The real problem is not overseas open-source but lack of co-ordination to protect infrastructure in the face of cyber attacks

FT.com - Comment & Analysis
Jul 26, 2026

Gibraltar should show Burnham a softer Brexit is the only option
The recent deal again illustrates that closer alignment with the EU offers the best of both worlds

FT.com - Comment & Analysis
Jul 26, 2026

Why wages and productivity look set to diverge further
AI and a falling labour share of GDP risk accelerating decoupling trends across the rich world

FT.com - Comment & Analysis
Jul 26, 2026

Trump's systematic assault on science
The government is politicising funding for basic research

FT.com - Comment & Analysis
Jul 26, 2026

British unicorn Humanoid points to way forward for European tech
London-based company shows that while the continent is industrialising, it still has manufacturing clout

FT.com - Comment & Analysis
Jul 26, 2026

Maga's creepy baby obsession won't solve the fertility crisis
But neither will pretending that it's merely an economic issue

FT.com - Comment & Analysis
Jul 26, 2026

Why workers are nostalgic for life before AI
Many white-collar professionals worry about the tech inhibiting creativity and making errors

FT.com - Comment & Analysis
Jul 25, 2026

Who owns shares?
Household exposure to stocks varies dramatically across countries

FT.com - Comment & Analysis
Jul 25, 2026

In a glum moment for budget airlines, Ryanair may have the last laugh
Investors underestimate how balance-sheet strength might be a differentiating factor in what happens next

FT.com - Comment & Analysis
Jul 25, 2026

India's ‘Cockroach' Gen Z has had enough
The irreverence of the country's youth brings to light the contrast between government promises and economic reality

FT.com - Comment & Analysis
Jul 25, 2026

What the City needs from the Burnham government
Unlike the 1970s, there is a conversation to be had here

FT.com - Comment & Analysis
Jul 25, 2026

What's your drink of the summer? Mine's a cup of cynicism
Working out the difference between what we like and what we are told to like is becoming a harder task

FT.com - Comment & Analysis
Jul 25, 2026

AMC's balance sheet quest would make Odysseus tremble
Its market capitalisation of $2bn is overshadowed by a Laestrygonian-sized debt pile of $7bn

FT.com - Comment & Analysis
Jul 25, 2026

Andy Burnham's regional privilege
Reflections on an under-scrutinised prime minister

FT.com - Comment & Analysis
Jul 25, 2026

Dropping quarterly company reports in US may not be a bad thing
Despite backlash against SEC, it could be beneficial if done in the right way

FT.com - Comment & Analysis
Jul 25, 2026

Banquet 88, London: the big light is on, and so is the cooking — restaurant review
Flavour tops flair with quality dim sum and crisp roast meats at a new Cantonese venue in St Katharine Docks

FT.com - Comment & Analysis
Jul 25, 2026

The clay, the grapes and the politics of Georgian wine
As some producers focus on qvevri, skin contact and indigenous grapes, others are chasing a more polished international style and distance from Russia

FT.com - Comment & Analysis
Jul 25, 2026

The rise of cosy femicide in novels should alarm us all
The ubiquity of violence against women in popular fiction has largely gone unnoticed

FT.com - Comment & Analysis
Jul 24, 2026

The return of monetarism
Former Fed governor Stephen Miran is trying to bring the money supply back to central banking

FT.com - Comment & Analysis
Jul 24, 2026

The Victorians have some lessons for Burnham on radical devolution
Britain needs the social and economic glue of local power

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