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 NEWS: FT.COM - COMMENT & ANALYSIS
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   NEWS: FT.COM - COMMENT & ANALYSIS
FT.com - Comment & Analysis
Apr 29, 2026

Big Tech's earnings get ever bigger, and ever less useful
Meta, Alphabet and peers are growing smartly, but their value hinges on hard-to-answer questions about AI supremacy

FT.com - Comment & Analysis
Apr 29, 2026

The twilight of Opec
UAE's departure leaves Saudi Arabia trying to hold together a fractious cartel

FT.com - Comment & Analysis
Apr 29, 2026

GSK's game of catch-up might just work
Drugmaker is looking to see which of its pipeline of drugs can be pushed forward while also trying to buy time

FT.com - Comment & Analysis
Apr 29, 2026

Lessons for countries on the edge
Africa's demographics are favourable, but leaders must prepare for future shocks

FT.com - Comment & Analysis
Apr 29, 2026

Warsh can bring a much-needed trade-off on rates to the Fed
The designate chair has signalled a willingness to take the central bank's balance sheet into account when setting monetary policy

FT.com - Comment & Analysis
Apr 29, 2026

UBS's bumper profit both helps and hinders its case on capital rules
Long fight over just how well fortified its balance sheet needs to be is inching in Swiss bank's direction

FT.com - Comment & Analysis
Apr 29, 2026

The problem with falling house prices
Homes are too expensive in the UK, but a large correction would be bad for everyone — including first-time buyers

FT.com - Comment & Analysis
Apr 29, 2026

Can US trading partners still rely on the rule of law?
When it comes to settling trade disputes, the Trump administration wants to play judge, jury and executioner

FT.com - Comment & Analysis
Apr 29, 2026

Australia's drive to get more blood flowing
The country has more recreational beekeepers than regular donors and is forced to rely on imports

FT.com - Comment & Analysis
Apr 29, 2026

King Charles, America and the futility of growth
The UK's stagnant economy and the US's dynamic one are both politically dysfunctional

FT.com - Comment & Analysis
Apr 29, 2026

Opec without the UAE
Plus, gilts hit rough water

FT.com - Comment & Analysis
Apr 29, 2026

Iran war oil price windfall gives Shell a chance to edge ahead of BP
Extra funds mean majors can now in theory increase exploration without cutting shareholder returns

FT.com - Comment & Analysis
Apr 29, 2026

It's never a good idea to sack the entire National Science Board
Donald Trump is spurning the research that makes progress possible

FT.com - Comment & Analysis
Apr 29, 2026

The great commodities disruption
Trump's attack on Iran has served as a reminder of how interconnected the global economy remains

FT.com - Comment & Analysis
Apr 29, 2026

UAE opens up an Opec fissure
Exit represents a rejection of the production-control system dominated in recent years by Saudi Arabia

FT.com - Comment & Analysis
Apr 29, 2026

How can we prevent our children from fighting over our estate?
We worry they will fall out over their inheritance

FT.com - Comment & Analysis
Apr 29, 2026

Rage in the age of X
It feels like politics is more fraught today — is it?

FT.com - Comment & Analysis
Apr 29, 2026

The stablecoin stumbling block
The crypto tokens are not yet safe enough to be used at scale in the settlement of large, wholesale financial transactions

FT.com - Comment & Analysis
Apr 29, 2026

Britain's top furniture designers are made in Milan
Tom Dixon's control of his own brand makes him an outlier among London creatives

FT.com - Comment & Analysis
Apr 28, 2026

Brown-Forman's choice: straight-up or with an M&A mixer
Maker of Jack Daniel's breaks off talks with Pernod, but other value-creating tie-ups may still make sense

FT.com - Comment & Analysis
Apr 28, 2026

Beijing's blunt message to its tech sector
China's ban on Meta-Manus deal is a warning to keep AI innovations at home

FT.com - Comment & Analysis
Apr 28, 2026

Spirit Airlines' dismal prospects could soon be everyone's problem
Lenders may flinch at a government bailout but the alternative could be worse

FT.com - Comment & Analysis
Apr 28, 2026

What the Grasset affair tells us about modern elites
Protests by authors at the French publishing house are a symptom of the struggle between establishment and insurgents

FT.com - Comment & Analysis
Apr 28, 2026

Russia's loss is Ukraine's gain in the Middle East
Moscow's ties with Iran and its waning power in the region give Kyiv a chance to forge new partnerships in the Gulf

FT.com - Comment & Analysis
Apr 28, 2026

Get used to the long Iran war
Tehran has a strong incentive to keep the conflict going

FT.com - Comment & Analysis
Apr 28, 2026

Wall Street is getting twitchy on oil prices
Plus, dollar dreams and reality

FT.com - Comment & Analysis
Apr 28, 2026

The real lesson of Reform's war on the history curriculum
Proposals for a new patriotic syllabus reveal the ambiguous appeal of rightwing populism

FT.com - Comment & Analysis
Apr 28, 2026

Iran war shows Latin America has left its original sin behind
For 30 years, every oil shock broke Latin American bonds. This one didn't

FT.com - Comment & Analysis
Apr 28, 2026

Rivian is bringing software-as-a-service to the road
Electric-vehicle maker wants to license its code for other carmakers

FT.com - Comment & Analysis
Apr 28, 2026

A troubling plan to revive the frozen US property market
Buyers should beware the real estate dark pools

FT.com - Comment & Analysis
Apr 27, 2026

Honda and the power of (broken) dreams
A brilliant and adventurist beacon for Japanese industry in the past is now stumbling

FT.com - Comment & Analysis
Apr 27, 2026

King Charles and the ‘special' relationship
Ties with the US need mending, but Britain must nurture other alliances too

FT.com - Comment & Analysis
Apr 27, 2026

Meta's Chinese stumble suggests declining tolerance for shades of grey
Tech-related capital flows have benefited from decades of ambiguity, but AI changes the calculus

FT.com - Comment & Analysis
Apr 27, 2026

Why London's teens need more third spaces
At a time when young people are either demonised for staying in or going out, youth clubs are more important than ever

FT.com - Comment & Analysis
Apr 27, 2026

The EU's methane regulation could spark an energy crisis
Its extraterritorial, prescriptive and paperwork-heavy requirements will restrict access to supply options

FT.com - Comment & Analysis
Mar 23, 2026

Gilts: blame the hedge funds?
No one's doing it like the Brits

FT.com - Comment & Analysis
Mar 23, 2026

Trump's Iran playbook was written in the 1980s
From oil threats to ultimatums, the US president has a decades-old view of how to confront Tehran

FT.com - Comment & Analysis
Mar 23, 2026

The Shakespearean animus of Botín and Orcel
The Italian's bid for Commerzbank may prove to be the final act in European banking's rivalrous drama

FT.com - Comment & Analysis
Mar 23, 2026

Iran war is a risk to the flow of Gulf funds around the globe
World has come to depend on capital from the region more deeply than many realise

FT.com - Comment & Analysis
Mar 23, 2026

America keeps bailing out Trump
The country's underlying strengths are absorbing his erratic choices, including the war on Iran

FT.com - Comment & Analysis
Mar 23, 2026

The ghost bankers haunting the City
Unable to leave the financial district, some senior staff appear to be working long after handing in their pass

FT.com - Comment & Analysis
Mar 22, 2026

‘EU Inc' is a missed opportunity for start-ups
Leaders who want more innovative European business must insist on a bolder approach

FT.com - Comment & Analysis
Mar 22, 2026

War with Iran has exposed American fragility at sea
The move from ‘efficiency' to ‘resilience' in maritime supply chains has a long way to go

FT.com - Comment & Analysis
Mar 22, 2026

How the Iran war could derail the AI boom
The entire chip supply chain depends on energy and chemical imports from the Middle East

FT.com - Comment & Analysis
Mar 22, 2026

Pakistan and Afghanistan tensions reach breaking point
However difficult it may be, the world needs to re-engage with the troubled region

FT.com - Comment & Analysis
Mar 22, 2026

Reading Socrates in Silicon Valley
Self-proclaimed stoics who denounce self-examination only prove the bankruptcy of the tech bro worldview

FT.com - Comment & Analysis
Mar 22, 2026

Is a plumbing career the future?
Skilled trades regarded as safe from automation but still face social resistance

FT.com - Comment & Analysis
Mar 22, 2026

Time to shear the UK housing market of the dreaded ‘fleecehold'
Estate management charges can leave buyers of new-built homes with unforeseen costs as they pay annually for maintenance

FT.com - Comment & Analysis
Mar 21, 2026

Chart of the Week: Global rates show deeper war fears
Investors are becoming increasingly hawkish

FT.com - Comment & Analysis
Mar 21, 2026

History is tragically repeating itself in Lebanon
Ensuring the country's survival — and Hizbollah's weakening — is Trump's best hope for Middle East success

FT.com - Comment & Analysis
Mar 21, 2026

Iran war raises the risk of a bond market shock
Wild swings in UK gilts point to strains that will hurt government finances and jack up borrowing costs for us all

FT.com - Comment & Analysis
Mar 21, 2026

Uber fights to stay in the robotaxi race
Ride-hailing company must make up lost ground on driverless vehicles, or risk being left in the rear-view mirror

FT.com - Comment & Analysis
Mar 21, 2026

We should all be playing pothole politics
Living in the ‘Potswolds' has made me one of the Angry Local People pointing at our damaged roads

FT.com - Comment & Analysis
Mar 21, 2026

Tokaj is so much more than a sweet wine
Hungary's most famous wine region has made a huge success of dry whites

FT.com - Comment & Analysis
Mar 21, 2026

The new old world
A Gulf war, an oil spike, a tense Europe: the 20th century is back

FT.com - Comment & Analysis
Mar 21, 2026

Aston Martin could do with a carpool companion
Brand still has global cachet but it is finding life tricky as a tiny luxury-car maker

FT.com - Comment & Analysis
Mar 21, 2026

Games we play as children echo through our adult lives
What can chess or hide-and-seek teach us about navigating relationships with others?

FT.com - Comment & Analysis
Mar 21, 2026

Britain must be more vigilant to the risk of sabotage by hostile states
If Moscow and Beijing are determined to destabilise the west then new strategies are needed

FT.com - Comment & Analysis
Mar 21, 2026

‘Vladimir' and the enduring appeal of campus satire
Weird rules, shifting cultural politics, contested parking spaces — universities still have all the ingredients for drama

FT.com - Comment & Analysis
Mar 21, 2026

Restaurant Gordon Ramsay High, London: £776 of meh — review
The sweary chef thinks critics have got it in for him, but it's his restaurant that is the problem

FT.com - Comment & Analysis
Mar 20, 2026

A bet on Bill Ackman's new listing is complex
The hedge fund manager is seeking to extend his Pershing Square portfolio in multiple vehicles

FT.com - Comment & Analysis
Mar 20, 2026

Iran war will scar the global economy
Scenarios that markets and policymakers hoped to avoid are now materialising

FT.com - Comment & Analysis
Mar 20, 2026

Why Wall Street is scouting college sports stars
Banks have realised the potential from tapping in to tomorrow's elite - and by definition wealthy - athletes

FT.com - Comment & Analysis
Mar 20, 2026

How the oil shock might spread
Measures undertaken by vulnerable economies may be only the start of things to come

FT.com - Comment & Analysis
Mar 20, 2026

A prosperous Britain means facing up to trade-offs
Yes, yes, and yes again to reform of our appalling planning system — but politicians require help to make hard choices

FT.com - Comment & Analysis
Mar 20, 2026

Mistral CEO: AI companies should pay a content levy in Europe
A revenue-based charge would protect the livelihoods of copyright holders and bring legal certainty

FT.com - Comment & Analysis
Mar 20, 2026

Is it time for me to buy equities again?
Many price/earnings ratios have fallen back to long-run averages

FT.com - Comment & Analysis
Mar 20, 2026

Can Jane Austen help my teenager?
The writer's Regency settings hold lessons for making friends on social media

FT.com - Comment & Analysis
Mar 20, 2026

Interest rates take fright
The market's calm in the face of war is beginning to crack

FT.com - Comment & Analysis
Mar 20, 2026

The case for slicing up consumer conglomerates further
Investors are better able to value pure plays, while lacklustre units can dilute overall growth and margins at sprawling companies

FT.com - Comment & Analysis
Mar 20, 2026

Small rituals of survival in Tehran
War feels like something that should have been left behind in a more brutal century

FT.com - Comment & Analysis
Mar 20, 2026

Rituals of survival in Tehran
War feels like something that should have been left behind in a more brutal century

FT.com - Comment & Analysis
Mar 20, 2026

Quiet rituals of survival in Tehran
War feels like something that should have been left behind in a more brutal century

FT.com - Comment & Analysis
Mar 20, 2026

Maritime security is key to global energy supplies
Companies need to know their vessels can pass through busy shipping lanes repeatedly and safely

FT.com - Comment & Analysis
Mar 20, 2026

The war over tail risks is in full swing
Trump's financial fight with insurers will affect business confidence as much as the kinetic battle

FT.com - Comment & Analysis
Mar 20, 2026

Musks remain at the top table of first-class roses
The centenary of the great rosarian Joseph Pemberton's death is a beautiful excuse to revisit these hardy, floriferous and intensely scented varieties

FT.com - Comment & Analysis
Mar 19, 2026

This gas crisis is bad — but not as bad as the last one
Whatever happens in the Middle East, European prices are unlikely to rise as much as they did in 2022

FT.com - Comment & Analysis
Mar 19, 2026

Investors' important bet on nuclear fusion
The elusive power source is gradually moving closer to becoming a reality

FT.com - Comment & Analysis
Mar 19, 2026

Europe needs to prepare now for an extended energy shock
Flows of oil and gas do not resume like turning a tap back on

FT.com - Comment & Analysis
Mar 19, 2026

War between Afghanistan and Pakistan has much wider consequences
When these countries become arenas for militancy, the repercussions reverberate far beyond their borders

FT.com - Comment & Analysis
Mar 19, 2026

Tokens may soon drive the AI economy
Jensen Huang of Nvidia has outlined a future based around the production, consumption and monetisation of output units

FT.com - Comment & Analysis
Mar 19, 2026

The UK must accept it is no longer a global power
Starmer has failed to level with the public that Britain's control over its destiny is limited

FT.com - Comment & Analysis
Mar 19, 2026

Being stranded abroad sold me on AI travel agents
Some users may be reluctant to increase their dependence on Big Tech companies

FT.com - Comment & Analysis
Mar 19, 2026

Trustpilot deserves a more favourable appraisal
The online review platform floated in 2021 and now trades below its debut price

FT.com - Comment & Analysis
Mar 19, 2026

The dynamic globalisation machine will overcome the Iran shock
Short-term crisis management in shipping should not be mistaken for fatal weakness in trade

FT.com - Comment & Analysis
Mar 19, 2026

How (not) to help with high energy prices
Heed the lessons from 2022

FT.com - Comment & Analysis
Mar 19, 2026

Trump's wars are made for TV
And, tragically, the real life death toll seems irrelevant

FT.com - Comment & Analysis
Mar 19, 2026

The Fed can only wait and wonder
Plus, the stock market's wartime reversal

FT.com - Comment & Analysis
Mar 19, 2026

Spain is a role model in weathering Iranian oil shocks
Hedge funds are getting battered by a sharp spike in oil prices and a broad market selloff unraveling crowded trades as the Iran war continues.

FT.com - Comment & Analysis
Mar 19, 2026

Scale is not everything in asset management
Seeking size for its own sake can distract fund managers from focusing on clients and shareholders

FT.com - Comment & Analysis
Mar 19, 2026

Is AI improving economics?
It's expanding the scope of research but challenging the profession's process of weeding out mistakes

FT.com - Comment & Analysis
Mar 19, 2026

Economists have caught the AI bug
It's expanding the scope of research but challenging the profession's process of weeding out mistakes

FT.com - Comment & Analysis
Mar 19, 2026

Trump sails into battle with Lloyd's of London
The market's historic strength in marine war insurance is being challenged by the US

FT.com - Comment & Analysis
Mar 19, 2026

When it comes to your pension, don't believe the hype about private equity
Individual investors should be wary of the claims made — especially when they come from politicians

FT.com - Comment & Analysis
Mar 19, 2026

Why bank cards may be heading the way of the cheque book
The £100 cap on contactless card spending is lifted today — but digital wallets matter more for future growth

FT.com - Comment & Analysis
Mar 18, 2026

AI is moving from answering questions to taking action
China is likely to be both the testing ground and a leader in the use of agents

FT.com - Comment & Analysis
Mar 18, 2026

America's war on Iran is a gift to Vladimir Putin
Ukraine's other allies need to limit the windfall to Moscow

FT.com - Comment & Analysis
Mar 18, 2026

Silver linings to the heavy cloud of higher energy prices
Natural gas consumption has fallen and resilience has improved across Europe and in the UK

FT.com - Comment & Analysis
Mar 18, 2026

Nintendo wins by not playing the power game
The company's exclusive titles have kept gamers loyal without chasing technological superiority

FT.com - Comment & Analysis
Mar 18, 2026

How hard will war hit the Gulf's economies?
The highly globalised UAE has felt the impact of conflict more than insular Saudi Arabia

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