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 NEWS: FT.COM - COMMENT & ANALYSIS
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   NEWS: FT.COM - COMMENT & ANALYSIS
FT.com - Comment & Analysis
Jun 04, 2026

Tech groups find a new way to monetise AI hype: selling volatility
Elevated convertible bond issuance is, at heart, a response to the market being twitchier than usual

FT.com - Comment & Analysis
Jun 04, 2026

SpaceX IPO shows Musk's genius is in mythmaking
How exactly the company plans to support its gargantuan valuation is not obvious

FT.com - Comment & Analysis
Jun 04, 2026

The coming equity surge will test the US bull run
Mega IPOs and share offerings challenge the appetite for AI stocks

FT.com - Comment & Analysis
Jun 04, 2026

The case for raising UK interest rates is growing
The Bank of England should proactively lean against second-round effects from the energy shock

FT.com - Comment & Analysis
Jun 04, 2026

Europe is finally flexing its innovation muscles
The new EU tech sovereignty package shows a welcome shift from defensive regulation

FT.com - Comment & Analysis
Jun 04, 2026

The Gulf states and Ukraine need each other
Countries in Iran's line of fire need to shore up their drone defences, and Kyiv is in desperate need of funding

FT.com - Comment & Analysis
Jun 04, 2026

What if Andy Burnham loses?
Defeat would encourage Labour to believe the next election will be won by uniting voters on the left

FT.com - Comment & Analysis
Jun 04, 2026

Governments are scared of tackling the immigration dilemma
Rich economies need workers but their voters don't like migrants

FT.com - Comment & Analysis
Jun 04, 2026

A Labour battle for ideas would be a public service
An anti-intellectual leadership contest is a missed opportunity

FT.com - Comment & Analysis
Jun 04, 2026

Japan's bonds
Plus, India's wobble

FT.com - Comment & Analysis
Jun 04, 2026

America's ‘other' economy tells a different growth story
Investors should pay attention to the struggles of the consumer packaged goods industry

FT.com - Comment & Analysis
Jun 04, 2026

Argentina invites AI to free itself
As we enter a new era of technology, AI must be permitted to develop without premature regulation

FT.com - Comment & Analysis
Jun 04, 2026

Big Four stronger than ever as UK audit clampdown eases
The firms have emerged with their dominance entrenched and their businesses enhanced

FT.com - Comment & Analysis
Jun 04, 2026

Javier Milei: Argentina invites AI to free itself
As we enter a new era of technology, AI must be permitted to develop without premature regulation

FT.com - Comment & Analysis
Jun 04, 2026

How investors need to adapt to a new era of ‘spikeflation'
Diversification is the first defence against uncertainty and investors should seek inflation hedges like commodities

FT.com - Comment & Analysis
Jun 04, 2026

How to rescue sad summer crops
When strawberry season yields disappointment, here are a handful of strategies to perk up dull produce

FT.com - Comment & Analysis
Jun 04, 2026

Nigella Lawson: How to rescue sad summer crops
When strawberry season yields disappointment, here are a handful of strategies to perk up dull produce

FT.com - Comment & Analysis
Jun 03, 2026

Japanese hardware stocks are having a moment — again
The current surge plays to the country's industrial strengths

FT.com - Comment & Analysis
Jun 03, 2026

Europe's tightrope walk on tech sovereignty
EU should be wary of curbing access to US providers as it tries to nurture its own

FT.com - Comment & Analysis
Jun 03, 2026

Barclays hopes to boost UK economy with enlightened self-interest
Bank wants the government to make changes that encourage more foreign companies to manage their cash from the UK

FT.com - Comment & Analysis
Jun 03, 2026

Warsh needs to separate his roles at the Fed
This is how the new chair should approach his first rate-setting meeting

FT.com - Comment & Analysis
Jun 03, 2026

The home climate fixes that can survive the populist backlash
Some measures are gathering pace because they aim to save money as well as the planet

FT.com - Comment & Analysis
Jun 03, 2026

Electoral reform for the UK? Don't bet on it
Fractured party politics and enthusiasm from Labour's hopefuls are not a sign of imminent proportional voting

FT.com - Comment & Analysis
Jun 03, 2026

Turkey's frozen frontier with Armenia starts to thaw
An outbreak of peacemaking that should rank as a minor miracle in a troubled world

FT.com - Comment & Analysis
Jun 03, 2026

Hyperscalers and the equity tap: more to come
Plus, corporate culture and returns

FT.com - Comment & Analysis
Jun 03, 2026

Swedish business bristles over EU interventions
Lawyers and financiers complain that policymakers could be undermining the success of the country's model

FT.com - Comment & Analysis
Jun 03, 2026

Ebola outbreak stirs familiar grim sense of foreboding
The Bundibugyo strain is a reminder that serious health threats can escalate from under-the-radar pathogens

FT.com - Comment & Analysis
Jun 03, 2026

Can the rush for vaccines slow the latest Ebola outbreak?
The Bundibugyo strain is a reminder that serious health threats can escalate from under-the-radar pathogens

FT.com - Comment & Analysis
Jun 03, 2026

A guide for the perplexed on AI
Should we think of this technology as boon, bane or bubble?

FT.com - Comment & Analysis
Jun 03, 2026

How can we persuade our daughter to have a prenup?
She is getting married this summer but stands to inherit a large amount of money from us

FT.com - Comment & Analysis
Jun 03, 2026

Index investing will evolve with mega IPOs
New offerings will be a test but markets ultimately absorb new supply and determine prices over time

FT.com - Comment & Analysis
Jun 03, 2026

The UK is stuck in a rollercoaster queue
British theme parks are a fitting symbol of the country's supply-side economic woes

FT.com - Comment & Analysis
Jun 03, 2026

The AI boom gives 1990s IT brands a second crack at youth
Top-line growth is exciting Wall Street even though the groups are just one link in a much larger AI-related domino rally

FT.com - Comment & Analysis
Jun 02, 2026

Why ultra-luxury cruises are at risk of running aground
The core principles of luxury can lose their efficacy on the high seas

FT.com - Comment & Analysis
Jun 02, 2026

Cuba's unavoidable reckoning
US pressure is of dubious morality, but Havana has little choice but to do a deal

FT.com - Comment & Analysis
Jun 02, 2026

The China-US tech truce is fragile
A new wave of supply chain conflict is brewing

FT.com - Comment & Analysis
Jun 02, 2026

Wise money laundering probe hits at fintech's fundamental flaw
Investigation comes at a particularly bad time given its recent transatlantic stock market move

FT.com - Comment & Analysis
Jun 02, 2026

Why young America is trending socialist
Democrats need to show they can deliver for a disaffected Gen Z

FT.com - Comment & Analysis
Jun 02, 2026

Google's $80bn equity raise adds to that giant AI sucking sound
Search engine's move is a good example of how artificial intelligence has made big numbers all but meaningless

FT.com - Comment & Analysis
Jun 02, 2026

Canada's Maple revolutionaries in pensions feel the strain
Lacklustre private equity returns weigh on recent performance of a sector leader and others

FT.com - Comment & Analysis
Jun 02, 2026

IPO boom, market doom?
Plus: not now, Godzilla

FT.com - Comment & Analysis
Jun 02, 2026

America's AI boom is carrying more than investors admit
The economy, the profit cycle and the market narrative are all leaning on the same narrow pillar

FT.com - Comment & Analysis
Jun 02, 2026

Blair has shone a spotlight on Starmer's growth delusion
Labour's commitment to fixing the sluggish economy comes with a dizzying number of caveats

FT.com - Comment & Analysis
Jun 02, 2026

How did Spain's unemployment rate converge with Finland's?
Migration policy and labour market reforms are affecting joblessness — but in very different ways

FT.com - Comment & Analysis
Jun 01, 2026

China's housing market could have further to fall
To make real estate attractive for investors, prices must go lower

FT.com - Comment & Analysis
Jun 01, 2026

SoftBank data centre offers France AI sovereignty with strings
The plans are undoubtedly grand but it's impossible to tell what capacity will be required when the 2030s kick off

FT.com - Comment & Analysis
Jun 01, 2026

EasyJet may be budget, but an acquirer won't get it cheap
Nothing about buying the orange airline would be straightforward

FT.com - Comment & Analysis
Jun 01, 2026

Myanmar: the forgotten war
The effort to prove Aung San Suu Kyi's wellbeing can revive broader pressure on the military

FT.com - Comment & Analysis
Jun 01, 2026

America at 250 — and the war it forgot
Native American nations were in a strong position before the 1794 Battle of Fallen Timbers

FT.com - Comment & Analysis
Jun 01, 2026

Putin could pay a personal price for failure in Ukraine
History suggests that military defeat often leads to radical political change in Moscow

FT.com - Comment & Analysis
Jun 01, 2026

AI and real GDP: how big and how fast?
Plus more on the chip cycle

FT.com - Comment & Analysis
Jun 01, 2026

FTSE 100's likely new entrant puts a British spin on the AI boom
Hardware reseller's trick will be to convince investors artificial intelligence can augment its services rather than replace them

FT.com - Comment & Analysis
Jun 01, 2026

The truth about the American profit machine
It's not much stronger now than it was during the dotcom boom

FT.com - Comment & Analysis
Jun 01, 2026

How to bring nature into the home (beyond plants)
Design that is handmade, timeworn, sculptural, imperfect can introduce a sense of wildness within

FT.com - Comment & Analysis
Jun 01, 2026

Europe is running from a phantom China threat
EU leaders fear cheap Chinese exports when they should be worrying about embedded spyware and rare earths dependency

FT.com - Comment & Analysis
May 31, 2026

We need lifetime bans for clean athletes. This is the steroid Olympics, remember
A behind-the-scenes look at the work of Rutherford Hall, critical communications strategist

FT.com - Comment & Analysis
May 31, 2026

The end of cheap
After 50 years of falling capital, labour and energy prices, the next half-century will look very different for America

FT.com - Comment & Analysis
May 31, 2026

Africa's response to Ebola must be defined by Africa itself
International support matters when it aligns with strategies built alongside regional institutions and governments

FT.com - Comment & Analysis
May 31, 2026

China's comparative advantage is industrial policy
Western attempts to imitate Beijing's state-funded model are unwise

FT.com - Comment & Analysis
May 31, 2026

England's treatment of vulnerable children is a scandal
Care system is warped by incentives that put helpless young people at greater risk

FT.com - Comment & Analysis
May 31, 2026

Ferrari's Luce is a free option on a whole new market
Italian company's valuation stacks up even if it never figures out a workable electric vehicle strategy

FT.com - Comment & Analysis
May 31, 2026

There can only be one President Donald Trump, forever
By snubbing his son's wedding he seemed intent on making sure Don Jr knows his place

FT.com - Comment & Analysis
May 30, 2026

The month of error and overwhelm
From international business events to school recitals, June schedules pile on more than we can handle

FT.com - Comment & Analysis
May 30, 2026

Dotcom bubble IPOs
Lessons for boomtime investing

FT.com - Comment & Analysis
May 30, 2026

The very British banality of the SNP's shopping scandal
Seven Dyson vacuums, two Bremont watches?.?.?.?and a Jaguar in the driveway?.?.?.

FT.com - Comment & Analysis
May 30, 2026

The floor versus the ceiling
The world has come to prefer a high minimum to outright excellence

FT.com - Comment & Analysis
May 30, 2026

Five emerging themes for US stock investors
Active portfolios need to take into account factors such as risk management of giga-caps

FT.com - Comment & Analysis
May 30, 2026

No restaurant should be too posh to serve tap water
None of modernity's silly purchases can compare with bottled water when there is drinkable stuff in the taps

FT.com - Comment & Analysis
May 30, 2026

JPMorgan chases retail banking's golden fleece
US bank's international expansion is gaining some traction

FT.com - Comment & Analysis
May 30, 2026

Britain is waiting too long to save vulnerable children
The scandal of profit-making residential homes is just the tip of the iceberg

FT.com - Comment & Analysis
May 30, 2026

Britain's special relationship with French wine
Bordeaux — or claret — has long been at the heart of the British wine trade. But its spotlight is waning

FT.com - Comment & Analysis
May 30, 2026

‘It aims at the delicious and restorative, then misses that target' — Jay Rayner reviews Holy Carrot, London
Spitalfields' latest vegetarian venue has a worthy premise, good-looking menu and a notable chef — and yet it's falling flat

FT.com - Comment & Analysis
May 30, 2026

Thanks to Airbnb, I'm dreading the summer in my garden
The spread of short-term rentals in British seaside towns is the end result of 50 years of unintended consequences

FT.com - Comment & Analysis
May 30, 2026

Nostalgia as an antidote to loneliness
Chasing memories can lead to feelings of being both magnified and a speck amid a vast landscape

FT.com - Comment & Analysis
May 30, 2026

How the Enhanced Games tripped over its own shoelaces
A business once valued at $1.2bn is now worth just $350mn

FT.com - Comment & Analysis
May 29, 2026

Asda might help break Ocado's supermarket stalemate
Tie-up suggests the online grocery delivery group is nearing its goal after it struggled to win new partners

FT.com - Comment & Analysis
May 29, 2026

SpaceX and the ‘enshittification' of markets
The IPO of Elon Musk's company is a big risk for the millions of investors who have put savings into passive investing

FT.com - Comment & Analysis
May 29, 2026

Why Iran fears a deal today means more war tomorrow
Tehran interprets the US's seemingly generous concessions as too good to be true

FT.com - Comment & Analysis
May 29, 2026

A bumpy road to electric vehicle success
Ferrari Luce's launch caused more heat than light but has lessons for incumbents

FT.com - Comment & Analysis
May 29, 2026

Am I lower-value human capital?
Thanks to one CEO's ‘inartful' words, it's a question we all need to consider

FT.com - Comment & Analysis
May 29, 2026

Charles Goodhart: ‘Demography is going to make life worse and worse and worse'
The leading economist warns that fiscal pressures will constrain independent monetary policy

FT.com - Comment & Analysis
May 29, 2026

Markus Braun's six-year detention violates his human rights
The former Wirecard CEO has been detained since 2020 without a verdict — a length almost without precedent

FT.com - Comment & Analysis
May 29, 2026

Don't bet on Trump reining in the prediction markets
The sector is expanding at breakneck speed in the US

FT.com - Comment & Analysis
May 29, 2026

What if remote working, not AI, is to blame for weak junior hiring?
New evidence suggests the rise of working from home has made entry-level hires a less attractive proposition

FT.com - Comment & Analysis
May 29, 2026

Urgent clarity on policy needed on the energy transition
The impact of Middle East war is a reminder why certainty is crucial to spur a shift from fossil fuels

FT.com - Comment & Analysis
May 29, 2026

There's a simple way for investors to dodge UK political storms
Predictably, British politicians think they can defy financial markets — one solution is to buy global

FT.com - Comment & Analysis
May 29, 2026

Boston Museum of Fine Arts succeeds in reframing nature
A new show sees gardens as art and artists as gardeners — and sows big ideas to inspire us all

FT.com - Comment & Analysis
May 28, 2026

AkzoNobel should avoid painting itself into a corner
Dutch paint maker's original tie-up with Axalta doesn't look especially compelling

FT.com - Comment & Analysis
May 28, 2026

Caesars' billionaire buyer hopes luck and leverage go hand in hand
The transaction comes at a time when Caesars and Las Vegas have been struggling

FT.com - Comment & Analysis
May 28, 2026

Britain's expanding ‘lost generation'
Milburn report on youth joblessness should be a priority for whoever leads Labour

FT.com - Comment & Analysis
May 28, 2026

And just like that, the software apocalypse was over
Snowflake's stock pop demonstrates what companies must do to escape the sector downturn

FT.com - Comment & Analysis
May 28, 2026

SpaceX IPO boldly steps into the unknown of AI economics
We still need to learn many things about the basic business model of frontier models

FT.com - Comment & Analysis
May 28, 2026

BP should never have made Manifold chair
The UK energy company's board took an unwise gamble on a dominant executive

FT.com - Comment & Analysis
May 28, 2026

The Pope disrupts Silicon Valley
Unlike the US president, the pontiff is choosing to grapple with the serious challenges of AI

FT.com - Comment & Analysis
May 28, 2026

Who decides which jobs AI will take?
Different models are producing very different assessments of exposure levels

FT.com - Comment & Analysis
May 28, 2026

Trump is pushing Canada and Mexico towards China
The renegotiation of the USMCA deal is peripheral to the green tech revolution in world trade

FT.com - Comment & Analysis
May 28, 2026

Farage is facing his own menace on the right
The rise of Restore Britain may force Reform's leader to switch strategies

FT.com - Comment & Analysis
May 28, 2026

Arsenal, PSG and the rise of the capital club
The Champions League finalists show how football's old power centres have shifted

FT.com - Comment & Analysis
May 28, 2026

A tale of two EU-US comparisons
There is no well-defined single answer to whether the US has been outgrowing Europe

FT.com - Comment & Analysis
May 28, 2026

Semiconductors: supercycle or superbubble?
Plus, semis' fragile supply chain

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