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FT MagazineJancis Robinson
Napa Valley is California’s wine barometer, an expensive one
...They followed the Pinault family of Ch Latour et al, who, in 2013, bought what is now called The Eisele Vineyard from the Araujos, and were so confident of their savoir-faire that they didn’t even impose...
April 20, 2024
Unhedged
Inflation narrative whiplash Premium content
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
April 17, 2024
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
UnhedgedRobert Armstrong
Art as investment and investment as art Premium content
...More seriously, Goetzman et al argue that art price changes are largely a function of wealth concentration....
April 15, 2024
Unhedged
The Fed calls the top Premium content
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
December 14, 2023
Disrupted Times
British banks’ torrid summer continues
...Today’s top stories The US Federal Reserve announces its decision on interest rates at 2pm ET/7pm London today. Check back here for details and reaction....
July 26, 2023
Unhedged
US growth is good, but less good Premium content
...al)....
October 4, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Transcript
Transcript: Learning to love the boom
...What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al? I mean, shouldn’t that weigh against this rally? What about that? Katie MartinMaybe yes....
March 5, 2024
FT MagazineJancis Robinson
Bordeaux’s 2022 vintage: a delightful mystery
...Peynaud’s successors at the University of Bordeaux, currently Marchal et al, produce a detailed report on the growing season every year....
May 6, 2023
UnhedgedUS economy
US consumers are still riding high Premium content
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
February 1, 2023
Trade Secrets
Another day, another false alarm about the death of the dollar Premium content
...You can understand why the US et al would make a big fuss about Russia avoiding its sanctions by flogging knockdown oil to India or cheap gas to China — though I would note in passing that Russia’s imperialist...
March 21, 2022
UnhedgedRobert Armstrong
Bank stocks as bellwethers Premium content
...The Federal Reserve, it appears, is going to tighten with total predictability and imperceptible gentleness; inflation will be transient; Evergrande et al will not sink the Chinese economy; lions will lie...
September 24, 2021
War in Ukraine41 min
Russia's invasion of Ukraine: what next? | FT Live
...That he probably doesn't have any foreign assets, you know You mean there's not a bank account saying V Putin, the Kremlin. Yeah. But nonetheless, I suppose......
February 25, 2022
InterviewUS economy
Fed official warns US recovery may be ‘levelling off’
...Mr Bostic, 54, a former Fed economist and Obama administration housing official, is the first black person to serve as president of a regional Fed....
July 7, 2020
FT Swamp Notes
The reckless legacy of Benjamin Netanyahu Premium content
...The same, of course, applies to Le Pen et al in Europe. I don’t know Israel nearly well enough to prescribe a solution to the deep-seated Palestinian-Israeli crisis....
May 21, 2021
Gillian Tett
Mood and emotion are driving market swings
...The paper by Barber et al calculates that “the top 0.5% of stocks bought every day lose about 4.7% over the subsequent month”....
March 11, 2021
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
FTfmJohn Dizard
What is the true value of Burford’s $773m claim against YPF?
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
May 1, 2020
FirstFT
FirstFT: Today’s top stories
...(FT) Coronavirus digest Raphael Bostic, the president of the Federal Reserve Bank of Atlanta, whose district covers some of the regions hardest hit by the current outbreaks, warned the US recovery may...
July 7, 2020
FirstFT
FirstFT: Today’s top stories
...(FT, CNN) Coronavirus digest The global economy will contract by 5.2 per cent this year, according to the World Bank, with emerging economies set to shrink for the first time in at least six decades....
June 9, 2020
FT Swamp Notes
Wall Street is having a good plague Premium content
...Have you seen the miles-long lines for American food banks? The sight is disorienting....
May 15, 2020
Energy Source
Decoding the Dakota Access Pipeline ruling Premium content
...But DAPL’s fate lies in the hands of the American public....
July 9, 2020
FT Wealth
Germany’s reclusive rich edge into the limelight
...It is against this background that Hopp et al have raised their heads above the parapet....
September 6, 2020
Scoreboard
Scoreboard: Easy money in football dries up in restart Premium content
...But while Adidas has been making money on African American stars, there have been fewer American voices in top roles....
June 13, 2020
Equities
Markets Now - Thursday 14th May 2020
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
May 14, 2020
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
Equities
Markets Now - Wednesday 22nd April 2020
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
April 22, 2020

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