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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
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
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Moral Money
Falling out of love with stakeholder capitalism Premium content
...However, Bebchuk et al conclude that this throws the ball into the government’s court....
February 14, 2022
US & Canadian companies
Will Covid and Klarna kill the credit card?
...“If I think of the amount of pressure I’m under as a deposit taker and the care and attention I have to take when providing unsecured lending to younger people, it is staggering me that Klarna et al are...
September 17, 2021
Equities
Markets Now - Thursday 10th September
...al), which improves SONG’s negotiating position. . . . . uh, great?...
September 10, 2020
Equities
Markets Now - Thursday 3rd September
...); (v) the EU taxonomy; and (vi) a possible carbon border tax....
September 3, 2020
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
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
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
FTWeekend Live Q&A
What are the week’s new films to watch from home?
...(Incidentally, for my money, Cronenberg’s scuffed aesthetic has dated at least a little better than the gleaming postmodernism of Neo and Trinity et al.)...
March 26, 2020
Equities
Markets Now - Friday 24th April 2020
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
April 24, 2020
Equities
Markets Now - Friday 17th April 2020
...For the sake of reference, a retrospective cohort of 173 severepatients from China (with 38% mechanically ventilated; Guan et al....
April 17, 2020
Menswear
The rise of kimonomania
...Along with the powerhouses of LVMH, Kering et al, niche indie designers are also carving out an aesthetic mixing west and east in a way that is both credible and commercially viable....
March 15, 2019
HTSI
Pierpaolo Piccioli – why Valentino is stealing all the headlines
...You can’t target them; that’s a marketing operation and I don’t do marketing, I do fashion. I want to deliver values through clothes....
March 15, 2019
European equities
Stocks to watch: Just Eat, Burberry, Smiths, South32, BHP, Enel
...Just Eat, Domino’s, Deliveroo, UberEats, Amazon et al, have grown very rapidly but it is too early to call them winners, indeed we believe that the battle has only just begun.”...
September 21, 2018
European equities
Stocks to watch: CRH, Card Factory, General Motors, Crispr
...“Uncertainty around Homebase, Poundworld et al presents opportunity for B&M from both a property and a capacity withdrawal perspective....
May 31, 2018
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberSingapore
beyondbricsEmerging market investing
Investing in Russia: the good, the bad and the ESG
...I guess it will need an increased ESG focus on Russia and sanctions, or a more active move by the US Treasury et al to question Russian index inclusion and bring a more fundamental re-assessment of Russian...
May 24, 2018
Television
Iflix entrepreneur targets Asia with Netflix-style service
...Reed Hastings never had to work out a way of collecting money without credit cards, or to fret about data servers — actual physical boxes holding 170 terabytes of House of Cards et al — being stranded at...
August 22, 2017
Due Diligence
Davos in the desert: Dispatch from Riyadh Premium content
...Both Al-Rumayyan and the Aramco CEO Amin Nasser have emphasised that IPO preparations are on track, and 2018 is still the target for a domestic and international listing....
October 25, 2017
Best of the FT in 2017
Corporate Year in Review 2017
...The biggest activist fight — Nelson Peltz v Procter & Gamble — was only recently settled, two months after a shareholder vote....
December 22, 2017
Person in the NewsGender politics
Gal Gadot, the wonder woman wowing the box office
...(Ms Gadot first appeared in the Wonder Woman role last year as part of the ensemble cast of Batman v Superman: Dawn of Justice)....
June 23, 2017
Life & Arts
Is it curtains for the big screen?
...“That’s the people we are trying to target.”...
May 23, 2016
FT AlphavilleSujeet Indap
Beta max
...For a company like Rural that is traded on a major exchange, ―[t]urnover measured by average weekly trading of . . . 1% would justify a substantial presumption‖ of market efficiency. 5 Bromberg et al., Bromberg...
June 19, 2015
FT AlphavilleIzabella Kaminska
Rogoff on negative rates, paper currency and Bitcoin
...Blanchard et al. point out that if central banks permanently raised their target inflation rates from 2% to 4%, it would leave them scope to make deeper cuts to real interest rates in severe downturns....
May 20, 2014
FT Magazine
Royal Mail: the inside story
...Greene herself steers clear of criticising Amazon but she angrily sums up the challenge from Whistl et al like this: “This is not the kind of competition that drives efficiency....
October 17, 2014
FT AlphavilleCentral banks
The 6am Cut London
...(Bloomberg) - How Goldman (et al)’s aluminium warehousing cost American consumers $5bn in three years. (New York Times) - The commodities supercycle is still ending....
July 22, 2013

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