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April 2, 2024

Isabel Schnabel: ‘The last mile of disinflation may be the most difficult one’

...MA: So what do you think has happened to R-star? IS: There is a lot of research about the earlier long-run decline in R-star. The global savings glut is often mentioned as one important factor....

February 7, 2024

FT Live

The Global Boardroom: 8th Edition

FT journalists in conversation with leaders in business and government

PwC

Liquidators for China’s Evergrande prepare to sue PwC over audits

...It resigned as auditor of Sunac, Shimao and R&F in 2022. The Evergrande audits were carried out by PwC’s Hong Kong business, filings show....

February 17, 2024

Chris Giles on Central Banks

Where is the Fed’s interest rate heading? Premium

...The broad reasoning behind the difference of view is that methods of estimating R-star which show little change amplify the importance of long run slow-moving concepts such as the potential growth rate or...

April 23, 2024

News updates from April 2: Biden speaks with Xi, Fed’s Mester raises long-term rate outlook

Fed’s Mester raises long-term interest rate outlook on strong US economy

...The equilibrium interest rate, or R-star, is the rate at which borrowing costs can be considered neutral, neither inflating or deflating demand in the economy. Read more here...

April 2, 2024

Chinese espionage

Germany accuses couple of spying for China

...Together with Thomas R, they set up research projects between the company, German universities and sham Chinese business partners....

April 22, 2024

FT Live

Future of Asset Management Europe

New fund firm models for Europe's resurgence

Sovereign bonds

Longevity killed the R-star

...Over the long run, when capital can move freely across countries, there exists a single interest rate that clears the global capital market....

November 30, 2023

InterviewSouth Korea Economy

China now a rival rather than boon for South Korean exporters, warns minister

...“Although our R&D budget fell this year, we will provide utmost support for R&D spending next year, reflecting the reform results.”...

April 8, 2024

Letter

Letter: Economists search for R-star to guide them

...R-star not only moves around but is also path-dependent, because debt and asset portfolios are path-dependent....

November 15, 2023

Letter

Letter: EU competitiveness needs single market to live up to its name

...Knocking down long-standing barriers to cross-border trade, making it easier to capture the opportunity of global economic growth through trade deals, better leveraging our capabilities in R&D and ensuring...

April 26, 2024

ExplainerCentral banks

How low will rates go? The hunt for the elusive ‘neutral’ level

...Some economists see signs that the R-star has risen....

February 12, 2024

News in-depthSanofi SA

Sanofi chief says he could have done a better job outlining R&D plan

...chair and former Société Générale chief executive Frédéric Oudéa, said it was “fair” that investors “want their cake and would like to eat it” — meaning both short-term returns and investment to ensure long-term...

December 7, 2023

Federal Reserve

Fed’s Loretta Mester raises long-term rate outlook on strong US economy

...The equilibrium interest rate, or R-star, is the rate at which the Fed can consider borrowing costs to be neutral, neither inflating nor deflating demand in the economy....

April 2, 2024

Brazilian economy

Blackouts spark fears of grid ‘collapse’ in Brazil’s biggest city

...But he added that “Enel has almost doubled investments . . . to about R$1.5bn [$300mn] a year, compared with R$800mn invested by the previous concession holder....

April 7, 2024

US interest rates

R* Wars — A New Hope?

...The long-end sell-off does seem to reflect some growing belief in a structural shift in the US economy that is raising r*, or the “neutral” rate of interest at which inflation and growth will be steady....

October 6, 2023

FT Live

Global Banking Summit

The world's top gathering of leaders in finance

News in-depthUK Budget 2024

SMEs eye Budget boost as they battle rising costs and labour shortages

...“We employ a consultancy to do our R&D claims for us because we haven’t got the time to fight the claims,” he said....

March 5, 2024

Unhedged

Regime change is here

...Long-run measures of economy-wide R&D have surged: Both parties now embrace a larger role for government....

April 19, 2024

Global trade

Poorly targeted dash to subsidise key industries will backfire, warns IMF

...If designed right, innovation policies can therefore pay for themselves in the long term, the IMF added....

April 10, 2024

FT Alphaville

R-star rises again

...Ultimately, r-star is what the Fed says it is. Further reading— R Star Star Wars: The Phantom Menace...

May 25, 2023

Meta Platforms

How Meta got over Silicon Valley’s disdain for dividends

...Apple and Microsoft have long paid out dividends but Alphabet and Amazon have so far resisted investors’ calls....

February 2, 2024

LexAstraZeneca PLC

A decade after Pfizer, AstraZeneca needs to find its growth again

...In February, the UK pharmaceuticals company hit a long-term sales target that once seemed out of reach....

April 1, 2024

The Big Read

Brazilian football: the next frontier in global sport?

...For the long-suffering fans of Botafogo, it seemed that glory was finally in sight....

February 12, 2024

Oliver Ralph

Let’s hear it for the FTSE 100’s magnificently unglamorous seven

...On a long-term view, some of the FTSE 100’s less glamorous members, companies such as Compass, Intertek, Relx, Experian and Diploma as well as Bunzl and Howdens, have performed far better than the household...

April 15, 2024

Paramount Global

Super Bowl most watched US broadcast since Apollo moon landing

...Apart from the NFL, the wider US television business is in long-term decline....

February 13, 2024

Unhedged

Olivier Blanchard on debt explosions Premium

...The most important fiscal relationship, the gap between real rates and long-term growth (“r minus g”), has gone from negative to near-zero....

November 17, 2023

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