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News in-depthPfizer Inc
Covid vaccine winners suffer reversal of fortune
...Factors that need to be considered include the number of people suffering from vaccine fatigue and demand for Paxlovid beyond that of the US government when the drugmaker starts selling it commercially in...
October 3, 2023
Banks
Mike Mayo ❤️ Citi
...But, of course, there’s a reason why it’s widely called Shitibank; the sprawling, gormless Citi has for a v v v very long time proven adept at blithely ambling onto various rakes around the world....
January 2, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
News in-depthNews in-depth15 min
Building blocks: Lego's next move | FT Film
...Lego has always been a nullifying factor in the second-hand community. They don't like us. They don't want us there....
March 21, 2024
FT Magazine
The delivery rider who took on his faceless boss
...Over the next couple of weeks, Samii sent Uber more than a dozen messages....
March 15, 2024
Unhedged
What’s wrong with Apple? Premium content
...For a stock that is expected to increase earnings below the S&P 500’s average pace this year and next, that’s still a lot....
April 2, 2024
Unhedged
Where Tesla departs from the Mag 7 Premium content
...Likewise, S&P Global Mobility surveys suggest stable EV loyalty, measured as the share of EV owners whose next car was an EV, especially for Teslas....
April 3, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Energy Source
Oil and gas executives expect slower transition to net zero Premium content
...US President Joe Biden’s landmark climate law, the Inflation Reduction Act, which included lucrative tax credits for clean energy, is a big draw factor, as well as the availability of cheap natural gas,...
March 14, 2024
HM Revenue & Customs
Walkers’ Sensations Poppadoms vs HMRC: Crunch time
...are not crisps or similar products even if there were factors under closer examination that might indicate similarity....
January 19, 2024
UnhedgedRobert Armstrong
Is the rally over? Premium content
...Growth, the dominant factor in markets in recent years, looks expensive....
January 22, 2024
Hertz Global Holdings Inc
How Hertz’s bets on Tesla and a Goldman veteran veered off course
...Scherr and the board had discussions then about what management skills were needed for the next phase at the company....
March 20, 2024
FT Asset Management
Asset Management: Berkshire’s days of ‘eye-popping’ gains are over
...And finally Five buzzing urban addresses for your next weekend escape, courtesy of HTSI....
February 26, 2024
Due Diligence
Man or Machine: Wall Street banks prefer scale Premium content
...There were two key factors, DD’s George Hammond and Ivan Levingston found. The first was specific to Klarna, which was redomiciling to the UK ahead of a potential public listing....
February 27, 2024
Scoreboard
Mark Cuban’s Mavericks bet Premium content
...The annual revenue generated by women’s professional sport will surpass $1bn for the first time next year, according to a new report from Deloitte....
December 2, 2023
Special ReportNext Tech Growth Markets
Virtual and augmented reality accelerates from gaming to cars
...Due for release early next year and expected to be priced at $3,499, Apple’s headset offers both VR and AR to create “spatial experiences”....
November 7, 2023
Berkshire Hathaway Inc
Buffett sounds wildfire alarm as utilities industry enters new era
...The company faces a potential $8bn in damages after being accused of contributing to a deadly 2020 deadly blaze by failing to shut off power lines, among other factors....
March 1, 2024
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
Unhedged
Bank stocks’ problem isn’t just rates Premium content
...Another, more intriguing factor: the chief executive of Walmart said that new injectable diet drugs were having a small but noticeable negative impact on grocery purchases....
October 6, 2023
Driverless vehicles
China challenges the west for driverless car supremacy
...Baidu is also seeking regulatory approval to introduce its next robotaxi iteration with no steering wheel, paving the way for a total interior redesign....
January 31, 2024
LexTyson Foods Inc
US meat producers: record beef prices stick a fork in profits Premium content
...These factors prompted ranchers to send animals to slaughter instead of keeping them for breeding. The US cattle herd is the smallest since 1962....
November 13, 2023
FT Asset Management
Asset Management: BlackRock and the Republicans
...The men sought to portray her as a pawn of secret financial interests, tying her to their critique of investing based on environmental, social and governance factors....
December 11, 2023
News in-depthParamount Pictures Corp
Redstone and Ellison plot complex finale to Paramount family drama
...Others, however, point to pressures on NAI as a factor behind her exploration of a sale. The company is being looked at by other potential bidders....
February 2, 2024
Britain after Brexit
Brexit brings with it a new kind of uncertainty Premium content
...Or given the current polls and the advancing political timeframe of the next election, will a Labour government respond differently to such pressure than a Conservative one?...
November 23, 2023
US interest rates
BlackRock says investors set to face 5.5% long-term borrowing costs
...Following months of strong US economic data, much weaker than expected manufacturing figures this week were another factor that pushed Treasury yields lower....
November 3, 2023
Electric vehicles
‘The early adopters have adopted’: US carmakers slow their EV growth plans
...Pricing is a key factor....
October 28, 2023
Unhedged
The stock market turns cautious Premium content
...Most factor dynamics have not shifted massively since the peak: growth has outperformed value and big caps have outperformed small caps, but not in big, trend-breaking ways....
October 3, 2023
News in-depthIPOs
VCs tell start-ups to delay IPO plans after Arm and Instacart underwhelm
...With public listings remaining risky, the start-ups most likely to IPO next were “the ones forced to by factors beyond the traditional goals of raising growth capital or providing liquidity”, said Jason...
October 1, 2023

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