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Equities
Word up!
...Bored of words, Ma et al. then tried numbers — roughly recreating the ratio of earnings revisions deployed above, but utilising forecasts of “earnings and other metrics” instead of just rating labels: We...
April 18, 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
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Britain after Brexit
The uncomfortable truth on EU trade for Labour Premium content
...As Wachowiak et al correctly note, the recent pressures militating in favour of greater cooperation (Ukraine, a second Trump presidency, fiscal constraints), “have not, to date, proven sufficient to overcome...
March 28, 2024
Robert Armstrong
2023, the year of the incompetent fraud
...Wherever possible lies should be told about classes of people (Republicans, elites, big business, the media, et al) not specific individuals....
December 22, 2023
Inside Politics
A week of Conservative miscalculations
...Another, similar question: What does this mean for Robert Jenrick, Suella Braverman, et al? Handily this has the same answer: it’s not good either!...
January 18, 2024
Letter
Letter: Kyiv’s Russian speakers are no less patriotic
...But this is not an ethnic conflict (a lie touted more successfully by Slobodan Milošević, Franjo Tuđman et al in the 1990s), but purely and simply what it says on the tin — an invasion....
July 12, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
HTSIHTSI autumn property special
The 15 dreamiest homes on earth
...HMZ House by Lucio Muniain et al; lmetal.com.mx...
October 30, 2023
Trade Secrets
EU fails big test on geopolitics of trade Premium content
...But it takes short-sighted self-interest to a whole new level for Poland et al to threaten to smash apart the mechanisms of the single market and the EU’s common trade policy because of the short-term impact...
September 25, 2023
Global Economy
Time for some Agency in central bank modelling
...al. find that when people trust an “active” central bank, reining in inflation is the outcome of trust, not interest rates....
July 11, 2023
Eurozone economy
Ignore the angry bleating of aggrieved creditors
...CC Pakistan et al....
August 21, 2023
FT MagazineDan Keeling
What to drink at a dinner party
...al....
August 5, 2023
Due Diligence
The struggle to get Eurostar back on track Premium content
...Saudi Arabia is far from hanging up its jersey Yasir al-Rumayyan has had a busy few seasons....
July 6, 2023
Moral Money
Human rights rules could give bankers a run for their money Premium content
...And for all the flaws of the current approach to equity and inclusion, Edmans et al say it does seem to be bearing some fruit: the average DEI score from their calculations has risen from 4.1 out of 5 in...
April 26, 2023
FT MagazineSimon Kuper
Why the higher paid should work longer than the rest
...In an analysis of results from the European Working Conditions Surveys for 15 countries, Mariann Rigó of Düsseldorf University et al found “that work stress generally increased from 1995 to 2015, and that...
March 16, 2023
Disrupted Times
Rapid growth of AI spurs calls for greater regulation
...Today’s top stories The US Federal Reserve announces its decision on interest rates at 2pm ET/7pm London time today. Check back here for details and reaction....
May 3, 2023
FT Live
Evolving retirement strategies in an ever-changing world
What new regulatory developments mean for IFAs
Tuesday, 30 April1 Friday Street, London
FT MagazineSimon Kuper
Why Twitter still rules (seriously)
...I’m very 2015 in my faith in experts, and I want climate scientists, trade specialists et al to explain the world to me....
October 20, 2022
LexJonathan Guthrie
The Lex Newsletter: banks are hard to destroy even if you work at it Premium content
...The second is an article on Anglo-Greek wrangling over the return of Parthenon Marbles hoarded by the British Museum, written by George Parker et al....
February 10, 2023
Unhedged
Don’t regulate crypto as finance Premium content
...Luckily, efforts to ram crypto’s square peg into the round hole of the Securities Act of 1933 (et al) have proceeded slowly to date. But there is danger this mistaken project will accelerate now....
November 22, 2022
Investing in funds
Bill Gross: Bond-fund taxonomist
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
October 19, 2022
UnhedgedRobert Armstrong
The SEC should not touch crypto Premium content
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
December 9, 2022
FT MagazineWorld Cup 2022 special
Why middle-aged Messi and Modrić are still the world’s best
...But there’s something else he said that day that probably does more to explain the endurance of Benzema et al today....
November 9, 2022
FT Swamp Notes
Boris Johnson and the high cost of British frivolity Premium content
...Et tu Brutus? Or in Boris Johnson’s case, Et pretty much everyone — Rishi, Sajid, even Priti for goodness sake (non-aficionados of UK politics should Google them)....
July 8, 2022
Central banks
Are quantitative tightening fears overblown?
...Does that mean already anxious investors have little to fear as the Fed et al embark on QT?...
June 14, 2022
Letter
Letter: Reform is needed to tighten SEC rules on insider share trading
...Your article “Lax rules allow corporate fat cats to dump stock” (Opinion, December 23) referred to a study by David Larcker et al explaining how the US Securities and Exchange Commission created a special...
January 6, 2022
Derivative exchanges
Did a major financial institution kinda maybe slightly default in March 2020?
...There is for sure a debate to be had about when the Federal Reserve et al should have pivoted their stance more forcefully to tackle inflationary pressures, and what they should and shouldn’t do now....
May 27, 2022

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