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Letter
Letter: Foreign policy is constant, America’s parties waver
...When Democrats were in the White House — starting with Franklin D Roosevelt and then under John F Kennedy, Lyndon B Johnson, Bill Clinton, and even Barack Obama — they favoured internationalist policies,...
January 25, 2024
UnhedgedRobert Armstrong
Where increasing returns come from Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Increasing returns I used to think competition was a stronger economic force than it really is....
February 5, 2024
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
Transcript
Transcript: The dilemma of the supercompany
...Robert ArmstrongOr used to be you’d think size will attract competition. But now size, like, destroys competition in many cases....
February 15, 2024
Unhedged
It’s a good time to be Rick Rieder Premium content
...But from a risk-return point of view, is credit risk attractive right now? Rieder: I’d say it’s a B-. But it’s not a C. Why are you getting these sorts of yields in credit today?...
December 1, 2023
UnhedgedRobert Armstrong
The case for optimism Premium content
...If your confidence is at a maximum, lay an opinion on us: robert.armstrong@ft.com and ethan.wu@ft.com. Can the good times last?...
November 6, 2023
Transcript
Transcript: Down the liquidity hole
...I’d like it to just break. Robert ArmstrongNever good, stuck in the middle. Yeah, that is a powerful metaphor for life, Ethan. Ethan Wu(Laughter) If you’re gonna break, break all the way....
November 30, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Banks
Mike Mayo ❤️ Citi
...(b) Returns implied by the stock market equal only est. half of Citi’s target. For those looking for a “margin of safety” for an investment—we believe Citi looks like a stock to own....
January 2, 2024
House & Home
What does ‘local’ actually mean?
...Matt Roberts has been at Bishopston Hardware on Gloucester Road for 21 years. He reckons that more than 80 per cent of his goods are cheaper than the B&Q chain store....
March 30, 2024
Transcript
Transcript: Global threats — contrasting views in Europe, Asia and the Pacific
...More interoperability between the Australian and Indian militaries, more communication between our foreign services and our intelligence services....
February 29, 2024
Politics23 min
Sketchy Politics: Sunak sets out his stall for the election
...But, A, it's not clear they want to. B, wages are better working at a shop or a call centre. And, C, it takes ages to do....
November 29, 2023
Politics39 min
Sketchy Politics: Are all the pieces in place for Starmer?
...And what the Uxbridge by-election, which actually was a Labour near-miss in a seat they'd almost never won....
September 12, 2023
UnhedgedRobert Armstrong
The SEC is wrong about crypto exchanges Premium content
...of profits (d) based on the efforts of others....
June 7, 2023
UnhedgedRobert Armstrong
Why markets have ignored Russia Premium content
...By contrast, services PMIs jumped from 50 in November to 54 in June....
June 27, 2023
Travel
From an Egyptian oasis to a yurt in Tromsø: travel writers’ discoveries of 2023
...I’m still ambivalent about turning 40, but I’d do it all over again for a two-star dinner in Ilimanaq....
December 9, 2023
The Big Read
Will US voters believe they are better off with Biden?
...“The economy sucks right now,” said Avonti Fonville, a Ford worker in Wayne, Michigan, from the picket line before his union, the United Auto Workers, struck a deal with the automaker last month....
November 7, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
The Weekend Essay
How will TV’s streaming wars end?
...Out of desperation, they turned to young talent inspired by European cinema and weird B-movies — including Robert Evans, Martin Scorsese, Francis Ford Coppola and the rest of the American New Wave....
October 7, 2023
UnhedgedMarkets
Against bank stocks Premium content
...Or a better way to look at the performance data? We’d be keen to hear from readers on this — bankers in particular....
March 21, 2023
Working It
How teams can work magic 🧖‍♀️
...Duncan, a former accountant and finance director turned executive coach, has been researching why financial services teams are especially dysfunctional....
September 20, 2023
Transcript
Rishi Sunak’s dash for oil and gas
...So they don’t have any manoeuvre room to spend more, either on easing the cost of living or on public services. Robert ShrimsleyYou’re completely right....
August 3, 2023
FT Magazine
At the movies: a photography special
...Which photograph do you wish you’d taken?That photo from New Year’s Eve on a street in Manchester that looks like a renaissance painting. Is self-invention a bad thing?Bad self-invention is bad....
August 19, 2023
Transcript
Transcript: Rebellions, reshuffles and Cameron’s return
...Lucy FisherAnd Rishi Sunak now says he’s got a plan B, a new treaty with Rwanda. How will that work exactly?...
November 17, 2023
Inside Politics
Metropolitan Police: it’s now or never
...I’d be known as a complainer, weary, a troublemaker . . . when all I wanted was to be able to come to work and enjoy it, like everyone else seemed to.”...
March 21, 2023
Transcript
Keir Starmer’s small boats gamble
...He was making a criticism of the immobility of the civil service....
September 15, 2023
Unhedged
Don’t regulate crypto as finance Premium content
...Email me: robert.armstrong@ft.com....
November 22, 2022
Unhedged
Is Goldman cheap? Premium content
...In particular, I suggest you have a look at Stephen Bush’s Inside Politics newsletter (one-click sign up here). Email me: robert.armstrong@ft.com....
October 21, 2022

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