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News in-depthShipping
Surge in maritime violence boosts demand for private security forces
...“We only provide that service to a very select clientele now,” Johnson said of the armed guards....
April 21, 2024
Special ReportFTfm: Exchange Traded Funds
China steps in to stem outflow from domestically focused ETFs
...“Beijing has offered up a ‘Beijing put’ to [mainland] A-share investors,” argues Jason Hsu, chief investment officer of Rayliant, an emerging market-focused asset manager....
March 25, 2024
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
Banks
Transcript: Will commercial real estate hurt regional banks?
...That will hopefully result in not having the kind of cataclysmic, the one big cataclysmic event. Robert ArmstrongThat’s your takeaway, folks. Commercial real estate is Donkey Kong....
February 1, 2024
Unhedged
Inflation narrative whiplash Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
April 17, 2024
News updates from March 20: Fed signals 75 bps of 2024 cuts; Reddit prices shares at top end of IPO range
Billionaire John Paulson to hold megadonor fundraiser for Donald Trump
...Joining Paulson to chair the event will be Robert Bigelow, the real estate investor who was the biggest donor to Florida governor Ron DeSantis’s presidential campaign, and shale baron Harold Hamm....
March 19, 2024
Unhedged
Shopping for commercial real estate Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Where to find deals in US CRE As the great commercial real estate valuation reset rolls on, the ominous headlines keep coming....
January 18, 2024
FT Live
Future of the Car
The technology and new business models shaping the next decade in automotive
Tuesday, 7 MaySancroft, Paternoster Square, London EC4M 7DQ, UK
Donald Trump
Billionaire John Paulson to hold megadonor fundraiser for Trump
...Joining Paulson to chair the event will be Robert Bigelow, the real estate investor who was the biggest donor to Florida governor Ron DeSantis’s terminated presidential campaign, and shale oil baron Harold...
March 19, 2024
News updates from March 19: Bank of Japan ends negative rate era; Microsoft hires DeepMind co-founder
Billionaire John Paulson to hold megadonor fundraiser for Donald Trump
...Joining Paulson to chair the event will be Robert Bigelow, the real estate investor who was the biggest donor to Florida Governor Ron DeSantis’s terminated presidential campaign, and shale baron Harold Hamm...
March 19, 2024
Six films to watch this week
Back to Black — no no no to this syrupy Amy Winehouse biopic
...Your heart may sink a little at the thought of Back to Black, the new biography of the late singer Amy Winehouse from director Sam Taylor-Johnson. It will sink more watching it....
April 11, 2024
Angela Rayner
Police launch probe into claims Angela Rayner broke electoral law
...Rayner’s critics noted her tweet from 2022 about former premier Boris Johnson in relation to the “Partygate” scandal: “Boris Johnson’s Downing Street is under police investigation, how on earth can he think...
April 12, 2024
Unhedged
A better bull market? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. 2024 vs 2021 There is not, so far as we know, an agreed-upon marker for the birth of a bull market....
March 7, 2024
Robert Shrimsley
Big-government Tories have left Labour an open goal
...What the shadow chancellor hailed as a “new model of economic management” is uncannily close to Johnson’s, albeit pursued with more conviction....
March 20, 2024
UnhedgedRobert Armstrong
Art as investment and investment as art Premium content
...As we argued back in October, markets don’t understand war any better than the rest of us. Is this time different? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 15, 2024
Unhedged
The US economy is normal again Premium content
...Looking at the first chart, you will notice that of the four worst-performing sectors, two are rate-sensitive (utilities and real estate)....
April 4, 2024
Robert Shrimsley
The price of not policing the Tories’ paranoid frontier
...Often the greatest threats to the body politic come from within. robert.shrimsley@ft.com...
February 28, 2024
FT Live
Business Book of the Year Award 2024
The search for the best business book is under way
Monday, 9 December1 Grosvenor Pl, London SW1X 7HJ, UK
FT MagazineRobert Shrimsley
The battle for the best dishwasher policy
...It was also a metaphor for Sunak’s time as Boris Johnson’s chancellor. The PM just chucked stuff at the dishwasher; he tried to make sense of the arrangement....
March 15, 2024
Transcript
Transcript: The great stink of England’s sewage crisis
...people trying to bring down Boris Johnson....
April 12, 2024
InterviewLunch with the FT
‘I’m not Jason Bourne!’ Sean Turnell, the economist jailed by the Myanmar junta
...He recalls being shoved around the prison while in leg chains by a guard and yelling, “I’m not Jason Bourne!”...
December 8, 2023
Robert Shrimsley
The Conservatives have been unwitting handmaidens to statism
...The coalition of Brexit Tories assembled by Boris Johnson was not built on the promises of a smaller state, for all the free-market dreams of a Singapore-on-Thames....
February 14, 2024
Unhedged
Fear of inflation returns Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
April 10, 2024
Unhedged
The CRE blues go global Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 8, 2024
Unhedged
Five ways US growth accelerates
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
March 26, 2024
Letter
Letter: Smell of marijuana is not always the aroma of freedom
...It might be the scent of dependence and despair — a price still to be paid for drug liberalisation. Jason DunneEastbourne, East Sussex, UK...
December 8, 2023
Unhedged
Fixing Boeing Premium content
...Jason Gursky, who covers Boeing for Citigroup, walked me through the maths in a somewhat more disciplined way....
January 31, 2024
Transcript
Transcript: Britain’s China conundrum
...They point out that this is the round that was last contested in 2021, when Boris Johnson enjoyed a real vaccine bounce in the middle of the pandemic....
March 28, 2024

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