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Unhedged
The Fed calls the top Premium content
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
December 14, 2023
Unhedged
Banks and the soft landing Premium content
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
November 16, 2023
FT Live
Infrastructure Investment in Latin America and the Caribbean
Identifying opportunities for investors and asset managers
Wednesday, 12 June237 Park Avenue, New York, NY, USA
Unhedged
US growth is good, but less good Premium content
...strikes, car and credit card loan delinquencies, et al)....
October 4, 2023
UnhedgedRobert Armstrong
First Republic’s dilemma Premium content
...Shares in other banks considered to have some degree of asset-liability mismatch (Western Alliance, Zions et al) only saw their shares wobble a little bit yesterday....
April 26, 2023
UnhedgedRobert Armstrong
The market is up — narrowly Premium content
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
April 19, 2023
UnhedgedUS economy
US consumers are still riding high Premium content
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
February 1, 2023
FT Live
Investing in Piauí – Brazil
Exploring business opportunities and delivering sustainable growth
Friday, 17 May22 Vanderbilt, Madison Avenue, New York, NY, USA
FT Swamp Notes
The knowledge gap Premium content
...Now see the many state attorneys-general (acolytes, no doubt of Alito et. al.) who want to sanction corporations that adopt ESG....
November 28, 2022
UnhedgedRobert Armstrong
Recession, inflation or both? Premium content
...A true crisis could develop if Binance et al have significant hidden exposure to declining prices, perhaps through DeFi investments....
June 14, 2022
News in-depthInvestments
How retail investors can navigate the rough terrain of US equities
...Small caps tend to be more volatile than blue-chip stocks both on the way up and down — and could be big medium-term winners if Kolanovic et al are right....
July 8, 2022
Letter
Letter: The techno-utopian myth needs a reality check
...Robert Armstrong’s Unhedged essay “The rich get richer, and rates get lower” (FT.com, August 31) explains well a recent study by Atif Mian et al that details the powerful feedback loop between low-interest...
September 2, 2021
Business school
Business School Briefing: Financial literacy campaign and the next FT ranking
...In two contrasting takes on the power of Amazon, Facebook, Google et al, politicians and legislators are also found sorely wanting....
September 6, 2021
Letter
Letter: Global investment in nuclear is in stark decline
...We write in response to James E Hansen et al’s letter (“EU must include nuclear power in its list of sustainable sources”, December 17), which mistakenly advocates nuclear energy to address climate change...
December 20, 2019
ReviewNon-Fiction
Dynamism, by Edmund Phelps
...The reviewer is the FT’s European economics commentator Dynamism: The Values That Drive Innovation, Job Satisfaction, and Economic Growth, by Edmund Phelps et al, Harvard, $35/£28.95/€31.50, 256 pages...
August 31, 2020
Robert Shrimsley
Dominic Cummings’ reinvention of UK government is about more than new names
...robert.shrimsley@ft.com Follow Robert Shrimsley with myFT and on Twitter Letter in response to this column: A global Britain needs an independent DfID / From Paul Murphy et al...
December 16, 2019
FT GlobetrotterPower Dining
New York’s best restaurants for power dining
...Certainly, the food remains classic and lush (guinea hen with truffles and Madeira et al), and the prices remain high to the point of becoming a sort of performance art....
December 5, 2019
FT Live
FT Women in Business Summit
Power and parity: Rewriting the rules for the future
Tuesday, 11 JuneLondon Marriott Hotel Grosvenor Square, Grosvenor Square, London, UK
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
Equities
Markets Now - Friday 17th April 2020
...For the sake of reference, a retrospective cohort of 173 severepatients from China (with 38% mechanically ventilated; Guan et al....
April 17, 2020
Cordelia Jenkins
Opinion today: How corruption went global
...We followed along with FDR, Eisenhower, JFK, Reagan, Clinton and Bush et. al in their postwar course because we wanted to or had to: there was no alternative worthy of considering or competition....
June 19, 2018
FTfmJohn Dizard
London may be key to ‘hot’ euro-yuan rival to the US dollar
...This was disproved by the trial of US v Zarrab et al, in which a Turkish banker and a gold trader were convicted of laundering Iranian oil and gas revenues....
January 7, 2018
Life & Arts
Boom and Basquiat: how fashion is turning paintings into products
...He went from a world of nightclubs and scrawling his ‘SAMO’ slogans on city walls, to being the exotic dreadlocked darling for Warhol et al....
September 15, 2017
FT Magazine
John Kasmin: the rogue and his gallery
...More successful was Hockney’s first one-man show in December 1963, Hockney being the only figurative artist in Kasmin’s stable; all the British artists he showed — Ayres, Bernard Cohen, Caro, Denny et al...
November 11, 2016
FT AlphavilleIzabella Kaminska
Why fintech is a marketing story
...— Recent research by Gorton et . al about the form and role of banks as maturity transformers and creators of “private money” is very relevant to this discussion....
October 5, 2015
FT AlphavilleDavid Keohane
Wait, China’s employment counting problem … solved?
...We suppose the real point is that if Parker et al can construct a reasonably robust metric (mileage may vary, it is de facto limited, and we’re open to being told this is the wrong stuff to measure) than...
November 24, 2015
Westminster blogJim Pickard
Douglas Alexander in the words of his colleagues
...One friend, talking about McBride et al blaming him for election-that-never-was....
March 5, 2015
Gavyn Davies
The Great Moderation, Version 2.0
...Statistical studies (see for example Gadea et al) confirm that there has been no significant break in the behaviour of volatility in the five year period since 2008, compared to that experienced during GM...
April 13, 2014

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