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Taylor Swift and the fallacy plaguing modern economics

BUSINESS

Taylor Swift and the fallacy plaguing modern economics

Why what we consider to be economic activity matters

Funding surge for blank cheque companies points to Spac bounceback

BUSINESS

Funding surge for blank cheque companies points to Spac bounceback

An investing class left for dead after early excesses and poor performance shows signs of life

Inflation, stock prices, and french fries

BUSINESS

Inflation, stock prices, and french fries

A pandemic story

After Joe Biden, is there still a Trump trade?

WORLD

After Joe Biden, is there still a Trump trade?

The bond yield curve would be worth watching in the coming months

Digital paralysis shows the dangers of e-globalisation

BUSINESS

Digital paralysis shows the dangers of e-globalisation

Rather than anything more malicious, the trigger for the cyber failure seems to have been a prosaic software update

Venture capital has an exit problem

BUSINESS

Venture capital has an exit problem

A big overhang of ageing — and unsold — private tech companies has developed

Big tech shares lose lustre as US market rocked by violent rotation

BUSINESS

Big tech shares lose lustre as US market rocked by violent rotation

Small-cap stocks surge in expectation they will benefit disproportionately from a Fed interest rate cut

Investors grapple with the Trump trade

BUSINESS

Investors grapple with the Trump trade

A second term for the former president would probably reverberate more in markets outside the US

Investors should focus less on rates, more on the money flows

BUSINESS

Investors should focus less on rates, more on the money flows

Performance and flows in credit, emerging markets and bitcoin also have all softened since April — in line with reserves

Can Xi Jinping keep a lid on China’s mounting social strains?

BUSINESS

Can Xi Jinping keep a lid on China’s mounting social strains?

The authorities are increasingly concerned about rises in unemployment, mental illness and crime linked to the economic slowdown

Economists are paying more attention to our inflation fears

BUSINESS

Economists are paying more attention to our inflation fears

The views of ordinary people shouldn’t be dismissed

NATO’s difficult 75th birthday

WORLD

NATO’s difficult 75th birthday

Attempts to ‘Trump-proof’ the North Atlantic alliance seem set to fall short

Martin Wolf: Why India will become a superpower

BUSINESS

Martin Wolf: Why India will become a superpower

The nation can play a big part in shaping the world’s future but its internal challenges are formidable

Why Trump 2.0 might be good for investors

BUSINESS

Why Trump 2.0 might be good for investors

Repeat of positive market outcome from former president’s first term is certainly possible

Asia’s EV wars will power down Panasonic

TECHNOLOGY

Asia’s EV wars will power down Panasonic

Japanese group is up against unprecedented competition from Chinese battery manufacturers

Mohamed El-Erian: What the Federal Reserve should put on the Jackson Hole agenda

BUSINESS

Mohamed El-Erian: What the Federal Reserve should put on the Jackson Hole agenda

Central bank should use the summer to address issues key to America’s economic wellbeing and global financial stability

AI has all the answers. Even the wrong ones

BUSINESS

AI has all the answers. Even the wrong ones

ChatGPT has the appearance of a brilliant logician and that’s a problem

How the investment world is trying to navigate geopolitics

BUSINESS

How the investment world is trying to navigate geopolitics

An industry that has been hoovering up mathematicians to devise new trading strategies is now leaning on political scientists for guidance

Amazon should not join Shein's and Temu’s race to the bottom

BUSINESS

Amazon should not join Shein's and Temu’s race to the bottom

With the US group facing antitrust lawsuits on both sides of the Atlantic, better to let challengers flame out in a bid for market share

Climate change is pushing up food prices — and worrying central banks

BUSINESS

Climate change is pushing up food prices — and worrying central banks

Shifting weather patterns are reducing crop yields and squeezing supplies, creating what could become a permanent source of inflation

Forget radical honesty — Big Tech revisits its corporate culture

BUSINESS

Forget radical honesty — Big Tech revisits its corporate culture

As the sector ages, markers of traditional hierarchy are creeping in

Foreign investors left stranded in Evergrande’s web of Chinese debt

BUSINESS

Foreign investors left stranded in Evergrande’s web of Chinese debt

Overseas bondholders have discovered to their cost that they have little recourse in the Chinese system when boom turns to bust

Last remaining Wall Street bears struggle to convince optimistic clients

BUSINESS

Last remaining Wall Street bears struggle to convince optimistic clients

The few analysts still warning about US market downturn say investors have embraced ‘fanatical thinking’

The economic consequences of Mr Trump

BUSINESS

The economic consequences of Mr Trump

Biden has not targeted the former president’s trade policy but it would be disastrous for the US

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