BUSINESS
Mohamed El-Erian writes: Next year’s unpleasant choices confronting the Fed
The Fed is still playing catch-up to tame rising prices after its protracted gross mischaracterisation last year of inflation as “transitory” and its initially timid steps to withdraw monetary stimulus.
BUSINESS
Storage is one of the least sexy words around. That’s a problem
By the time a crisis hits, it’s too late to start building an extra cupboard
BUSINESS
Bond market points to Fed standing firm in battle against inflation
US yield curve is at its most inverted since 1981 in sign investors see recession on horizon
BUSINESS
Germany confronts a broken business model
Can the country’s industrial economy reinvent itself for an era without cheap gas from Russia?
BUSINESS
Financial Instability: the hunt for the next market fracture
Investors are keeping a close eye on areas ranging from US Treasury market illiquidity to Japanese government debt
BUSINESS
Gold still adds a little lustre to a very well-diversified portfolio
Volatility in prices has taken the sheen off the metal as a safe-haven asset — though the rich still like their jewellery
BUSINESS
Jay Powell is no dove
And how the yield curve might be wrong
BUSINESS
Doesn’t anyone do due diligence any more?
Theranos and FTX show a broad failure by investors to ask enough questions before handing over cash
BUSINESS
China protests add to uncertainty for investors
Demonstrations show how the country is struggling to deal with Covid and an easing of lockdowns
BUSINESS
Seven days that could unravel the global oil market
As western countries prepare to impose a price cap on Russian crude, many of the industry’s norms are being undermined
BUSINESS
Investor Howard Marks: 'The short run is by far the least important thing'
Oaktree’s legendary co-founder on the business of bargain hunting, the dangers of emotion — and meeting his drug smuggler namesake
BUSINESS
Collateralised fund obligations: How private equity securitised itself
Stakes in hundreds of buyout groups’ companies have been bundled into investments with strong credit ratings
BUSINESS
Interest rate worries leave doubts over durability of stock rebound
US and European indices climb more than 10% but inflation and recession fears stalk markets
BUSINESS
Don’t regulate crypto as finance
It would be a mistake to apply the legal/regulatory/supervisory apparatus used for stocks and bonds to crypto
BUSINESS
The Gulf is partying while it can
But the joy of hosting the World Cup in an oil and property boom will not last unless productivity improves
BUSINESS
Why Visa and Mastercard have yet to face their Kodak moment
The fintech disrupters of the payments sector are no such thing
BUSINESS
What Elon Musk misses about how this generation works
Digital technologies have not only shifted where we work but how we view our jobs
BUSINESS
Investors’ incrementalism lays them open to ambush
The speed and vigour of market moves have found many ill-prepared
BUSINESS
Bitcoin: an unregulated market is a good place for price support wheezes
Could ‘wash’ trading be behind restrained volatility of flagship digital asset?
BUSINESS
Central banks are right to act decisively
The worst possibility would not be for disinflation to be done too slowly but for policymakers to give up too quickly
BUSINESS
Central banks to shift away from ‘jumbo’ rate rises as outlook darkens
Economists expect smoother monetary tightening as monetary policymakers worry about damage to growth
BUSINESS
FTX: crypto cloud flashes three silver linings
World now has a chance to focus on the wider usefulness of distributed ledger technology
BUSINESS
Big Tech job cull may be the start of things to come
Companies start to adjust their cost base for a low-growth economic climate
BUSINESS
Tech jobs: mass lay-offs herald Great Redistribution of talent
Staff shed by Silicon Valley giants should be quickly absorbed elsewhere
