BUSINESS
Economic thinking is at a crucial inflection point
The market-friendly governing philosophy that triumphed in the 1980s is on the defensive
BUSINESS
The WTO’s lonely struggle to defend global trade
What role does the organisation have in an era of fracturing multinational alliances and fears of deglobalisation?
BUSINESS
A tangle of cables is the price for Apple’s innovation
The EU attempt to impose a single mobile device connector by law is attractive but flawed
BUSINESS
Spac boom dies as wary investors retreat
Rising interest rates and the prospect of tougher regulation have deepened the challenges facing the market
BUSINESS
Trafigura warns oil prices could reach ‘parabolic state’ in threat to economy
Oil prices could rise to $150 a barrel or higher in the coming months
BUSINESS
Meta: Sheryl Sandberg exits the metaverse
Without advertising growth, tech group’s transformation will not succeed
BUSINESS
Global rate gaps loom large for investors
From neutral to negative, central banks are taking vastly different paths
POLITICS
What is America’s end-game for the war in Ukraine?
The US is trying to provide effective military support to Kyiv while keeping the support of allies worried about a long conflict
BUSINESS
Now is the time for stockpickers in markets
Best returns can occur when a less cheerful scenario is reflected in security prices
BUSINESS
Tech stocks: Savvy short sellers make 34% profit from the rout
The sell-off covers profitless, high-growth companies as well as tech giants
BUSINESS
The Ukraine war casts its shadow over Davos
This year, Davos is more than just a discordant note in a festival of dealmaking and glad handing
BUSINESS
What are investors supposed to trust in now?
The idea of sticking with a long-term portfolio consisting of 60 per cent equities and 40 per cent bonds does not mean everything will always be fine
BUSINESS
Nowhere to hide
If you want to understand the fear that pervades markets now, you have to look at the dollar
BUSINESS
The hunt for Goldilocks: Central banks search for neutral rates
The tricky part: Policymakers get it wrong and let inflation jump out of control by keeping rates too low, or trigger a brutal recession by increasing too much
BUSINESS
Mohamed El-Erian writes: The dollar’s rapid rise increases risks for global economy
The concern is particularly acute for low-income countries hampered also by high food and energy inflation
BUSINESS
China’s economic activity plummets as COVID lockdowns hit growth
China’s economy had already been under pressure from a liquidity crisis across its highly leveraged real estate developers and a wider property slowdown as home sales collapsed
BUSINESS
Can Xi Jinping vanquish COVID without crushing China’s economy?
Despite the intensifying economic pain, few expect Xi to relax his zero-COVID campaign before securing an unprecedented third term
BUSINESS
The sun starts to set on Wild West days of crypto
Concerns over money laundering and market crashes are growing as more consumers bet on digital assets
BUSINESS
Edward Yardeni writes: Investors are too bearish about the US stock market
Investors are much more concerned than industry analysts are that tighter financial conditions will cause a recession
BUSINESS
Making sense of the gyrations in the market
Amid the wreckage, the market might be telling us something useful
BUSINESS
The Fed has no plan
And are bonds in a bear market?
BUSINESS
Margins look peaky
Corporate margins have come off their peak, but are still near all-time highs and are well above pre-pandemic levels
BUSINESS
What does Elon Musk’s Twitter deal mean for Tesla?
The larger question for shareholders in Tesla: To what extent Musk’s latest curiosity will distract him
BUSINESS
Meta: Facebook pivots from metaverse to TikTok
Shifting to short videos has a risk. But it might help Meta deal with market saturation
