BUSINESS
How a virus can disrupt inflation statistics
Overnight, people have stopped spending on restaurants, airfares and other lockdown-restricted activities due to COVID hit
TRENDS
The revolution in DIY testing that will outlive the pandemic
The pandemic has radically changed the face of diagnostics, bringing testing into the home in a way many public health officials never imagined possible
BUSINESS
‘Game over’: Investors hunt for new model after years of broad gains
Stocks and bonds rally has left asset managers seeking ways to secure long-term returns
BUSINESS
A new economic era: Is inflation coming back for good?
Economists and policymakers favour a gentle annual increase in prices of around 2 per cent
TRENDS
Are you working in a fractured organisation?
For those who face fundamental questions about not just how they work but why they work, the health emergency will bring about new differences
BUSINESS
Lex | Tesla/Samsung: Plans to secure chip supply could extend delivery times
Faced with a global shortage of automotive semiconductors, top companies are busy redrawing their strategies
TRENDS
Investors bet eurozone stock rally will gather steam as economy rebounds
The MSCI EMU index of shares in eurozone companies has jumped almost 13 per cent since the end of last year, exceeding a similar gauge of global developed market equities by around two percentage points
BUSINESS
Oil producers face costly transition as world looks to net-zero future
For producers, a global shift towards cleaner fuels will come with bigger challenges, throwing up questions about which resource rich countries can handle this energy shift better
BUSINESS
Mohamed El-Erian writes: The Federal Reserve is no longer markets’ best friend
The US central bank and markets face tricky pivots to avoid damage from a policy mistake
BUSINESS
Vaccines versus variants: Will the world ever reach herd immunity?
New strains and persistent hesitancy to take jabs are complicating government plans to reopen economies
BUSINESS
Don’t bet against China’s investment-led growth model
China got a grip on the coronavirus earlier than anyone else, and saw a strong rebound which peaked in the first quarter of 2021
BUSINESS
Bitcoin’s growing energy problem: ‘It’s a dirty currency’
Climate activists are agitated that fossil fuels will be burnt to mine crypto, and are pushing regulators to clamp down on this
BUSINESS
How cultish social media accounts fuel trading in penny stocks
An FT investigation found dozens of privately traded shares that showed sudden surges following endorsement on Twitter
TRENDS
Foxconn the carmaker? Disruption in the era of electric vehicles
The advent of electric vehicles is creating a much stronger fusion between two of the world’s biggest industries — autos and electronics
TRENDS
The billionaire boom: How the super-rich soaked up COVID cash
The pandemic has only reinforced the rising inequality becoming ever more of a political issue, threatening to provoke popular backlashes against capitalism
BUSINESS
Markets weigh prospect of new commodities supercycle
Prices from corn to copper are rallying as economies reopen, but sceptics think it will be transient
BUSINESS
Is leverage still the best benchmark of credit risk?
As global corporate debt rises, some analysts question the traditional measure of ability to repay
BUSINESS
Global passive assets hit $15 trillion as ETF boom heats up
The ascent of ETFs past their older cousins reflects the speed at which they have reshaped the investment industry
BUSINESS
Fed warns of hidden leverage lurking in financial system
The central bank points to the collapse of Archegos Capital as an example of hidden vulnerabilities
BUSINESS
Lessons in investing from John Maynard Keynes
The most obvious lesson is that failure is a good teacher
BUSINESS
Pfizer/coronavirus: no one-hit wonder
Investors are anxious about how long this vaccine halo can last
BUSINESS
A reckoning for Spacs: Will regulators deflate the boom?
The SEC is concerned about the market for ‘blank-cheque’ companies, including optimistic projections and celebrity endorsements
TRENDS
Commodities supercycle arrives as pandemic recedes globally
Sector-wide bull market gathers momentum
BUSINESS
Margin debt and leverage are flashing red, again
Much of the froth in US markets is being driven by unusual liquidity flows that may reverse soon
