BUSINESS
RIP semiconductor rally?
BUSINESS
What Opec’s next big goal should be
The general consensus is that oil use needs to shrink by as much as 80 per cent by the middle of the century if we are to meet the Paris goals. The impact of such a fall will be devastating for many oil producers
BUSINESS
It pays to be a lazy investor — but for how long?
Passives have been a win-win for lazy investors in terms of fees and performance, but here are three areas where it pays to take a more energetic look at your portfolio. Highlight
BUSINESS
Premium beauty is heading for a rough patch
Recent evidence suggests that even consumers with high disposable incomes are starting to feel the pinch
BUSINESS
Falling inflation, sturdy economy, happy Fed
Jay Powell & Co needn’t rush into a September cut
BUSINESS
Russia’s surprising consumer spending boom
Heavy government expenditure and labour shortages have led to a sharp rise in real wages and consumption but the economy risks overheating
BUSINESS
Taylor Swift and the fallacy plaguing modern economics
Why what we consider to be economic activity matters
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
BUSINESS
Inflation, stock prices, and french fries
A pandemic story
WORLD
After Joe Biden, is there still a Trump trade?
The bond yield curve would be worth watching in the coming months
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
BUSINESS
Venture capital has an exit problem
A big overhang of ageing — and unsold — private tech companies has developed
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
BUSINESS
Chip sector is caught in the battle of AI versus geopolitics
It is not just high-end equipment manufacturers such as ASML that will be hurt by US-China trade tensions
BUSINESS
Investors grapple with the Trump trade
A second term for the former president would probably reverberate more in markets outside the US
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
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
BUSINESS
Economists are paying more attention to our inflation fears
The views of ordinary people shouldn’t be dismissed
WORLD
NATO’s difficult 75th birthday
Attempts to ‘Trump-proof’ the North Atlantic alliance seem set to fall short
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
BUSINESS
Why Trump 2.0 might be good for investors
Repeat of positive market outcome from former president’s first term is certainly possible
TECHNOLOGY
Asia’s EV wars will power down Panasonic
Japanese group is up against unprecedented competition from Chinese battery manufacturers
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
BUSINESS
AI has all the answers. Even the wrong ones
ChatGPT has the appearance of a brilliant logician and that’s a problem
