BUSINESS
The paradox of financial conditions
A gap has emerged between the US central bank and its peers at a time when its policy signals have become at odds with financial conditions
BUSINESS
China’s recovery might be a bit less than meets the eye
Investors should not assume this upturn in economic growth will be just like previous ones
BUSINESS
Share buybacks: welcome payments in a suspect currency
Investors usually see bumper buybacks as supporting stock prices. But they may not be the bullish signal they appear
BUSINESS
Is the Fed ignoring market risk?
Powell has to choose a rate level that he thinks will get financial conditions to the right place at the right pace
BUSINESS
End the Fed ‘put’
With the entire credibility of central banking on the line, the focus needs to be on fighting inflation
BUSINESS
Central banks set to lift interest rates to 15-year highs as investor jitters grow
If central banks keep rates high for a protracted period or raise them by more than investors expect, the bond market rally could unravel.
BUSINESS
The end of Chinese lockdowns and the reopening of trade
Risks of disruption to ports and shipping are outweighed by a boost to global demand
BUSINESS
Mohamed El-Erian: Why passive investing makes less sense in the current environment
This is an investment world that will reward much greater selectivity and dynamic asset allocation
BUSINESS
China’s record $2.6 tn rise in savings fuels ‘revenge spending’ hopes
Doubts linger over consumers’ willingness to deploy ‘excess’ deposits
BUSINESS
Luxury boom shows the staying power of the ultra-rich
Many of our expectations about the spending patterns of the wealthy are being confounded
BUSINESS
New oil reality bites for Kremlin
Energy boom boosted Putin in 2022 but price cap and falling cost of crude worries policymakers
BUSINESS
How Apple tied its fortunes to China
The company spent two decades and billions of dollars building a supply chain of unprecedented sophistication. Now, a reckoning is coming
BUSINESS
Geopolitics threatens to destroy the world Davos made
World Economic Forum delegates fear that a long period of peace and economic integration could be coming to a close
BUSINESS
What economists get wrong about personal finance
The advice given by academics and by financial self-help gurus is often very different
BUSINESS
Wall Street’s top cop trains his sights on crypto
Damian Williams faces big test in prosecuting high-profile case against FTX’s Sam Bankman-Fried
BUSINESS
Xi Jinping’s plan to reset China’s economy and win back friends
Amid a chaotic exit from COVID lockdowns, China is looking to reduce its international isolation and boost its growth rate
BUSINESS
We need to pay more attention to misaligned signals on the global economy
Investors should be wary of a repeat of last year’s ‘transitory inflation’ type of mistake
BUSINESS
US inflation has not ‘turned the corner yet’, IMF's Gita Gopinath warns
Fund’s second-in-command urges Fed to ‘stay the course’ on rate rises this year
BUSINESS
The new Gulf sovereign wealth fund boom
Companies are flocking to the Middle East to raise capital just as they did in 2008. But funds say they are being more strategic about investments
BUSINESS
Central bank digital currency: blockchain could upend banking
Banks must lead industrialisation of their services or risk further erosion of earnings from core activities
BUSINESS
Business trends, risks and people to watch in 2023
What to look for this year in the corporate world in sectors from energy to private capital and technology
BUSINESS
Sharp fall in global dealmaking brings pandemic-era frenzy to a halt
M&A suffers record decline in second half of 2022 as interest rate rises hit financing
BUSINESS
Financial trends: investors seek safety via Great Rotation
Darkening economic outlook has increased the appeal of capital-preserving defensive stocks
BUSINESS
Time for new investors to take an old approach
Losing money should not lead young people to lose faith in investing. Long term rewards will make it worth it
