BUSINESS
Hopes and fears for the global COVID-19 recovery
As economies exit the pandemic, the job of central banks is relatively simple — less generous, better targeted assistance
BUSINESS
IEA warns clean-energy spending must triple to curb climate change
Energy market volatility will continue to be a risk unless governments act, says energy agency chief
BUSINESS
Tim Harford writes: The Nobel Prize economists turned statistics into insight
The winners -- David Card, Joshua Angrist and Guido Imbens -- led the charge in what became known as “the credibility revolution” in economics
BUSINESS
Gas shortages: What is driving Europe’s energy crisis?
Supply shortfalls and an over-reliance on volatile imports are contributing to record prices
BUSINESS
Companies prepare for a ‘selective decoupling’ with China
For foreign businesses operating in the Middle Kingdom, it may be best to plan for uncertainty
BUSINESS
Switch to value stocks to prepare for inflation
The writing on inflation tax is clearly on the wall. How to escape? The private equity industry is showing the way
BUSINESS
Tim Harford: The hidden costs of cost-benefit analysis
On paper, cost-benefit analysis is all very rational, but one finding points to a few fault lines
BUSINESS
The $10-trillion man: How Larry Fink became king of Wall Street
Having founded a small bond investment house just three decades ago, Fink has managed to build BlackRock into a vast financial empire
BUSINESS
Traders phone up gambling helplines as game-like broker apps spread
The US market regulator is examining whether the so-called gamification of trading assists or undermines small investors
BUSINESS
Valuation not stories ultimately determines investment returns
Lofty valuations can significantly hurt returns even if the economic themes see the light of day
BUSINESS
The bull case for investing in China
History suggests adverse regulatory changes in China often are followed by sharp rebounds in share prices driven by broadly favourable policy actions
BUSINESS
Electric vehicles: The revolution is finally here
After years of talk from carmakers, the industry is rapidly being transformed as companies stake their future on EVs
BUSINESS
The optimists still at the bull market party
Some argue that betting against equities makes little sense while interest rates are low
BUSINESS
Will the next web be built on ethereum?
The price of ethereum’s currency, known as eth, which is used to pay for the computing power needed to run the blockchain, has jumped ninefold
BUSINESS
Lex | Oil prices: Opec+ will open taps before key ratio is reached
The oil group meets again from October 4. It has a good reason to keep the rally in check
BUSINESS
Mohamed El-Erian writes: Bond sell-off is a warning to the Fed
The longer central bank ‘tapering’ is delayed, the more the risk of a disruptive markets move
BUSINESS
Global bond market set for worst month since early 2021
Both US and England central banks have indicated their willingness to respond to growing inflationary pressures by lifting short-term borrowing costs
BUSINESS
Reflation or stagflation? Early days still
Rising rates don’t have to crush stocks, but they can
BUSINESS
Top investors split on direction of ‘tempestuous’ China’s markets
Bulls like Ray Dalio and Howard Marks spar with more downbeat managers such as Kyle Bass
BUSINESS
Xi Jinping may be the world’s fiercest tiger parent
Jinping’s ambitions for the state have two strikingly tiger parent features: the belief that ambition is something to be imposed, and the fear that inaction will inevitably lead to something undesirable
BUSINESS
Soaring Spac redemptions signal their fall from favour
The average redemption rate during the third quarter was 52.4 per cent, according to data provider Dealogic, significantly up from the first three months of the year
TRENDS
When obstacles become opportunities to work better, writes Tim Harford
A shock can prompt us to find new and better ways to live our lives, both individually and collectively, writes Tim Harford.
BUSINESS
More Federal Reserve officials see first interest rate rise in 2022
Nine officials on the FOMC now expect a US rate increase next year, up from seven officials in June
BUSINESS
Gentle Jay does it again
Is the Fed chair a master communicator, who has signalled his intentions so clearly that when he states them explicitly, the market takes it easy?
