BUSINESS
Top commodity traders pile into the energy transition
Groups reaping bumper rewards from oil volatility sink cash into renewables and carbon trading
BUSINESS
The hunt for a coronavirus super shot
A so-called multivalent vaccine might protect against all COVID-19 mutations and any future pathogen from the betacoronavirus family
BUSINESS
Rising market uncertainties to test investors
After impressive gains from pandemic lows, questions mount over how much further equities can rise
BUSINESS
Hedge funds rethink tactics after $12-billion hit from meme stock army
The blow shows how individual investors are posing a big challenge to professional investors in the Wall Street equities market
BUSINESS
Downward spiral in liquidity is leading to more market shocks
Sudden droughts exacerbate rising episodes of stress for investors
BUSINESS
More than 5 million people become millionaires despite pandemic
Aggregate global wealth accumulated by households rose by about $28.7 trillion in 2020, according to a Credit Suisse report
BUSINESS
Bridgewater’s Prince rejects return of 1970s ‘Great Inflation’
World's biggest hedge fund’s joint investment chief forecasts only ‘moderate’ rise in US prices
BUSINESS
Could a growth setback be the surprise scenario for US markets?
Some investors are worried about economic recovery as pandemic stimulus fades and the debt burden mounts
BUSINESS
How meme lords fuelled a boom in the ‘stonk market’
Financial memefication is evolving from a niche corner to grow deep roots in markets
BUSINESS
Bond spreads collapse as investors rush into corporate debt
A rising number of investors are veering around to the Fed’s view that price rises will prove transitory as the US economy reopens
BUSINESS
The Fed nailed it
But its policymakers can’t see the future, and neither can you
BUSINESS
Watch the ‘dot plot’ at the Fed meeting today
The projections can be a useful signalling tool for the central bank, but sometimes they muddle the Fed’s message
BUSINESS
The coming regime shift towards capital-heavy companies
Structural shifts will require more investment in technologies and supply chains
TRENDS
Storms await companies that err on climate
Markets are increasingly willing to punish businesses that mismanage global warming risks
BUSINESS
Fed meeting turns into a test of its inflation narrative
The US central bank should not take comfort from the bond market
BUSINESS
Lex | Facebook: priced for imperfection
Since listing in 2012, Facebook has repeatedly been labelled expensive. Why?
BUSINESS
China’s environmental goals fire up metal prices
Stricter environmental rules on smelters, steel plants and mines are set to limit metal supply, stoking global inflationary pressure
BUSINESS
Martin Wolf writes: The Fed risks reacting too slowly if inflation keeps rising
And that will be bad news for the rest of the world economy as it recovers from the pandemic
BUSINESS
Copper boom: How clean energy is driving a commodities supercycle
Demand is set to explode with the rise in renewables technology, but years of under-investment threaten to leave supply short
BUSINESS
Lex | G7/corporate tax: a hard but fragile bargain
The hype about this long-awaited corporate tax deal would be justified if it averted a costly tax and trade war
BUSINESS
Don’t dismiss market bubbles — Some leave lasting progress behind
History will judge the bubblets of 2021 by what they leave behind, not just by how far they correct from here, says Ruchir Sharma
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
