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
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
