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Recent Posts
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Tag Archives: FT
How COVID Has Turbo Charged Big Tech – FT
What happens when a pandemic collides with technological change? Covid-19 has shaken business to its core. The FT’s Lex maps how the landscape is changing – FT
Vertical Farming – FT
By 2050 it’s estimated there’ll be over 6.5 billion people living in urban spaces, and vertical farming could play a growing role in feeding them. The farms use far less space, water, and transport than traditional methods of farming, although … Continue reading
The fall of FAANG (and other thoughts)
FANGs haunted by worries over a “Splinternet.” Rana is very good. Her book, Makers and Takers: How Wall Street Destroyed Main Street, is a must read, especially the chapter on how private equity, including the current Secretary of Treasury, dubbed The Foreclosure … Continue reading
Posted in Apple, China, Equities, Housing, Uncategorized
Tagged FAANGs, Fana Foroohar, FT
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A life of boom and bust: Can Argentina break the cycle?
A century ago, Argentina was one of the ten richest countries in the world. But crisis after crisis has earned it the dubious distinction of being the only nation ever to regress to developing country status. With hyperinflation, devaluations and … Continue reading
Posted in Emerging Markets, Uncategorized
Tagged Argentina, Economics, Emerging Markets, FT
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What are Apple’s core problems? – FT
The iPhone maker has been hit as investors worry over sales and US-China tensions ► Subscribe to FT.com here: http://bit.ly/2GakujT
Italians are all talking about the bond spread – FT
Lo spread’ – the yield gap between Italian and German 10-year bonds – is the hot topic of conversation in Rome after the populist coalition government promised a spending splurge ► Subscribe to FT.com here: http://bit.ly/2GakujT
Posted in Eurozone Sovereign Spreads, Italy, Uncategorized
Tagged FT, Italian bond spread
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Charts That Count: QE QED
Since the collapse of Lehman Brothers the story of the world’s attempts to stop the financial crisis turning into a Great Depression has been dominated by central banks’ balance sheets. John Authers describes how this averted total disaster and sparked … Continue reading
Posted in Economics, Interest Rates, Monetary Policy, Uncategorized
Tagged Charts, FT, John Authers, QE
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Charts That Count: Another China Crisis? – FT
China’s currency has devalued sharply against the dollar in recent weeks. The last time China surprised the markets with a devaluation, in the summer of 2015, it prompted a global sell-off of risk assets. John Authers discusses why China’s currency … Continue reading
Posted in Black Swan Watch, China, Uncategorized
Tagged China, Currency, FT, John Authers
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China hits back at Trump’s tariffs – FT
Money quote: “…steady escalation…” Beijing accused Donald Trump of “trade bullying” as it imposed retaliatory tariffs against new US duties on $34bn of Chinese imports. The FT’s world trade editor, Shawn Donnan, reports from Washington DC about the consequences of … Continue reading