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    1. FT Alphaville

      March 13, 2015

      Your updated sovereign-bank loop

      Last week we got a Draghi-backed report by the ESRB which challenged the risk-free treatment of sovereigns by banks. It...

    2. FT Alphaville

      October 8, 2014

      Houston, we don't have a corporate bond liquidity problem

      Gary Jenkins at LNG sets out his views about what might happen to the corporate bond market once the Fed begins pulling...

    1. FT Alphaville

      August 8, 2014

      Piketty and the randomness of wealth

      Gary Jenkins of LNG Capital confesses in a note on Friday that reading Piketty’s Capital in the 21st century was not an...

    2. FT Alphaville

      June 18, 2014

      Rate expectations

      How much forecasting, we wonder, amounts to ‘the present, plus or minus a bit’. Not because it is a bad way to make...

    3. FT Alphaville

      June 11, 2014

      The (early) Lunch Wrap

      Good morning New York, FT ALPHAVILLE Well, what did you expect in a negative rate environment? Izzy explains, citing...

    4. FT Alphaville

      June 11, 2014

      Well, what did you expect in a negative rate environment?

      Gary Jenkins at LNG Capital brings us news on Wednesday that… yes, peripheral eurozone bond yields are or in some cases...

    5. FT Alphaville

      May 15, 2013

      When credit markets become boring

      Gary Jenkins from Swordfish Research is having a moment; but it’s an interesting moment. On Monday he wrote: “A while...

    6. FT Alphaville

      March 28, 2013

      The (early) Lunch Wrap

      Good morning New York, FT ALPHAVILLE When you can’t beat them, spend it: Gary Jenkins notes that when there’s nothing...

    7. FT Alphaville

      March 28, 2013

      If you can't beat them, just spend

      Gary Jenkins writing in Credit Matters this week gets to the heart of the matter when it comes to what investors should...

    8. March 7, 2013

      Eurozone remains split on Cyprus rescue

      Desperate times call for desperate measures, but some ideas for funding the bailout of troubled eurozone economies...

    9. February 28, 2013

      Italian poll disarms the ECB’s ‘bazooka’

      Political disarray in Italy following last weekend’s election has prompted questions about what the European Central...

    10. February 26, 2013

      UK borrowing costs fall despite rating cuts

      UK long-term borrowing costs have fallen to their lowest level this year, as troubles in the eurozone offset worries...

    11. FT Alphaville

      November 28, 2012

      Find "projected debt-to-GDP ratio" where country = "Greece"; run eyeroll.exe

      Gary Jenkins of Swordfish Research aspired to have more thoughts on the latest Greek debt deal by Wednesday morning....

    12. FT Alphaville

      November 7, 2012

      Oh, for a Greek version of Nate Silver

      From Gary Jenkins at Swordfish Research: Strange to think that over 100 million votes cast in the US may have less...

    13. FT Alphaville

      September 24, 2012

      Greek troika soap opera

      France thinks Greece should get the two extra years that it’s been seeking to achieve the cuts outlined in its 2013-14...

    14. August 3, 2012

      Madrid and Rome’s borrowing costs dive

      Yields on two-year Spanish and Italian bonds dropped sharply as investors focused on comments from Mario Draghi that...

    15. July 23, 2012

      Spain’s bond yields jump to euro-era high

      Spain’s borrowing costs reached a new euro-era high on Monday as fears about the country’s wilting economy and...

    16. FT Alphaville

      July 23, 2012

      Spanish yields spiralling upwards

      That’s Spanish 10-year bond yields hitting a new euro-era high of 7.434 per cent at pixel time according to Bloomberg...

    17. FT Alphaville

      June 12, 2012

      Another (potential) irk for Spanish bondholders

      This is what prospective investors in Spanish sovereign debt have to consider, writes Gary Jenkins of Swordfish...

    18. FT Alphaville

      June 6, 2012

      Rejoice! Or something...

      Welcome back, UK readers! So the weekend that some folk were predicting things would have to get real for the eurozone...

    19. May 30, 2012

      Rush for havens as euro fears rise

      US benchmark borrowing costs plunged to levels last seen in 1946 and those for Germany and the UK hit all-time lows as...

    20. May 17, 2012

      Concern at BlackRock role in Spain review

      BlackRock may be the world’s biggest fund manager, but there is disquiet among some strategists and investors that the...

    21. FT Alphaville

      February 24, 2012

      That Greek sustainability analysis, annotated

      The full document is here, but Gary Jenkins of Swordfish has an early draft with some revealing scrawlings… “Strictly...

    22. February 21, 2012

      Greek deal leaves investors fearful of two-tier bonds

      Bond markets reacted with remarkable equanimity to Greece’s second bail-out. Both in the aftermath of the deal...

    23. February 21, 2012

      Eurozone government bonds rally

      Eurozone government bonds rallied on Monday as the threat of a disorderly Greek default receded after European finance...

    24. January 20, 2012

      Greek unknowns feed contagion fears

      Fractious six-month long talks to persuade banks and other holders of Greek debt to accept losses were running into the...

    25. December 6, 2011

      S&P downgrade threat stalls gains in Europe

      Utilities and retailers saw some of the biggest losses on Tuesday, as near-term sales worries gripped both sectors. The...

    26. November 30, 2011

      Euro rescue fund doubts grow

      Launched to great fanfare a year ago, the eurozone rescue fund could soon be overtaken by events. Eurozone finance...

    27. FT Alphaville

      November 18, 2011

      Something for the bail-out sceptics

      We won’t know until early next year how much the ECB has spent on its efforts to defend Italy and Spain facilitate the...

    28. November 17, 2011

      ECB buying drives down Italian yields

      The European Central Bank bought government bonds aggressively for a second day in a row on Thursday in volatile...

    29. FT Alphaville

      November 7, 2011

      Italy- the clock is ticking

      First,  a pictorial trip down memory lane. (Click on top slide for more). That’s an Italian bond investor presentation...

    30. November 3, 2011

      China and the EFSF

      What would you do, if you were Mr Zhu? Chinese vice-finance minister Zhu Guangyao has told reporters in Cannes, on the...

    31. November 1, 2011

      Italian bond spreads reach euro-era high

      The premium Italy pays to borrow over Germany rose to a fresh euro-era high on Tuesday, leaping over a critical level...

    32. FT Alphaville

      November 1, 2011

      The return of AAA US political risk

      We’re a day late to warn about the slobbering resuscitation of jaded poltergeists returning to chomp chunks out of the...

    33. October 20, 2011

      London rally stumbles as traders look to Europe

      The FTSE 100 shied away from the 5,450-point level again on Thursday, with traders unwilling to add to risk without...

    34. October 18, 2011

      Paris admits growth target ‘probably too high’

      France admitted on Tuesday its growth projection for 2012 was “probably too high” but pledged to take all necessary...

    35. FT Alphaville

      October 14, 2011

      What's an EFSF guarantee worth?

      As momentum gathers behind the (deep breath) first loss guarantee on new issuance approach for Europe’s bailout...

    36. October 10, 2011

      Investors worry over cheap ECB money side effects

      Jean-Claude Trichet, the European Central Bank’s departing president, last week offered a farewell gift to Europe’s...

    37. FT Alphaville

      October 6, 2011

      The end of the beginning?

      Have Eurozone policy makers finally got it? The signs are certainly encouraging, says Citigroup. … in the last 2 weeks...

    38. FT Alphaville

      September 28, 2011

      You can lever, but will you take the loss?

      OK, you can’t lever the EFSF because the German government says no. Just no, no, no, no. Although even in the rare...

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