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    1. FT Alphaville

      July 18, 2016

      Further reading

      Elsewhere on Monday, - Gavyn Davies on Japan’s flirtation with helicopter money. - The Herbalife Rorschach Test. -...

    2. FT Alphaville

      July 13, 2016

      Further reading

      Elsewhere on Wednesday, - Dani Rodrik: The abdication of the Left. - Creating a virtual economy, Pokémon Go trading...

    Special Reports

    1. Business of Luxury

      Dampened Chinese demand is hitting luxury brands hard, but they are innovating wildly ...
    Search more Special Reports on this topic.

    1. FT Alphaville

      July 4, 2016

      Further reading

      Elsewhere on Monday, - Gavyn Davies: “global growth seems firm enough to shrug off the Brexit risk, provided that it...

    2. Fast FT

      June 20, 2016

      FirstFT - Struggling to land a punch in Kiev

      Here’s a taste of today’s FirstFT email. You can sign up to receive it here. Whatever happened to the China crisis?...

    3. FT Alphaville

      June 13, 2016

      Further reading

      Elsewhere on Monday, - Gavyn Davies: Why hasn’t the productivity crisis caused a bear market (yet)? - Global money, a...

    4. FT Alphaville

      June 6, 2016

      Live in London...

      The Billionaire Crisis: Tax Havens • The End of the Free Internet • Abenomics • Demographics and Destiny • Capital...

    5. FT Alphaville

      May 11, 2016

      Further reading

      Elsewhere on Wednesday - Get ready for high-frequency lawyers. - Worth remembering that “conventional economics...

    6. FT Alphaville

      May 9, 2016

      Further reading

      Elsewhere on Monday, - Don’t panic, it’s just a tech bust. - Gavyn Davies: When secular stagnation meets protection. -...

    7. FT Alphaville

      April 11, 2016

      Further reading

      Elsewhere on Monday, - Capitalism excels at innovation but is failing at maintenance, and for most lives it is...

    8. FT Alphaville

      February 17, 2016

      Further reading

      Elsewhere on Wednesday, - Uber in China is losing over one unicorn ($1bn) a year and, er, its CEO is hoping thay can ”...

    9. The Exchange

      February 2, 2016

      China's path to tackling regional inequality

      China’s recent woes — decelerating growth, falling currency, plunging stock market — suggest that the world’s main...

    10. FT Alphaville

      February 1, 2016

      Further reading

      Elsewhere on Monday, - Gavyn Davies on the BoJ’s new found negativity. - “Central banks that have slipped into negative...

    11. FT Alphaville

      January 6, 2016


      Today’s market priorities in one handy sentence, via SocGen’s Kit Juckes: With the USD/CNY fix up above 6.53 and the...

    12. January 4, 2016

      Free Lunch: A middling new year

      What could possibly go wrong? With the new year comes the fools’ game of trying to predict what may happen in the next...

    13. Gavyn Davies

      January 1, 2016

      Macro themes and risks for 2016

      Most investors have been able to muster only two cheers for the year that has just ended. In 2015, the performance of...

    14. Gavyn Davies

      November 30, 2015

      Global growth bounces back a bit

      This is the latest report in our regular monthly series of “nowcasts” for global activity. Global economic data...

    15. FT Alphaville

      November 16, 2015

      SDR inclusion doth not a reserve currency make

      As has been well reported, the IMF has recommended that China’s renminbi should join the basket of currencies used to...

    16. October 29, 2015

      Public broadcaster belongs to the people

      Protect the BBC. If it did not now exist, we could not invent it. That makes preserving it even more important. The BBC...

    17. FT Alphaville

      July 20, 2015

      Further reading

      Elsewhere on Monday, - Pettis: Interpreting information in China’s stock markets. - Stowaways and crimes aboard a...

    18. July 16, 2015

      Free Lunch: The broken technology diffusion machine

      Knowing our unknowns on productivity Diane Coyle recently reflected on the great productivity debate in an FT blog...

    19. Gavyn Davies

      June 12, 2015

      The global economy — debate with Wolf and Buiter

        This week, I participated in a discussion about the future of the global economy with Martin Wolf and Willem Buiter....

    20. June 8, 2015

      Rates, exits and China dominate the luxury market’s economic scene

      What can we expect of the world economy over the coming couple of years? Looking into their crystal balls are Willem...

    21. Gavyn Davies

      May 25, 2015

      Technology, inflation and the Federal Reserve

      Ever since the crash in 2008, the central banks in the advanced economies have had but one obsession — how to set...

    22. FT Alphaville

      May 11, 2015

      Der Bundschock, revisited

      With the 10-year Bund yield just past 0.6 per cent at pixel time (it was just above 0.06 per cent on April 20th)… Gavyn...

    23. Gavyn Davies

      March 29, 2015

      How serious is the US slowdown?

      Now that the Federal Reserve has announced that its policy stance after June will be entirely “data determined”, the...

    24. FT Alphaville

      February 24, 2015

      Asia's FX vulnerabilities, charted

      From Morgan Stanley’s Asia Pacific team (do click to enlarge): The bigger the bubble the bigger the debt, but more on...

    25. FT Alphaville

      February 23, 2015

      Greek funny money: no thanks

      Does money have value because the state says it’s money, or because the population trusts that it’s money? It’s a...

    26. FT Alphaville

      February 9, 2015

      Further reading

      Elsewhere on Monday, - Gavyn Davies global growth report card: Eurozone and Japan recovering. - Greece: looking on the...

    27. FT Alphaville

      February 2, 2015

      Negative rates and Gesell taxes: how low are we talking here?

      It’s a brave new world, even if the idea behind the ever more deeply negative rates being tried out in Switzerland and...

    28. FT Alphaville

      January 13, 2015

      Five scattered points about oil, crises, Keystone and other stuff

      Some thoughts, musings, and simply fun items we’ve recently come across: 1) As of the start of this week, global...

    29. November 30, 2014

      Britain will be squeezed at both ends in 2015

      In his Autumn Statement on Wednesday, George Osborne will reaffirm his plan to embark on the second half of the fiscal...

    30. FT Alphaville

      November 17, 2014

      Honour roll, Japan GDP edition

      *cough* those atrocious #Japan GDP forecasts in full:CS: +3.4pcMS: +2.8BofA: +2.5Barc: +2.2JPM: +2BNP: +1.6actual:...

    31. FT Alphaville

      September 8, 2014

      Further reading

      Elsewhere on Monday, - Unconventional monetary policy versus fiscal policy. - The Amazon model, redux. - Gavyn Davies:...

    32. FT Alphaville

      June 18, 2014

      Term premia, the Fed, and finstability, part 1

      Last November, with the end of his tenure nearing, Ben Bernanke discussed an idea that Gavyn Davies refers to as The...

    33. FT Alphaville

      May 28, 2014

      Macro-pru versus UK housing

      First take a trip down Gavyn Davies way where he’ll explain that macro prudential controls are nothing new, that...

    34. FT Alphaville

      February 26, 2014

      Oh yuan, you temptress

      And on the seventh day it fell again, in accordance with the PBoC… which cut the fixing rate. Pity the RMB carry trade,...

    35. FT Alphaville

      February 18, 2014

      An EM credit crunch, not a sudden stop

      This post by Gavyn Davies has been cross-published at Gavyn’s own blog. The crisis in the emerging markets’ “fragile 8″...

    36. beyondbrics

      February 8, 2014

      The Weekender, February 8

      The week in emerging markets, including our most read, five things we have learned and some long reads for the weekend....

    37. beyondbrics

      February 4, 2014

      Guest post: why policy makers stall

      By Simon J Evenett of the University of St Gallen, Switzerland “The best way to ensure that foreign investors remain...

    38. Gavyn Davies

      January 27, 2014

      Video: Bernanke and beyond

      Ben Bernanke’s tenure as Federal Reserve chairman ends this week. Financial Times markets and investment columnist John...

    Search for Gavyn Davies and


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      January 6, 2015

      A discussion with Gavyn Davies about debt sustainability

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    3. Gavyn Davies on what Mark Carney could do at BoE...
      May 17, 2013

      Gavyn Davies on what Mark Carney could do at BoE