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  1. 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...

  2. 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 they’re...

  1. 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, no...

  2. 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″ ,...

  3. 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....

  4. 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...

  5. 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...

  6. January 21, 2014

    Why bonds aren’t finished just yet

    At the end of the recent FT Money investor roundtable, I asked all the participants for a big investment idea or trend to...

  7. FT Alphaville

    January 16, 2014

    A cheap peak for a FTSE streak

    Pop quiz – what was the price earnings ratio for the UK benchmark at its previous peak of 6,722 in October 2007? We ask...

  8. FT Alphaville

    January 6, 2014

    The Closer

    FURTHER FURTHER READING - Kelly Evans offers corporate America an idea for what it should do with its cash. - Simon Cox...

  9. beyondbrics

    December 7, 2013

    The Weekender, December 7

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

  10. FT Alphaville

    November 18, 2013

    Summers on bubbles and secular stagnation forever

    One of the most talked about things in economic circles this weekend? Larry Summers’ speech to the IMF Research Conference...

  11. October 24, 2013

    Trade: Into uncharted waters

    The Tangerine Island, a bulk carrier sailing under the flag of the Marshall Islands, is moored in the Gulf of Panama after...

  12. FT Alphaville

    October 14, 2013

    The Closer

    FURTHER FURTHER READING - The San Francisco exodus. - Why the Efficient Markets Hypothesis merited a Nobel. - What’s an...

  13. FT Alphaville

    October 2, 2013

    The Closer

    FURTHER FURTHER READING - What George Bailey can teach us about Quantitative Easing. - Gavyn Davies on why markets ignore...

  14. FT Alphaville

    September 30, 2013

    The Closer

    FURTHER FURTHER READING - Blaming the debt ceiling debate on… the Germans? - The ten stealth economic trends that rule the...

  15. FT Alphaville

    September 18, 2013

    A German election primer

    Something funny happened to the eurozone over summer. Things… began to look better. Of course, there are plenty of...

  16. The A-List

    September 9, 2013

    Abolish the BBC Trust before it does more damage

    The ghost of Tony Blair has haunted the corridors of the Westminster parliament for the past two weeks. David Cameron...

  17. beyondbrics

    September 4, 2013

    Welcome to the RBI, Mr Rajan

    Rajan arrives at the RBI New RBI governor Raghuram Rajan’s first day in the job saw the rupee flirt with its all-time record...

  18. beyondbrics

    September 3, 2013

    Further reading: let 1,000 licence plates bloom

    Tuesday’s time out from beyondbrics: a falling rupee has its benefits; China’s aim should be sustainability, not growth; the...

  19. beyondbrics

    July 9, 2013

    Further reading: bubbles & bedfellows

    Tuesday’s temptations from the BB team: freedom vs democracy in Egypt; China’s bubble workout; Egypt’s unbridgeable rift;...

  20. FT Alphaville

    July 1, 2013

    Playing profit with the stock market

    This is is a guest post from Philip Pilkington, a writer and research assistant at Kingston University. Gavyn Davies...

  21. FT Alphaville

    June 20, 2013

    The Closer

    FURTHER FURTHER READING - How the price of oil and gasoline could crash. - RIP, American Dream? - Gavyn Davies and John...

  22. Gavyn Davies

    June 20, 2013

    Turning point for QE supertanker

    Ben Bernanke’s timetable for tapering quantitative easing has prompted a sell-off in markets. Gavyn Davies, Fulcrum Asset...

  23. FT Alphaville

    June 7, 2013

    May payrolls: +175,000, and unemployment rate up to 7.6 per cent

    The employment situation report superficially appears as mixed as the other recent US labour market indicators: payrolls...

  24. June 2, 2013

    Economic backdrop for business of luxury: Crises contained but challenges loom

    Since 2007, the world economy has lain in the shadow of huge financial crises. Crisis engulfed the US, the UK and other...

  25. FT Alphaville

    May 13, 2013

    A gap-ing problem

    Gavyn Davies has a great post looking at the recent work by Fed researchers and the Goldman Sachs economics team on trends...

  26. Martin Wolf's Exchange

    May 9, 2013

    Europe's beggar-my-neighbour policy

    I recently looked at what happened to private financial balances inside the eurozone. Today’s post looks at what happened to...

  27. FT Alphaville

    May 2, 2013

    Ze price stability

    That’s a chart (click to enlarge) from Deutsche’s George Saravelos, who unsurprisingly argues a refi-rate cut by the ECB on...

  28. FT Alphaville

    May 1, 2013

    The ECB's options, charted

    Ahead of the Thursday meeting, a chart via Gavyn Davies (full post recommended, of course):   ...

  29. FT Alphaville

    April 23, 2013

    So this is no longer news, right?

    In the euro area the government debt to GDP ratio increased from 87.3% at the end of 2011 to 90.6% at the end of 2012, and...

  30. FT Alphaville

    April 19, 2013


    This week on FT Alphaville, - Gabriel Sterne called for a transparency revolution at the IMF. - Fitch downgraded the UK;...

  31. FT Alphaville

    April 19, 2013

    How much of Reinhart/Rogoff has survived?

    This post by Gavyn Davies has been cross-published at Gavyn’s own blog. The work of Carmen Reinhart and Ken Rogoff (RR) on...

  32. FT Alphaville

    March 1, 2013

    Shinzo Abe's phaser

    Gotta love a good contrarian yen call. As we’ve written multiple times, the yen’s recent fall been based on policy which has...

  33. FT Alphaville

    February 28, 2013

    Ye olde Abenomics

    All this has happened before and will happen again… at least, so hopes the Japanese government. Current finance minister...

  34. FT Alphaville

    February 28, 2013

    Kuroda's BoJ nomination is go

    As was widely tipped early this week, Asian Development Bank president Haruhiko Kuroda has been nominated for Bank of Japan...

  35. FT Alphaville

    February 25, 2013

    Kuroda! The BoJ's goldilocks

    This Monday edition of rising Japanese equities/weak yen is brought to you by Haruhiko Kuroda, president of the Asian...

  36. FT Alphaville

    February 11, 2013

    Draghi's pro-LSAPs?

    Mario Draghi talked, everyone was a little confused, a little wary… so the euro fell. He OMT’ed the FX market. Clever. But...

  37. FT Long Short

    January 25, 2013

    Great Rotation revisited

    There’s been a lot of debate about the idea of a “great rotation” from bonds to equities, and every Wall Street strategist...

  38. FT Alphaville

    December 3, 2012

    Cut out'n'keep guide to prospective new BoJ governors

    Japan’s election on December 16 is going to be a doozy. It’s probably the first election where the role and independence of...

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