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    1. 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 monetary...

    2. 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...

    1. 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 markets...

    2. 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 that...

    3. 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 great,...

    4. FT Alphaville

      February 9, 2015

      Further reading

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

    5. 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...

    6. 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 non-energy...

    7. Gavyn Davies

      January 6, 2015

      Martin Wolf on global debt overhang

      FT chief economics commentator Martin Wolf discusses global debt sustainability with Gavyn Davies, chairman of Fulcrum Asset...

    8. 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...

    9. 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: -1.6pc —...

    10. FT Alphaville

      September 8, 2014

      Further reading

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

    11. 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...

    12. 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...

    13. 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...

    14. 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″ ,...

    15. 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....

    16. 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...

    17. 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...

    18. 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...

    19. 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...

    20. 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...

    21. 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...

    22. 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...

    23. 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...

    24. 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...

    25. 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...

    26. 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...

    27. 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...

    28. 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...

    29. 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...

    30. 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...

    31. 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;...

    32. 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...

    33. 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...

    34. 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...

    35. 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...

    36. 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...

    37. 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...

    38. 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...

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