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    1. 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...

    2. 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 —...

    1. FT Alphaville

      September 8, 2014

      Further reading

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

    2. 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...

    3. 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...

    4. 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...

    5. 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″ ,...

    6. 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....

    7. 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...

    8. 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...

    9. 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...

    10. 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...

    11. 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...

    12. 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...

    13. 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...

    14. 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...

    15. 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...

    16. 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...

    17. 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...

    18. 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...

    19. 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...

    20. 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...

    21. 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...

    22. 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;...

    23. 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...

    24. 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...

    25. 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...

    26. 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...

    27. 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...

    28. 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...

    29. 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...

    30. 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...

    31. 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):   ...

    32. 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...

    33. FT Alphaville

      April 19, 2013

      Weekender

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

    34. 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...

    35. 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...

    36. 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...

    37. 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...

    38. 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...

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