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  1. Andrew Smithers

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    The fallacy of the Fed model

    A few weeks ago, I promised to write about claims that the stock market could be valued by comparing earnings yields to bond...

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    Junk bond returns head for worst month in nearly a year as bull run stalls

    Junk bonds are on track for their worst monthly return in nearly a year, with investors fretting the era of easy US central...

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  1. Debt Capital Markets

    Market volatility continues to sow seeds of doubt in the minds of nervous investors...
  2. Women and the Workplace

    There is no country on earth where women are paid as much as men. Around the world, th...
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  1. July 21, 2014

    A dose of rate reality to hit markets

    The markets were clearly not spooked by what Federal Reserve chairwoman Janet Yellen meant to be a nuanced tone in her...

  2. July 20, 2014

    US jobs: Slim pickings

    Last year, Monique Moshier, the owner of the Happy Cook, a small, upscale cookware and cutlery shop in the rolling hills of...

  3. July 20, 2014

    Macropru is credit rationing by another name

    The process by which easy money boosts asset prices is implicitly understood by every homeowner. Lower monthly mortgage...

  4. July 16, 2014

    Yellen comments trigger dollar rally

    Janet Yellen gave little sign this week that US policy makers were moving closer to raising interest rates – yet the merest...

  5. July 16, 2014

    Fed should speed up end of crisis-era policy, says Fink

    Larry Fink has urged the Federal Reserve to bring a quicker end to its crisis-era monetary policies a day after Janet Yellen...

  6. FT Alphaville

    July 16, 2014

    The 6am London Cut

    Markets: Asia-Pacific markets were barely moved by better-than-anticipated GDP numbers from China. Data out on Tuesday...

  7. July 15, 2014

    Puzzling omnipotence of Fed chair’s view

    The chair of the Federal Reserve may be the most powerful person in finance, but it is unclear why the stocks singled out by...

  8. FT Photo Diary

    July 15, 2014

    Yellen back on the Hill

    Win McNamee/Getty US Federal Reserve chairwoman Janet Yellen arrives for testimony before the Senate Banking, Housing and...

  9. July 15, 2014

    Sterling jumps on UK inflation surprise

    Sterling was driven higher on Tuesday as UK inflation closed in on the Bank of England’s target rate, forcing investors into...

  10. July 15, 2014

    Janet Yellen warns of uncertain US economic outlook

    Janet Yellen gave a balanced reading on the health of the US economy but warned that “considerable uncertainty” about the...

  11. FT Alphaville

    July 15, 2014

    A bear retires, unbowed and growling

    The final report from Smithers & Co has landed, as the septuagenarian scourge of “stockbroker economics” eases into...

  12. July 11, 2014

    Carney needs to learn the value of mumbling

    What is Mark Carney’s trouble? It isn’t that he’s behaving like Britain’s “unreliable boyfriend”, as Labour MP Pat McFadden...

  13. July 9, 2014

    Missing fear factor will return to haunt Yellen

    Alan Greenspan suggested home prices could not fall; Ben Bernanke suggested the subprime mortgage market problems were...

  14. July 4, 2014

    Bourses slip as Wall Street takes holiday

    Friday 17:30 BST. The strong upward momentum enjoyed by risk assets for much of the week faded away on Friday as Wall...

  15. July 3, 2014

    US jobless fall raises pressure for rate rise

    The US unemployment rate dropped to 6.1 per cent last month, bolstering hopes that the world’s largest economy is gaining...

  16. July 2, 2014

    Yellen holds firm on rate rises

    Janet Yellen has mounted a forceful defence of the US Federal Reserve’s decision to keep monetary policy loose in the face...

  17. June 30, 2014

    Fed has grown complacent on credit market risk

    “High-yield bonds have certainly caught our attention,” Janet Yellen, Federal Reserve’s chairwoman, remarked after the US...

  18. FT Alphaville

    June 26, 2014

    This is nuts. Where's the liquidity?

    We’ve been worried about the lack of liquidity in the bond market for yonks. Some at the Fed (though not Janet Yellen) share...

  19. FT Alphaville

    June 20, 2014

    Irrational exuberance, Janet Yellen and the stock market

    Janet Yellen says share valuations remain within “historical norms”. Two words: “irrational exuberance”. This chart shows...

  20. June 18, 2014

    Fed sets the stage for lower volatility this summer

    Janet Yellen and the Federal Reserve have delivered a reassuring message for investors in both the equity and bond markets,...

  21. June 18, 2014

    Economic activity has rebounded, says Federal Reserve

    The US Federal Reserve played down the risk of higher inflation on Wednesday as it cut the monthly pace of its bond buying...

  22. FT Alphaville

    June 18, 2014

    Reminder: US Macro Live, FOMC presser edition

    Yep, US Macro Live returns to provide live coverage of the Janet Yellen presser. Join us in the usual digs at 2:25 EST (7:25...

  23. 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...

  24. June 17, 2014

    Federal Reserve’s complex relationship with inflation

    Central banks have a complex relationship with inflation. The Bank of England maintained the easiest monetary policy in its...

  25. June 16, 2014

    ‘Yellen Index’ flashes imminent Fed tightening

    Investors are not betting Janet Yellen will follow a fellow central banker’s lead and declare interest rate rises “could...

  26. June 15, 2014

    Fed ponders fresh cuts to growth and unemployment forecasts

    For the umpteenth time since the start of the economic recovery, the US Federal Reserve is set to lower its growth and...

  27. FT Alphaville

    June 5, 2014

    Smithers: Yellen and hindsight capital

    This is an abridged version of a post by Andrew Smithers for his FT blog, one that lays out why using next year’s PE ratio...

  28. June 5, 2014

    Janet Yellen and hindsight value

    “Janet Yellen, the Fed’s head, rather bizarrely used the prospective price/earnings ratio, one of the weakest of all...

  29. May 22, 2014

    Janet Yellen’s low rates gift is Mario Draghi’s burden

    Call it Janet Yellen’s gift to the US people – and snub to Europe. The big market surprise of 2014 has been the fall in US...

  30. FT Alphaville

    May 21, 2014

    FOMC minutes: rev-repo facility working how it should

    Robin Harding summarises the discussion about the Fed’s exit strategy revealed in the FOMC minutes from the April meeting,...

  31. May 21, 2014

    US Fed debates plans to exit easy monetary policy

    The US Federal Reserve is debating yet another addition to its forward guidance as the central bank starts to plan an exit...

  32. May 15, 2014

    Squeezed middle behind US housing slump

    An unexpected slump in the US housing market has exposed the shaky fundamentals of recovery in the world’s largest economy,...

  33. May 13, 2014

    Yellen policy on rates needs clarifying

    Janet Yellen’s most important policy change since taking over at the US Federal Reserve is also the one she has least...

  34. May 11, 2014

    Data likely to support picture of strengthening US economy

    Most excitement will come this week with Thursday’s releases of the latest measure of inflation for the US as well as...

  35. FT Alphaville

    May 8, 2014

    The 6am London Cut

    Markets: Appetite for stocks has returned to Asia-Pacific following a more encouraging development in Ukraine, and after the...

  36. FT Alphaville

    May 8, 2014

    The Closer

    FURTHER FURTHER READING - Martin Wolf hosts a BBC4 show on the future of work. - Lydia DePillis on how immigration helps...

  37. May 7, 2014

    Fed’s low-rate stance set to encourage risk-taking

    The central bank punchbowl remains full to the brim and will not be taken away. That was the message from Janet Yellen, the...

  38. May 7, 2014

    Yellen warns on US housing market risk

    The US housing market slowdown poses a fresh risk to growth in the world’s largest economy, Federal Reserve chairwoman Janet...

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