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    1. May 10, 2016

      Political risk climbs up the agenda for markets

      Investors used to yawn at elections and other political risks. These days they can’t stop talking — and worrying —...

    2. April 12, 2016

      Robust yen spooks investors and baffles BoJ

      In a recent episode of Japan’s best-watched daytime television show, celebrity guests were asked to admire a stack of...

    1. February 1, 2016

      Switch to services bodes ill for emerging world

      In 2014, for the first time since records began and almost certainly for the first time in human history, services,...

    2. Fast FT

      January 4, 2016

      Argentina and Brazil: trading places

      A peculiar role reversal is taking place between South America’s largest economies. Argentina, long the region’s...

    3. August 26, 2015

      Fed interest rate rise falls rapidly down the probability scale

      If there is one thing US policymakers have learnt from Europe’s handling of the Greek debt crisis, it is how to put off...

    4. August 25, 2015

      Suck it and see — China’s sherbet lemon economy

      Does China have a sherbet lemon economy? Like the boiled sweet, China’s landing may be hard on the outside but soft in...

    5. April 15, 2015

      Dollar bulls exude patience and wait for sunny data

      Betting on further strength for the US dollar has become a crowded trade in the parlance of traders and such...

    6. March 30, 2015

      Risks of following the crowd on dollar and yuan

      If there is consensus on any single trade these uncertain days, it is that the dollar will continue rising, up 23 per...

    7. March 3, 2014

      ‘White gold’ turns New Zealand into the ‘Saudi Arabia of milk’

      slideshow It was once derided as a country with 20 sheep for every person. But it is now cows that rule resplendent as...

    8. beyondbrics

      September 2, 2013

      EM sell-off overdone, says Chow of Barclays

      Has the EM sell-off been overdone? Koon Chow, fixed income strategist at Barclays, thinks it has. In a note on Monday...

    9. June 6, 2013

      Yen’s rebound poses currencies headache

      It looked like the world’s easiest trade. Hedge funds made billions on it. Some investors made 30 per cent in a matter...

    10. May 28, 2013

      Rand hits four-year low as investors flee

      The South African rand has emerged as the one of the biggest casualties of the fall in commodity prices and the...

    11. February 10, 2013

      Investors dive into euro-yen policy gap

      Currency investors are profiting from an emerging policy divide between Europe and Japan that some believe has the...

    12. December 13, 2012

      Forex dealers forced to change strategies

      “This year sucked,” is the verdict on the currency markets in 2012 from one bank’s head forex trader. Investors are...

    13. September 25, 2012

      Hedge fund sceptics warn on ‘QE Infinity’

      “A man’s got to know his limitations,” says “Dirty Harry” Callahan, the gun-toting, rule book-ignoring cop immortalised...

    14. FT Alphaville

      October 31, 2011

      Forex strategist launches new hedge fund

      Stephen Jen, one of the world’s best-known foreign exchange strategists, is to launch his own hedge fund on Tuesday. Mr...

    15. October 31, 2011

      Forex strategist launches new hedge fund

      Stephen Jen, one of the world’s best-known foreign exchange strategists, is to launch his own hedge fund on Tuesday. Mr...

    16. April 1, 2011

      Forex strategist to launch hedge fund

      Stephen Jen – one of the world’s best known foreign exchange strategists – is preparing to launch his own hedge fund....

    17. February 27, 2010

      Nervous investors wait for uncertainty to clear

      Markets remained unsettled this week as investors waited for developments in the Greek saga and debated the...

    18. February 26, 2010

      Nervous investors wait for uncertainty to clear

      Markets remained unsettled this week as investors waited for developments in the Greek saga and debated the...

    19. FT Alphaville

      February 26, 2010

      Renminbi ructions: to revalue or not to revalue?

      Recent developments in both China and the US have boosted speculation that the People’s Republic is preparing to let...

    20. FT Alphaville

      February 5, 2010

      Bluegold hedge fund denies causing WTI volatility

      There are some very intriguing flashes coming out on Reuters regarding the BlueGold hedge fund on Friday: RTRS-HEDGE...

    21. FT Alphaville

      October 27, 2009

      South Korea in a won-win situation

      From gloom and doom just eight months ago to figures showing the strongest quarterly economic growth in seven years on...

    22. FT Alphaville

      October 21, 2009

      Brazil - more taxing issues

      Brazil may well be, as Lex puts it, a “victim of its own economic success”. But its surprise move to impose a 2 per...

    23. FT Alphaville

      August 25, 2009

      Goldilocks peers through the green shoots

      Much of the optimistically herbivorous talk about “green shoots” has died down, thankfully. But amid the still-heated...

    24. FT Alphaville

      August 4, 2009

      Stocks, commodities and the dollar: Where to next?

      While global stock markets surged on Monday, the dollar and the yen, seen in the past seven months as havens for...

    25. FT Alphaville

      March 18, 2009

      A 'game-changer' for the euro - and a coming CHF bloc

      Morgan Stanley’s currency expert and emerging markets strategist Stephen Jen has been quick to leap on the significance...

    26. FT Alphaville

      March 12, 2009

      Getting the IMF to take the heat -- and sell its gold?

      The latest partial solution to many problems besetting – well, all kinds of sectors and areas of the world – seems to...

    27. FT Alphaville

      March 11, 2009

      The Eastern European carry-trade meltdown, reviewed

      As reported here previously, much of the panic surrounding western European exposure to CEE fragility was focused on a...

    28. FT Alphaville

      February 26, 2009

      More about the yen: Y115 by year end?

      We noted on Wednesday the growing debate over whether the yen’s recent decline is a temporary slide or a more serious,...

    29. FT Alphaville

      February 16, 2009

      Forex failure continues in Poland

      It’s getting bleaker by the minute in Eastern Europe. In case you didn’t catch the latest from the Telegraph’s Ambrose...

    30. FT Alphaville

      December 4, 2008

      'Carry-on Henry Paulson' in China

      What a carry-on. Hank Paulson is back in China for another US-Sino “strategic economic dialogue” – top mission, as...

    31. FT Alphaville

      November 7, 2008

      You can't even depend on the SWFs

      Morgan Stanley’s global head of currency research Stephen Jen is scaling back his view on the might of the sovereign...

    32. FT Alphaville

      October 27, 2008

      That emerging market exposure

      As the world faces up to the risk of emerging market failure, banks’ current exposure – as estimated by the Bank of...

    33. September 5, 2008

      The Short View

      The dollar is smiling. A graph of the dollar against a trade weighted index this year looks like a smile - dipping 7...

    34. September 4, 2008

      The Short View: Smiling dollar

      The dollar is smiling. A graph of the dollar against a trade weighted index this year looks like a smile – dipping 7...

    35. FT Alphaville

      June 20, 2008

      How to survive stagflation

      Chart(s) of the day – Morgan Stanley’s stagflation matrix: From the MS asset allocation committee, which includes FT...

    36. March 18, 2008

      S Korean won bolstered by intervention

      The South Korean won recorded its biggest daily rise in three years on Tuesday on the back of a suspected intervention...

    37. March 3, 2008

      Insight: Petrodollar tsunami to hit euro and dollar

      With crude oil at $100 a barrel, there is going to be a massive transfer of global financial wealth from oil consuming...

    38. FT Alphaville

      February 11, 2008

      If you can't beat the SWFs....

      Stand by for more bashing of the sovereign wealth funds. Evil hedge funds are so 2006 and private equity has been...

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