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  1. FT Alphaville

    March 22, 2013

    Intransigence in the face of Cyprus

    The single currency, and financial markets generally, have been stubbornly stable in the face of the Cypriot mess (ongoing,...

  2. May 31, 2012

    Talking point: picking the safest haven

    US and German government bonds have become the asset class of choice given high levels of uncertainty over the eurozone debt...

  1. May 11, 2012

    Economic outlook: Fed runes to be read

    Traders will seek fresh insight into central banks’ thinking on the need for more economic stimulus this week. Minutes from...

  2. February 2, 2012

    Can the new year rally be sustained?

    The strong start to 2012 for global equities, commodities and peripheral eurozone debt has sparked hopes that the markets...

  3. FT Alphaville

    August 4, 2011

    What was that about QE3?

    US stocks ended their bear run on Wednesday but it was tin hat time again on Thursday morning. Idle QE3 chit chat between...

  4. FT Alphaville

    July 29, 2011

    In a brave new world, there are no benchmarks

    UK retailer John Lewis proudly boasts that it has never been knowingly undersold in the market. Its retail prices,...

  5. FT Alphaville

    July 15, 2011

    More on fiscal union as the ultimate solution

    On Friday, the theme of fiscal resolution to the European problem was gaining ground once again Pimco’s Mohammed El Erian,...

  6. June 20, 2011

    Overview: Greek crisis keeps investors on edge

    Risk assets began the week without a clear trend as uncertainty over the sovereign debt crisis in the eurozone continued to...

  7. June 12, 2011

    Economic Outlook: US offers growth clues

    A data-heavy week for the world’s two largest economies will provide more clues to the likely length of the US’s “soft...

  8. May 25, 2011

    Time to ‘sell in May and go away’?

    Markets have turned risk-averse since the start of May, with world stocks falling more than 5 per cent and commodities...

  9. May 16, 2011

    Europe debt concerns keep investors wary

    A focus on sovereign debt problems, with Europe’s finance ministers meeting in Brussels, and lacklustre US manufacturing...

  10. May 12, 2011

    Depression economics

    Ben Bernanke is an expert on the Great Depression. But neither the Federal Reserve chairman nor anyone else has an answer to...

  11. May 10, 2011

    Mood brightens as eurozone debt fears ease

    An easing of eurozone sovereign debt tensions and optimism over the global economy offered support to world equity and...

  12. April 4, 2011

    Equities pause for breath after rebound

    Optimism over the global recovery helped industrial commodities and high-yielding currencies start the week on a positive...

  13. March 15, 2011

    Global overview: Japan plunge sparks global falls in stocks

    A growing sense of panic over Japan’s nuclear crisis triggered a steep sell-off in the Nikkei and sent shares tumbling...

  14. January 25, 2011

    UK output shock triggers equities sell-off

    A growth shock in the UK and disappointment at the latest batch of US earnings was balanced by confidence ahead of a Federal...

  15. January 13, 2011

    Debt sales bolster single currency

    A two-way pull between more good news on eurozone debt and disappointing US jobs data left equity and commodity prices...

  16. January 7, 2011

    Equity bulls should beware recovery potholes

    Over the past couple of months there has been a dramatic change in investor sentiment as stock markets have rallied. Signs...

  17. December 10, 2010

    Treasuries drop back to earth with a bump

    This week’s sell-off in US Treasury bonds has been acute. Over the course of two frenetic days prices suffered their biggest...

  18. November 22, 2010

    Wall Street losses led by financials

    The financial sector led US stocks lower as the Irish bail-out spread fears of further problems for European banks. The S&P...

  19. FT Alphaville

    November 19, 2010

    To rebuild an Irish banking system, part one

    Routing international aid through the Irish sovereign to recapitalise Irish banks — this scenario isn’t if but when; and...

  20. FT Alphaville

    October 29, 2010

    US Q3 GDP results are in, bang on forecast [updated]

    The US economy grew exactly as analysts predicted in the third quarter. Though likely not as much as the Federal Reserve...

  21. October 14, 2010

    Weak dollar boosts equities to two-year high

    The dollar’s slide to a 2010 trade-weighted low helped push global equities to their best levels for two years and gold to a...

  22. FT Alphaville

    October 13, 2010

    You start a QE conversation, you can't even finish it

    The more central bankers comment the more QE2 gets priced in, these days. Exhibit A: recent post-FOMC statement reaction....

  23. October 11, 2010

    Talks help guard against currency war

    Talks between financial leaders this weekend did not produce a currency accord, but this does not necessarily mean they were...

  24. FT Alphaville

    September 27, 2010

    A hold-out in the devaluation wars

    Schwing! As they might be saying at European Central Bank HQ: That’ll be the euro sauntering past $1.35 at pixel time,...

  25. September 22, 2010

    Fed stance on easing sends dollar into retreat

    Central bank policy was the chief theme of Wednesday’s session as global investors digested statements from the US Federal...

  26. FT Alphaville

    September 20, 2010

    Britain's AAA-usterity, courtesy of Moody's

    First the AAA-rated Euro bailout fund, now this. Moody’s was obviously feeling generous on Monday. It’s kept the UK’s top...

  27. September 16, 2010

    Jitters over austerity measures prolong fall

    European equities fell for the third session in a row on Thursday after investors raised concerns over the outlook for...

  28. FT Alphaville

    September 13, 2010

    Basel, behind the Maginot Line

    It’s not the capital, it’s the liquidity. It’s not the Maginot Line; it’s how many Panzers are pummelling through the...

  29. FT Alphaville

    September 9, 2010

    Central banks are depressing (yields)

    Stephen Lewis at Monument Securities is trying to rationalise the ultra-low state of government bond yields. It all started...

  30. FT Alphaville

    August 25, 2010

    Japan, the Big Pffft, and P/E ratios

    The bond market seems more or less unassailable in its apparent fear of deflation at the moment. Which suggests rather nasty...

  31. August 24, 2010

    FSA fines Zurich UK £2.27m for data loss

    The UK insurance arm of Zurich Financial Services has been fined a record £2.275m for losing the personal details of 46,000...

  32. FT Alphaville

    July 30, 2010

    US GDP comes in below consensus at 2.4 per cent

    US GDP grew at an annualised rate of 2.4 per cent in the second quarter, according to Commerce Department data released on...

  33. FT Alphaville

    July 28, 2010

    Keeping the pedal on the UK metal, with Merv

    GDP surprising on the upside; sales trading up; sterling on a rocket — the British economy’s looking pretty good at the...

  34. FT Alphaville

    June 21, 2010

    Renminbi variations

    So China moves to flexibility in the renminbi, presenting a token diplomatic gesture before G20 talks, but ultimately not...

  35. FT Alphaville

    May 17, 2010

    Please do shut it, George

    Here’s a intriguing argument for why the new British government shouldn’t talk itself up as taking action to stop the UK...

  36. May 15, 2010

    Enthusiasm for eurozone bail-out fades away

    Investor confidence waxed and waned this week as an initial burst of exuberance at the €750bn emergency funding facility...

  37. May 14, 2010

    Enthusiasm for euro bail-out fades

    Investor confidence waxed and waned this week as an initial burst of exuberance at the €750bn emergency funding facility...

  38. FT Alphaville

    April 27, 2010

    Restructuring the Parthenon, Part II

    What’s Greek for junk? Because that’s where Greece’s sovereign debt is, after S&P slashed its rating by three notches to...

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