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    1. FT Alphaville

      November 20, 2014

      Fed of mystery and supplementary normalisation tools

      If analyst comments in our inbox are anything to go by, the latest FOMC minutes, released on Wednesday, provided nothing...

    2. FT Alphaville

      November 3, 2014

      Polish QE?

      With the European Central Bank keeping everyone guessing on the prospect of Eurozone QE, uncertainties over exactly how...

    1. FT Alphaville

      June 17, 2014

      The (early) Lunch Wrap

      Good morning New York, Would you like to hear Steve Englander, Paul Lambert, Kit Jukes, and Stephen Lewis discuss FX? Or...

    2. 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,...

    3. 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...

    4. 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...

    5. 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...

    6. 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...

    7. 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,...

    8. 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,...

    9. 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...

    10. 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...

    11. 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...

    12. 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...

    13. 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...

    14. 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...

    15. 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...

    16. 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...

    17. 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...

    18. 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...

    19. 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...

    20. 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...

    21. 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...

    22. 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...

    23. 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...

    24. 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...

    25. 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....

    26. 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...

    27. 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,...

    28. 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...

    29. 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...

    30. 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...

    31. 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...

    32. 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...

    33. 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...

    34. 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...

    35. 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...

    36. 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...

    37. 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...

    38. 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...

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