We love financial plumbing, debt crises, balance sheets, margin calls, economic puns and snark.
Meet the team here and follow us on X @FTAlphaville
The Fed needs to jack up rates NOW
‘Traditional lenders like banks usually won’t offer this kind of loan . . . But we’re different’
Caveat creditor
Savoury relief
What’s CECL trying to tell us?
Pond prices move inversely to yields
Vermeer; Android; Sonia; antiquity; Mark Zuckerberg; Sahmesque Rules; private credit funds; the Stevensons; and a cannon
Small caps, small consequences
Checking in on the graviton particle of economics
How to make sense of this year’s stop-start rally in US small caps
VIXed feelings
The subtle art of giving a shirt
National Geographic; ex-bananas; cheapflation; a cow; Parkinson’s disease; central bank reserves; LLM politics; Ozempic; geoengineering; and Sweden
BofA; AI bubbles; handedness; writers; yen; Spotify; gardening; and US recession
The real American ‘superstonks’
David Solomon; the ‘strategic bitcoin reserve’; humanities; nuclear power; the CIA; riots; Stapler; AI music; and OpenStreetMap
Rules are made to be broken
Chart Garfunkel
JPMorgan loves to say they told you so
Going with the flows
China; SpaceX; a boiler room script; home advantage; new video games; old video games; and fossils
And we have the charts to prove it
Sahm; Intel; the US trade deficit; Swiss francenstein’s monster; AI slop; empathy punishments; and Winamp skins
It’s over. Maybe
China; growth and inequality; ending poverty; workplace violence; stablecoins; frugality; and Appalachia
Shameless summer content beg 👇
Net interest margins; yen carry trades; private equity; government debt; shorts; restaurant reviews; and Creed
It’s all about the gilt tilt
40 per cent potato, 100 per cent controversial
Carry fissure
drumrolldrumrolldrumrolldrumroll
Bottoms up
Riots; inequality; espionage; electric cables; coinage; American leadership; food delivery; Trumpcoin; and introversion
Don’t chart now
The Bank of England; libel; focus; the Cotswolds; table tennis; prime numbers; money; and New Towns
Hello uptiers, trapdoors, dropdowns, and double dips
Jobs a bad ’un