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FT MagazineThe Guide to Good Meat
A no-fear guide to navigating the butcher’s shop
...What’s ‘ex-dairy’?...
March 23, 2024
Unhedged
Inflation narrative whiplash Premium content
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
April 17, 2024
FT Live
US Decarbonization and Industrial Transition Summit
Securing the resources to build and finance America's clean energy future
Wednesday, 29 MayWashington, D.C., USA
Economists Exchange
Charles Goodhart: ‘We’re in for a fiscal crisis down the road and we don’t know how to solve it’
...The context for that was the turmoil around Silicon Valley Bank, et al....
December 14, 2023
Transcript
Transcript: The Unhedged Awards
...The rap sheet for Binance covered a lot of ground, and I mean a lot of ground, like trades with North Korea, trades with Iran, trading with al-Qaeda, trading with Isis, involvement in the narcotics trade...
December 21, 2023
UnhedgedRobert Armstrong
Opec isn’t scaring anyone
...The addition of the “+” countries (Russia, Kazakhstan, Mexico et al) to the cartel have increased its market share....
April 4, 2023
FT Magazine
On the hunt for oligarchs in the ‘wild west’ of corporate intelligence
...The gallery staff were just horrified at us.”...
April 28, 2022
FT Live
US Pharma and Biotech Summit
Strategies for innovation, pricing and access
Thursday, 16 MayNew York, NY, USA
Equities
Markets Now - Wednesday 15th July 2020
...However, the increasing and on-going spread of COVID-19 in the US has increased investor debate about the sustainability of the V with US states now needing to slow or reverse some of their reopening plans...
July 15, 2020
Equities
Markets Now - Thursday 14th May 2020
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
May 14, 2020
Unhedged
Navigating under a cloud strewn sky Premium content
...‘They’ (the Fed) are looking at ‘us’ (equities, the yield curve et al), and we the market, are looking at them, in a veritable echo chamber — as ‘we’ are both looking at the same data.”...
November 1, 2019
UK business
UK economists’ survey: recovery will be slower than in peer countries
...Linda Yueh: The Bank of England has scope to loosen monetary policy which would help, including signalling just like the ECB and the Fed....
January 3, 2021
Equities
Markets Now - Wednesday 18th March 2020
...But if you still have the stomach for some thematically V-shaped marketing materials, here are a few highlights from the latest slide deck from David Kostin, Goldman Sachs’ US Equity Strategist. 11:00am...
March 18, 2020
beyondbricsCurrencies
This is not an EM-wide crisis — yet
...al....
September 7, 2018
FT AlphavilleDavid Keohane
A circuit breaker for the Wunderbund?
...We suppose, before getting to what might stop this, one should probably discuss what’s hitting the Wunderbund et al. Still early in the day, after all....
May 7, 2015
FT AlphavilleSujeet Indap
Beta max
...For a company like Rural that is traded on a major exchange, ―[t]urnover measured by average weekly trading of . . . 1% would justify a substantial presumption‖ of market efficiency. 5 Bromberg et al., Bromberg...
June 19, 2015
FT AlphavilleDavid Keohane
Bretton Woods II, the India phase?
...Those developing countries then ship their gains back to the US et al as a form of collateral against new lending as the net foreign assets of poor countries support the risks taken by their richer brethren...
August 28, 2014
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
Gavyn Davies
The Great Moderation, Version 2.0
...Statistical studies (see for example Gadea et al) confirm that there has been no significant break in the behaviour of volatility in the five year period since 2008, compared to that experienced during GM...
April 13, 2014
beyondbricsMarkets
Guest post: Putin and the Sochi Potemkin village
...Timothy Ash is head of emerging markets research ex-Africa at Standard Bank. A version of this post was issued as a note to clients on Tuesday....
January 7, 2014
FT Magazine
Royal Mail: the inside story
...Greene herself steers clear of criticising Amazon but she angrily sums up the challenge from Whistl et al like this: “This is not the kind of competition that drives efficiency....
October 17, 2014
FT AlphavilleJoseph Cotterill
Argentina’s pari passu upset — redux
...After all, here’s a US district court judge holding forth in Ex-Im Bank v Grenada this week (basically to confirm that more work is needed in that case to see if Grenada’s been as “recalcitrant” a debtor...
August 23, 2013
FT AlphavilleJoseph Cotterill
Pari passu: judgment day
...Although contrast GMO et al: That’s rather more convoluted. In fact, it’s a recipe for a sovereign bankruptcy regime in US courts....
June 27, 2013
Gavyn Davies
Germany pivotal for soft patch in global activity
...A surprising feature of the nowcasts published by Professor Reichlin et al is that Germany (green line above) is becoming embroiled in the general weakness of the eurozone to a much greater extent than the...
April 7, 2013
FT AlphavilleEurozone economy
The 6am Cut London
...(Financial Times) Fed vs banks on mortgage profits: Federal Reserve officials and mortgage industry representatives clashed at a meeting Monday over claims that US banks are profiting from new loans....
December 4, 2012
FT AlphavilleJoseph Cotterill
A eurozone safe against, or is it safe for, sovereign holdouts? Part two
...So it’s not surprising that the first response from Buchheit et al is to answer back with bits of the bond contract that suggest sneaky loopholes instead....
February 19, 2013
FT AlphavilleDavid Keohane
The (early) Lunch Wrap
...Kate argues that Verleger’s view of a hypothetical Saudi et al response to lower prices and/or production is compelling, in that it doesn’t follow that more prolific US oil supply will mean lower global...
January 7, 2013
FT Magazine
A personal dispatch from Afghanistan
...It was this conflict during the 1990s that created the fertile ground in which Osama bin Laden expanded al-Qaeda and pulled the US, UK and other Nato countries into perhaps their last big infantry conflict...
April 27, 2012

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