Tag Archives: FT

The economic outlook from Davos – FT

Posted on January 26, 2015 by macromon

Economics editor Chris Giles reports on the final day of the World Economic Forum, where the oil price and QE in Europe were cause for optimism but there was caution over the expected divergence in central bank policies. For more … Continue reading →

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Copper price clobbered – FT

Posted on January 14, 2015 by macromon

Copper has fallen to a five-and-a-half-year low, hit by Chinese selling on growth worries. Lex’s Rochelle Toplensky and Alan Livsey discuss what has triggered the sharp drop and how producers will fare at this price. Make better investment decisions with … Continue reading →

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India’s economic reforms gather pace – FT

Posted on January 12, 2015 by macromon

Jayant Sinha, India’s minister of state for finance, talks to the FT about the government’s reform programme and the country’s push to improve its manufacturing sector. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video … Continue reading →

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Hall of Mirrors – FT

Posted on January 9, 2015 by macromon

The FT’s John Authers talks to Barry Eichengreen of the University of California at Berkeley about his new book on the differences between the Great Recession and the Great Depression, and the uses and abuses of history. Click here for … Continue reading →

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Deflation: transitory? – FT

Posted on January 8, 2015 by macromon

On the day the eurozone officially dropped into deflation, John Authers looks at growing market worries about disinflation in the US. Will the oil price fall prove to be transitory? Click here for more Authers Note videos http://video.ft.com/Authers-Note (click here … Continue reading →

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Martin Wolf on global debt overhang

Posted on January 6, 2015 by macromon

FT chief economics commentator Martin Wolf discusses global debt sustainability with Gavyn Davies, chairman of Fulcrum Asset Management. They point out the improving situation in the US and UK, but are concerned about the eurozone periphery and China. For more … Continue reading →

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FT predictions for 2015

Posted on December 31, 2014 by macromon

Leader writer James Blitz discusses with Vanessa Kortekaas the FT’s big predictions for 2015 – on everything from politics and house prices to oil and Bitcoin. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video … Continue reading →

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Charts for Christmas: emerging markets – FT

Posted on December 30, 2014 by macromon

John Authers looks at the sharp fall in commodity prices in 2014, and the effect this had on emerging markets. Could commodity prices have hit bottom? Click here for more Authers Note videos http://video.ft.com/Authers-Note (click here if video is not … Continue reading →

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Bear case for US equities – FT

Posted on December 29, 2014 by macromon

Mean reverting profit margins?   Stay tuned. John Authers on the case for the US equity bears in 2015: profit margins must surely fall, the labour market is not as strong as it looks, and rates will probably rise. For more … Continue reading →

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Reading the 2014 flows – FT

Posted on December 28, 2014 by macromon

Investors this year have been keen on the US but have given up on Europe. Markit analyst Simon Colvin explains to capital markets editor Ralph Atkins that despite this, delving into more granular ETF flows, investors were less risk averse, … Continue reading →

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