Tag Archives: FT

Greece three years on – FT

Posted on July 24, 2014 by macromon

Calm has returned to Greece after the anti-austerity riots three years ago. The economy is expected to grow this year for the first time since 2007. Ralph Atkins, capital markets editor, analyses the country’s progress and the work still to … Continue reading →

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Brazil’s World Cup hangover – FT

Posted on July 15, 2014 by macromon

As Brazilians try to get over their humiliating World Cup defeat, a bigger problem looms on the horizon: the country’s struggling economy. Samantha Pearson, the FT’s Brazil reporter, looks at what is worrying Brazilians and how this might affect the … Continue reading →

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Who’s the fairest index of all? – FT

Posted on July 14, 2014 by macromon

Most active fund managers fail to beat their benchmark index. But it’s worse than that. That benchmark is often weighted by market value, meaning the most expensive stocks are overweighted. Tim Edwards, director of index strategy at S&P Dow Jones … Continue reading →

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France’s Problems – FT

Posted on July 13, 2014 by macromon

Michael Stothard, Paris correspondent, talks to French finance minister Michel Sapin about the problems facing the country, the strong euro and what the government’s reforms — the so-called responsibility pact — hope to achieve. For more video content from the … Continue reading →

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Reverse Repo in 60 seconds – FT

Posted on July 10, 2014 by macromon

The cost of Fed liquidity is supposed to influence rates across the board, including those charged to the non-bank sector. However, since the crisis, private collateral rates have not always followed suit. The Fed Reverse Repo facility aims to change … Continue reading →

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Muddy Waters expects China correction – FT

Posted on July 7, 2014 by macromon

FT Alphaville writer David Keohane talks to US short seller and founder of Muddy Waters Research, Carson Block, about his view that China will see a sharp downward trend in GDP as a result of its debt overhang, despite attempts … Continue reading →

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Fine-tuning Shiller’s Cape – FT

Posted on July 2, 2014 by macromon

Nobel laureate Robert Shiller is famous for the cyclically adjusted price earnings ratio (Cape), which he used to predict the dotcom bubble. Alain Bokobza, of Société Générale, argues to the FT’s John Authers that it now needs adjustment for tax … Continue reading →

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Quest for yield in emerging markets – FT

Posted on July 1, 2014 by macromon

FT senior investment columnist John Authers talks to Omar Negyal, portfolio manager, emerging markets income, at JP Morgan about his strategy to capitalise on cheap emerging markets by focusing on dividend yields. For more video content from the Financial Times, … Continue reading →

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So far, so good for Brazil – FT

Posted on June 27, 2014 by macromon

Good piece. Fears that Brazil’s infrastructure would be overwhelmed have so far proven overblown. There have been some flight cancellations, poor communications at some games and other problems, but the FT’s Brazil bureau chief Joseph Leahy reports that generally things … Continue reading →

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Euro Debt Constraining Growth – FT

Posted on June 26, 2014 by macromon

Ralph Atkins, the FT’s capital markets editor, discusses high private sector debt levels in the eurozone with Moritz Kraemer, S&P’s chief sovereign ratings officer. Mr Kramer says Europe is ‘in for the long haul’ on debt deleveraging. For more video … Continue reading →

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