Tag Archives: FT

Six Charts of Christmas: Market breadth – FT

Posted on December 28, 2015 by macromon

John Authers asks why the performance of the US equity market has come to be dominated by a few big companies. ► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs (click here if video is not observable)

Posted in Equities, Uncategorized | Tagged , | Leave a comment

Fed caught in a bind – FT

Posted on December 15, 2015 by macromon

Bond market veteran Dan Fuss from Loomis Sayles discusses whether traders are prepared for an interest rate increase and the outlook for further rises in 2016. For more video content from the Financial Times, visit http://www.FT.com/video

Posted in Fed, Uncategorized | Tagged , , | Leave a comment

Mega caps the force reawakens – FT

Posted on November 21, 2015 by macromon

A small group of giant companies now dominate US stock market returns, as investors resign themselves to higher rates from the Federal Reserve next month. John Authers reports. For more video content from the Financial Times, visit http://www.FT.com/video (click here … Continue reading →

Posted in Equities, Uncategorized | Tagged , , , | Leave a comment

Is stagnation destiny? – FT

Posted on November 15, 2015 by macromon

Stag is a certainty, either in the form of stagflation or stagnation, according to UBS’s Lutfey Siddiqi. He tells John Authers why and also explains that technology may not help avoid this gloomy outlook and could even make it worse. … Continue reading →

Posted in Economics | Tagged , | Leave a comment

Payroll Friday – FT

Posted on November 8, 2015 by macromon

John Authers explains why surprising US employment data have left the market pricing a rate rise next month as a virtual certainty. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

Posted in Employment | Tagged , , | Leave a comment

Global equities Goldilocks on ice – FT

Posted on November 1, 2015 by macromon

The global economy stays cold enough to keep central banks pumping out easy money, but not so cold that it degenerates into another Great Recession. John Authers explains the continuing resilience of world stock markets. For more video content from … Continue reading →

Posted in Equities | Tagged , , | Leave a comment

Money flows again to the US – FT

Posted on October 26, 2015 by macromon

John Authers reports on how easier monetary policy from China helped drive a further rebound in world stock markets. The biggest beneficiary seems to be the US. For more video content from the Financial Times, visit http://www.FT.com/video (click here if … Continue reading →

Posted in Equities, Monetary Policy | Tagged , , , | Leave a comment

Fund managers look to digital future – FT

Posted on October 11, 2015 by macromon

How technology is changing the investment industry Asset managers have been criticised for being slow to adapt to digital challenges. Euan Munro, chief executive of Aviva Investors, tells FTfm’s Chris Flood how technology is changing his business. For more video … Continue reading →

Posted in Equities | Tagged , , | Leave a comment

Japan’s economy v company reform – FT

Posted on October 6, 2015 by macromon

James Mackintosh on economic woes facing Japanese equities Abenomics has one bright point: Japanese corporate governance is improving fast. Unfortunately, says investment editor James Mackintosh, even the best-run company is not immune to the economic cycle. For more video content … Continue reading →

Posted in Japan | Tagged , , | Leave a comment

Bad payrolls equal weaker dollar? – FT

Posted on October 3, 2015 by macromon

John Authers on disappointing unemployment data in the US, and a volatile market reaction. Filmed by John Authers. Edited by Paolo Pascual. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

Posted in Dollar, Employment | Tagged , , , | Leave a comment