Tag Archives: FT

Bit late to be bearish – FT

Posted on October 1, 2015 by macromon

Being cautious has helped British mutual funds investing in Europe, but James Mackintosh, investment editor, suggests it’s now a bit late to turn defensive. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not … Continue reading →

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Emerging ‘earthquake’? – FT

Posted on September 30, 2015 by macromon

An earthquake is approaching in emerging markets, according to Alberto Gallo, head of macro credit research at RBS. He explains to the FT’s capital markets editor, Dan McCrum, his worries and why Brazil is one of the most exposed countries. … Continue reading →

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Mind the gap – FT

Posted on September 29, 2015 by macromon

Are the troubles for Volkswagen, Glencore and emerging markets the beginning of something much worse? James Mackintosh, investment editor, finds reasons for hope that shares are just catching up with bonds – but worries abound. For more video content from … Continue reading →

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Allianz — credit bubbles have to burst – FT

Posted on September 28, 2015 by macromon

In this week’s View from the Top Alistair Gray, the FT’s insurance correspondent, talks to Allianz’s chief executive Oliver Bäte about ultra-low interest rates, asset bubbles, M&A activity and Pimco after the departure of Bill Gross. For more video content … Continue reading →

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Who is most exposed to China slowdown? – FT

Posted on September 23, 2015 by macromon

The countries most exposed to China’s slowing economy are not necessarily those you’d expect. Nikolaos Panigirtzoglou, global market strategist with JPMorgan Investment Bank, talks to the FT’s capital markets editor Dan McCrum about the banking, investment and trade links that … Continue reading →

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VW exemplifies regulatory action threat – FT

Posted on September 22, 2015 by macromon

James Mackintosh on stock picking and oil impact Analysing companies in terms of their exposure to factors such as oil, the dollar or the economic cycle is popular. James Mackintosh, investment editor, says Volkswagen is another example of a growing … Continue reading →

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Has Opec’s strategy slowed US shale output? – FT

Posted on September 21, 2015 by macromon

The price rout has led the leading energy forecasters to cut expectations for non-Opec crude output and increase their demand estimates for Opec oil. The FT’s Neil Hume and Anjli Raval discuss the outlook for oil production and the price … Continue reading →

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Wolf’s Fed Verdict – FT

Posted on September 20, 2015 by macromon

The Federal Reserve’s decision not to raise rates sparked a negative reaction from stock markets, and complaints from investors. Martin Wolf, in conversation with John Authers, defends the Fed’s decision. For more video content from the Financial Times, visit http://www.FT.com/video … Continue reading →

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An inexplicable bond sell off – FT

Posted on September 15, 2015 by macromon

Two-year Treasury yields have hit their highest yield in more than four years, on an apparently quiet day. John Authers explains why reduced liquidity has fuelled fears over what might happen when the Federal Reserve raises rates. ► Authers’ Note: … Continue reading →

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China’s capital flight explained – FT

Posted on September 12, 2015 by macromon

James Kynge, FT emerging markets editor, explains in 90 seconds how record capital outflows from China and tightening controls by Beijing are affecting companies and individuals. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video … Continue reading →

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