FT Alphaville

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Rates, credit, and the ‘How Screwed Are You’ diagram

Capital markets

Do we even need bond term premia models?

Asking the big questions

Office for Budget Responsibility

The OBR stays average

Our disappointment is immeasurable and our day is ruined

Anatomy of a Chinese pump and dump

Seven defendants were accused on Friday of stealing $214mn from US investors

Filling in that Tesla ‘crack’

The perils of cash flow accounting

Capital markets

Is financial arbitrage broken?

There are anomalies, and then there are ANOMALIES

FTAV’s further reading

Regime change; WWI debts; Nick Denton; eggs; shrimp; etc

Exchange traded funds

Which funds have incinerated the most value over the past decade?

The answer may not surprise you

And the FTAV charts quiz winner is…

It’s an economic miracle!

MicroStrategy Inc.

Saylor’s Strategy, and the trouble with Strife

An innovative play on bitcoin maximalism, or an instrument of maximal shareholder dilution?

Economic forecasting

Recession watch 2025

It’s heeere . . .?

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Wednesday, 26 March, 2025

Shopping and gifts
The FT Alphaville swag shop
Yes, we have one
Tuesday, 25 March, 2025

FTAV’s further reading
Group texts; 23andMe; money laundering; fake customers; woo science; etc
Monday, 24 March, 2025

FTAV’s further reading
An “abundance” of takes; Cats; German military Keynesianism; FADFO; Columbia folds; etc
Friday, 21 March, 2025

Weekend Warriors
FTAV’s Friday charts quiz
The Steve Chartin
Friday, 21 March, 2025

FTAV’s further reading
Mexico City; AI book digestion; bird flu; used Teslas; Substack; lawns; Deutsche Boerse; psychoanalysis; and definite articles
Friday, 21 March, 2025

Retail trading
Danke memes: have Eurostonks finally found their rizz?
(How many headlines do you write per day that would kill a Victorian child?)
Thursday, 20 March, 2025

International Monetary Fund
The Age of Net Errors and Omissions is over. The time of Statistical Discrepancy has come
Also, what’s the BoP treatment of OnlyFans?
Thursday, 20 March, 2025

UK economy
Yields up, (long-dated) borrowing down?
A short-cut for UK debt issuance
Thursday, 20 March, 2025

Equities
Retail traders are BTFD in Tesla
Bagholders unite
Thursday, 20 March, 2025

Tesla Inc
Cantor family values
Sellside, meet oligopoly
Thursday, 20 March, 2025

FTAV’s further reading
Angels; bank crisis ’23; swine; Vanity Fair; Fannie Mae; research; AI; and trees
Thursday, 20 March, 2025

Office for Budget Responsibility
It’s time for yet another UK fiscal event. Will the OBR fix its BoE bond-sale projections?
MaPS, they don’t love you like we love you
Wednesday, 19 March, 2025

Tesla Inc
$1.4bn is a lot to fall through the cracks, even for Tesla
When money spent on assets doesn’t result in assets
Wednesday, 19 March, 2025

FTAV’s further reading
Abundance; doggy bags; BTFP; handbags; animal sounds; Gavin Newsom; the humble axolotl; and salt
Wednesday, 19 March, 2025

Monetary Policy Committee UK
Was Catherine Mann right to pivot? With charts and historical enquiry, we fail to answer that question
The Descent of Mann
Tuesday, 18 March, 2025

US politics & policy
‘If Trump defies a Supreme Court order, will it matter to markets?’
Uncomfortable sell-side headlines for $1,000 please Alex
Tuesday, 18 March, 2025

US politics & policy
The Capital One shakedown
Business-friendly-as-a-service
Tuesday, 18 March, 2025

Capital markets
Just some slides from today’s BoA fund manager survey
Interposed with photos of Donald Trump playing golf
Tuesday, 18 March, 2025

High yield bonds
Is credit cruising for a bruising?
Parsing the junk bond market entrails for clues
Tuesday, 18 March, 2025

FTAV’s further reading
Markets; Satoshi; more markets; yet more markets; ‘private rooms’; the Brothers Grimm; and pineapples
Monday, 17 March, 2025

And the FTAV chart quiz winner is . . .
Chartichoke hearts
Monday, 17 March, 2025

Investment Banking
Hunting the hidden hoards of Wall Street
Everything’s fantastic and nobody’s happy
Monday, 17 March, 2025

High yield bonds
Here’s an interesting debt market outlier
Private markets FTW
Monday, 17 March, 2025

FTAV’s further reading
Canada; Substack; AI workers’ right; The Beatles; and a coup
Friday, 14 March, 2025

Barr Rosenberg
RIP quant-father Barr Rosenberg
The ‘accountant of risk’ has passed away