http://ftalphaville.ft.com/blog FT Alphaville from FT.com Wed, 10 Feb 2010 01:21:55 +0000 http://wordpress.org/?v=2.9.1 en hourly 1 http://ftalphaville.ft.com/blog/2010/02/09/145546/regulation-in-pictures/ http://ftalphaville.ft.com/blog/2010/02/09/145546/regulation-in-pictures/#comments Tue, 09 Feb 2010 21:31:57 +0000 Paul Murphy http://ftalphaville.ft.com/blog/?p=145546


And here’s the governor of the Bank of England, at play (we think) ahead of the G7 in Canada,...]]> http://ftalphaville.ft.com/blog/2010/02/09/145546/regulation-in-pictures/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/145506/five-negatives-and-one-mixed-the-barcap-take-on-us-regulatory-reform/ http://ftalphaville.ft.com/blog/2010/02/09/145506/five-negatives-and-one-mixed-the-barcap-take-on-us-regulatory-reform/#comments Tue, 09 Feb 2010 20:52:56 +0000 Paul Murphy http://ftalphaville.ft.com/blog/?p=145506
Click to enlarge, obviously. It’s in two parts.





You’ve got to feel for the bank analysis community right now....]]> http://ftalphaville.ft.com/blog/2010/02/09/145506/five-negatives-and-one-mixed-the-barcap-take-on-us-regulatory-reform/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/145476/a-grandee-speaks-up-for-little-england/ http://ftalphaville.ft.com/blog/2010/02/09/145476/a-grandee-speaks-up-for-little-england/#comments Tue, 09 Feb 2010 20:05:02 +0000 Paul Murphy http://ftalphaville.ft.com/blog/?p=145476
Carr,...]]> http://ftalphaville.ft.com/blog/2010/02/09/145476/a-grandee-speaks-up-for-little-england/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/145371/cics-push-in-asia-could-faces-resistance/ http://ftalphaville.ft.com/blog/2010/02/09/145371/cics-push-in-asia-could-faces-resistance/#comments Tue, 09 Feb 2010 19:50:06 +0000 NesilStaney http://ftalphaville.ft.com/blog/?p=145371 http://ftalphaville.ft.com/blog/2010/02/09/145371/cics-push-in-asia-could-faces-resistance/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/145426/oh-yes-they-will-oh-no-they-wont/ http://ftalphaville.ft.com/blog/2010/02/09/145426/oh-yes-they-will-oh-no-they-wont/#comments Tue, 09 Feb 2010 18:28:05 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=145426


And apparently the pick-me-up had something to do with flashes like these out of Reuters:

RTRS-BILATERAL AID FOR GREECE AND MEASURES AGREED...]]> http://ftalphaville.ft.com/blog/2010/02/09/145426/oh-yes-they-will-oh-no-they-wont/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/145286/the-next-leg-of-the-great-bear-market-has-begun/ http://ftalphaville.ft.com/blog/2010/02/09/145286/the-next-leg-of-the-great-bear-market-has-begun/#comments Tue, 09 Feb 2010 16:03:31 +0000 Neil Hume http://ftalphaville.ft.com/blog/?p=145286
I...]]> http://ftalphaville.ft.com/blog/2010/02/09/145286/the-next-leg-of-the-great-bear-market-has-begun/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/145201/goldmans-trojan-greek-currency-swap/ http://ftalphaville.ft.com/blog/2010/02/09/145201/goldmans-trojan-greek-currency-swap/#comments Tue, 09 Feb 2010 15:25:49 +0000 Tracy Alloway http://ftalphaville.ft.com/blog/?p=145201
The Spiegel is reporting that Goldman Sachs helped Greece cover up part of its whopping deficit. The deal was reportedly done via a currency swap,...]]> http://ftalphaville.ft.com/blog/2010/02/09/145201/goldmans-trojan-greek-currency-swap/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/145196/bolton-on-tour/ http://ftalphaville.ft.com/blog/2010/02/09/145196/bolton-on-tour/#comments Tue, 09 Feb 2010 15:03:43 +0000 Neil Hume http://ftalphaville.ft.com/blog/?p=145196


Those are the planned movements of Anthony Bolton over the next couple of weeks, as the star fund manager looks to raise £630m for his new venture in China....]]> http://ftalphaville.ft.com/blog/2010/02/09/145196/bolton-on-tour/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/145176/145176/ http://ftalphaville.ft.com/blog/2010/02/09/145176/145176/#comments Tue, 09 Feb 2010 14:24:25 +0000 Neil Hume http://ftalphaville.ft.com/blog/?p=145176
Reportedly, Moore Capital, Brevan Howard and Paulson & C0 are behind the “murky maneuvers”...]]> http://ftalphaville.ft.com/blog/2010/02/09/145176/145176/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/145006/does-europe-need-a-carbon-central-bank/ http://ftalphaville.ft.com/blog/2010/02/09/145006/does-europe-need-a-carbon-central-bank/#comments Tue, 09 Feb 2010 14:00:32 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=145006 http://ftalphaville.ft.com/blog/2010/02/09/145006/does-europe-need-a-carbon-central-bank/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/145056/nowotny-talks-contagion-exit-strategies-and-all-things-peripheral-with-ft-alpha/ http://ftalphaville.ft.com/blog/2010/02/09/145056/nowotny-talks-contagion-exit-strategies-and-all-things-peripheral-with-ft-alpha/#comments Tue, 09 Feb 2010 13:00:54 +0000 Tracy Alloway http://ftalphaville.ft.com/blog/?p=145056
In...]]> http://ftalphaville.ft.com/blog/2010/02/09/145056/nowotny-talks-contagion-exit-strategies-and-all-things-peripheral-with-ft-alpha/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/143506/australia-ends-bank-deposit-guarantees/ http://ftalphaville.ft.com/blog/2010/02/09/143506/australia-ends-bank-deposit-guarantees/#comments Tue, 09 Feb 2010 12:45:31 +0000 Gwen Robinson http://ftalphaville.ft.com/blog/?p=143506
Fresh from its surprise decision...]]> http://ftalphaville.ft.com/blog/2010/02/09/143506/australia-ends-bank-deposit-guarantees/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/144896/the-uso-says-it-is-innocent/ http://ftalphaville.ft.com/blog/2010/02/09/144896/the-uso-says-it-is-innocent/#comments Tue, 09 Feb 2010 12:30:09 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=144896 http://ftalphaville.ft.com/blog/2010/02/09/144896/the-uso-says-it-is-innocent/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/145061/lunch-wrap-645/ http://ftalphaville.ft.com/blog/2010/02/09/145061/lunch-wrap-645/#comments Tue, 09 Feb 2010 12:19:25 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=145061
- Post QE gilt (auction).

- Banks, insurers and sovereign debt.

- CIC takes on the world.

- JGB update: Is Japan the next Greece?

- The...]]> http://ftalphaville.ft.com/blog/2010/02/09/145061/lunch-wrap-645/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/145031/markets-live/ http://ftalphaville.ft.com/blog/2010/02/09/145031/markets-live/#comments Tue, 09 Feb 2010 11:02:58 +0000 Neil Hume /blog/2010/02/09/145031/markets-live
NH Right welcome...]]> http://ftalphaville.ft.com/blog/2010/02/09/145031/markets-live/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/145011/post-qe-gilt-auction/ http://ftalphaville.ft.com/blog/2010/02/09/145011/post-qe-gilt-auction/#comments Tue, 09 Feb 2010 11:00:56 +0000 Neil Hume http://ftalphaville.ft.com/blog/?p=145011
UK DMO GETS 0.3 BASIS POINT YIELD TAIL AT SEPT 2034 GILT AUCTION

UK DMO GETS 5 TICK...]]> http://ftalphaville.ft.com/blog/2010/02/09/145011/post-qe-gilt-auction/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/144916/banks-insurers-and-sovereign-debt/ http://ftalphaville.ft.com/blog/2010/02/09/144916/banks-insurers-and-sovereign-debt/#comments Tue, 09 Feb 2010 10:05:10 +0000 Neil Hume http://ftalphaville.ft.com/blog/?p=144916 http://ftalphaville.ft.com/blog/2010/02/09/144916/banks-insurers-and-sovereign-debt/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/144411/cic-takes-on-the-world/ http://ftalphaville.ft.com/blog/2010/02/09/144411/cic-takes-on-the-world/#comments Tue, 09 Feb 2010 09:51:27 +0000 Gwen Robinson http://ftalphaville.ft.com/blog/?p=144411 http://ftalphaville.ft.com/blog/2010/02/09/144411/cic-takes-on-the-world/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/142521/jgb-update-is-japan-the-next-greece/ http://ftalphaville.ft.com/blog/2010/02/09/142521/jgb-update-is-japan-the-next-greece/#comments Tue, 09 Feb 2010 09:06:39 +0000 Gwen Robinson http://ftalphaville.ft.com/blog/?p=142521
After all  even Shizuka Kamei, the country’s...]]> http://ftalphaville.ft.com/blog/2010/02/09/142521/jgb-update-is-japan-the-next-greece/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/144821/the-cost-of-eurozone-disunion-is-55bps-deutsche-says/ http://ftalphaville.ft.com/blog/2010/02/09/144821/the-cost-of-eurozone-disunion-is-55bps-deutsche-says/#comments Tue, 09 Feb 2010 08:45:40 +0000 Tracy Alloway http://ftalphaville.ft.com/blog/?p=144821
The analysts on Deutsche Bank’s fixed income team have done some number-crunching/modeling and come up with some...]]> http://ftalphaville.ft.com/blog/2010/02/09/144821/the-cost-of-eurozone-disunion-is-55bps-deutsche-says/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/144746/euro-rise-alert/ http://ftalphaville.ft.com/blog/2010/02/09/144746/euro-rise-alert/#comments Tue, 09 Feb 2010 08:26:15 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=144746
And the contrarians did not do a bad job of calling the...]]> http://ftalphaville.ft.com/blog/2010/02/09/144746/euro-rise-alert/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/144766/default-risk/ http://ftalphaville.ft.com/blog/2010/02/09/144766/default-risk/#comments Tue, 09 Feb 2010 08:07:21 +0000 Tracy Alloway http://ftalphaville.ft.com/blog/?p=144766


That’s Portugal’s sovereign CDS curve and it has inverted — indicating that the market now believes...]]> http://ftalphaville.ft.com/blog/2010/02/09/144766/default-risk/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/144696/further-reading-453/ http://ftalphaville.ft.com/blog/2010/02/09/144696/further-reading-453/#comments Tue, 09 Feb 2010 07:48:50 +0000 Tracy Alloway http://ftalphaville.ft.com/blog/?p=144696
- The shadow banks.

- AIG is to Goldman as Greece is to. . .

- “Teach the speculators a lesson.”

- Alan Greenspan fights back.

- Help compile...]]> http://ftalphaville.ft.com/blog/2010/02/09/144696/further-reading-453/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/144656/pink-picks-445/ http://ftalphaville.ft.com/blog/2010/02/09/144656/pink-picks-445/#comments Tue, 09 Feb 2010 07:40:46 +0000 Gwen Robinson http://ftalphaville.ft.com/blog/?p=144656
Michael Skapinker: Saving a company’s soul
Stand up if you hate Manchester United.” This tribal cry from the...]]> http://ftalphaville.ft.com/blog/2010/02/09/144656/pink-picks-445/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/144681/snap-news-441/ http://ftalphaville.ft.com/blog/2010/02/09/144681/snap-news-441/#comments Tue, 09 Feb 2010 07:29:04 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=144681
- UBS reports Q4 net profit of CHF1.205bn - statement.

- Swedbank posts Q4 operating loss but says 2010 profit feasible - statement.

- BSkyB...]]> http://ftalphaville.ft.com/blog/2010/02/09/144681/snap-news-441/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/144641/ubs-posts-quarterly-profit/ http://ftalphaville.ft.com/blog/2010/02/09/144641/ubs-posts-quarterly-profit/#comments Tue, 09 Feb 2010 05:55:41 +0000 Gwen Robinson http://ftalphaville.ft.com/blog/?p=144641 http://ftalphaville.ft.com/blog/2010/02/09/144641/ubs-posts-quarterly-profit/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/144596/traders-bet-8bn-against-euro/ http://ftalphaville.ft.com/blog/2010/02/09/144596/traders-bet-8bn-against-euro/#comments Tue, 09 Feb 2010 05:24:30 +0000 Gwen Robinson http://ftalphaville.ft.com/blog/?p=144596 http://ftalphaville.ft.com/blog/2010/02/09/144596/traders-bet-8bn-against-euro/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/144586/greek-crisis-clouds-eu-summit/ http://ftalphaville.ft.com/blog/2010/02/09/144586/greek-crisis-clouds-eu-summit/#comments Tue, 09 Feb 2010 05:20:05 +0000 Gwen Robinson http://ftalphaville.ft.com/blog/?p=144586 http://ftalphaville.ft.com/blog/2010/02/09/144586/greek-crisis-clouds-eu-summit/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/144576/de-shaw-eyes-distressed-assets/ http://ftalphaville.ft.com/blog/2010/02/09/144576/de-shaw-eyes-distressed-assets/#comments Tue, 09 Feb 2010 05:17:10 +0000 Gwen Robinson http://ftalphaville.ft.com/blog/?p=144576 http://ftalphaville.ft.com/blog/2010/02/09/144576/de-shaw-eyes-distressed-assets/feed/ 0 http://ftalphaville.ft.com/blog/2010/02/09/144566/filing-shows-cics-us-exposure/ http://ftalphaville.ft.com/blog/2010/02/09/144566/filing-shows-cics-us-exposure/#comments Tue, 09 Feb 2010 05:13:49 +0000 Gwen Robinson http://ftalphaville.ft.com/blog/?p=144566 http://ftalphaville.ft.com/blog/2010/02/09/144566/filing-shows-cics-us-exposure/feed/ 0