http://ftalphaville.ft.com/blog FT Alphaville from FT.com Thu, 24 May 2012 11:24:17 +0000 en hourly 1 http://ftalphaville.ft.com/blog/2012/05/24/1014581/the-death-of-equities-again/ http://ftalphaville.ft.com/blog/2012/05/24/1014581/the-death-of-equities-again/#comments Thu, 24 May 2012 11:12:03 +0000 Masa Serdarevic http://ftalphaville.ft.com/blog/?p=1014581
Institutional investors, from pension funds to mutual funds sold directly to the public,...]]> http://ftalphaville.ft.com/blog/2012/05/24/1014581/the-death-of-equities-again/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/24/1014841/markets-live/ http://ftalphaville.ft.com/blog/2012/05/24/1014841/markets-live/#comments Thu, 24 May 2012 10:01:47 +0000 Paul Murphy /blog/2012/05/24/1014841/markets-live
PM Morning

PM Sunny London...]]> http://ftalphaville.ft.com/blog/2012/05/24/1014841/markets-live/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/24/1014511/germany-has-all-but-turned-japanese/ http://ftalphaville.ft.com/blog/2012/05/24/1014511/germany-has-all-but-turned-japanese/#comments Thu, 24 May 2012 09:42:25 +0000 Paul Murphy http://ftalphaville.ft.com/blog/?p=1014511


And here’s a link...]]> http://ftalphaville.ft.com/blog/2012/05/24/1014511/germany-has-all-but-turned-japanese/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/24/1014481/the-early-lunch-wrap-36/ http://ftalphaville.ft.com/blog/2012/05/24/1014481/the-early-lunch-wrap-36/#comments Thu, 24 May 2012 09:37:26 +0000 Simon Hinrichsen http://ftalphaville.ft.com/blog/?p=1014481
FT ALPHAVILLE

What Bagehot said about crises: Cardiff writes about Brad DeLong’s paper about Bagehot and central bank lending in a crisis. “Illiquid...]]> http://ftalphaville.ft.com/blog/2012/05/24/1014481/the-early-lunch-wrap-36/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/24/1014391/further-reading-1027/ http://ftalphaville.ft.com/blog/2012/05/24/1014391/further-reading-1027/#comments Thu, 24 May 2012 07:15:02 +0000 Masa Serdarevic http://ftalphaville.ft.com/blog/?p=1014391
- Bail-ins: damned if we do, damned if we don’t.

- Falling correlations and JPM’s loss.

- How to deal with HFT’ers?

- What’s...]]> http://ftalphaville.ft.com/blog/2012/05/24/1014391/further-reading-1027/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/24/1014131/the-6am-cut-london-51/ http://ftalphaville.ft.com/blog/2012/05/24/1014131/the-6am-cut-london-51/#comments Thu, 24 May 2012 04:40:19 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=1014131 http://ftalphaville.ft.com/blog/2012/05/24/1014131/the-6am-cut-london-51/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/24/1014161/china-flash-pmis-point-to-contraction-again/ http://ftalphaville.ft.com/blog/2012/05/24/1014161/china-flash-pmis-point-to-contraction-again/#comments Thu, 24 May 2012 03:53:06 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=1014161 http://ftalphaville.ft.com/blog/2012/05/24/1014161/china-flash-pmis-point-to-contraction-again/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/24/1014081/eu-summit-the-full-nothingness/ http://ftalphaville.ft.com/blog/2012/05/24/1014081/eu-summit-the-full-nothingness/#comments Thu, 24 May 2012 02:02:52 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=1014081


(Click to image for full doc – more/less from Van Rompuy, here)

]]> http://ftalphaville.ft.com/blog/2012/05/24/1014081/eu-summit-the-full-nothingness/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1013951/from-citi-another-grexit-scenario/ http://ftalphaville.ft.com/blog/2012/05/23/1013951/from-citi-another-grexit-scenario/#comments Wed, 23 May 2012 22:46:54 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=1013951 http://ftalphaville.ft.com/blog/2012/05/23/1013951/from-citi-another-grexit-scenario/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1013891/its-lee-buchheits-world-we-just-get-to-live-in-it/ http://ftalphaville.ft.com/blog/2012/05/23/1013891/its-lee-buchheits-world-we-just-get-to-live-in-it/#comments Wed, 23 May 2012 22:00:13 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=1013891


Thank you, Reuters.

We’ve long been admirers of Lee Buchheit, who helped mastermind the Greek restructuring at Cleary Gottlieb.

See Buchheit’s early co-authored...]]> http://ftalphaville.ft.com/blog/2012/05/23/1013891/its-lee-buchheits-world-we-just-get-to-live-in-it/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1013731/the-closer-46/ http://ftalphaville.ft.com/blog/2012/05/23/1013731/the-closer-46/#comments Wed, 23 May 2012 21:27:40 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=1013731
US stocks did not have a contingency plan for European tape-bombs. Shares were hit hard by news of preparation for Grexit, only to rally late on hope that the EU summit...]]> http://ftalphaville.ft.com/blog/2012/05/23/1013731/the-closer-46/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/971111/what-bagehot-said/ http://ftalphaville.ft.com/blog/2012/05/23/971111/what-bagehot-said/#comments Wed, 23 May 2012 20:39:06 +0000 Cardiff Garcia http://ftalphaville.ft.com/blog/?p=971111 http://ftalphaville.ft.com/blog/2012/05/23/971111/what-bagehot-said/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1012581/capital-is-leaving-europe/ http://ftalphaville.ft.com/blog/2012/05/23/1012581/capital-is-leaving-europe/#comments Wed, 23 May 2012 16:51:59 +0000 Simon Hinrichsen http://ftalphaville.ft.com/blog/?p=1012581
We’ll ignore the flows into Germany...]]> http://ftalphaville.ft.com/blog/2012/05/23/1012581/capital-is-leaving-europe/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1013561/a-small-last-minute-cash-call/ http://ftalphaville.ft.com/blog/2012/05/23/1013561/a-small-last-minute-cash-call/#comments Wed, 23 May 2012 16:42:53 +0000 Paul Murphy http://ftalphaville.ft.com/blog/?p=1013561
Left to right: Lisa Pollack, David Keohane and Masa...]]> http://ftalphaville.ft.com/blog/2012/05/23/1013561/a-small-last-minute-cash-call/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1013401/the-euro-the-footsie-and-an-un-rally-monkey/ http://ftalphaville.ft.com/blog/2012/05/23/1013401/the-euro-the-footsie-and-an-un-rally-monkey/#comments Wed, 23 May 2012 14:52:19 +0000 Paul Murphy http://ftalphaville.ft.com/blog/?p=1013401
UPDATE:  Session now over, but you can read the transcript here.

Also note that the weekly US Markets...]]> http://ftalphaville.ft.com/blog/2012/05/23/1013401/the-euro-the-footsie-and-an-un-rally-monkey/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1012301/india-a-sliding-rupee-in-a-frozen-system/ http://ftalphaville.ft.com/blog/2012/05/23/1012301/india-a-sliding-rupee-in-a-frozen-system/#comments Wed, 23 May 2012 14:30:03 +0000 David Keohane http://ftalphaville.ft.com/blog/?p=1012301 http://ftalphaville.ft.com/blog/2012/05/23/1012301/india-a-sliding-rupee-in-a-frozen-system/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1012961/chinas-1-per-cent-risk/ http://ftalphaville.ft.com/blog/2012/05/23/1012961/chinas-1-per-cent-risk/#comments Wed, 23 May 2012 14:11:32 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=1012961
We also think global markets may be under appreciating the problem....]]> http://ftalphaville.ft.com/blog/2012/05/23/1012961/chinas-1-per-cent-risk/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1013271/markets-live/ http://ftalphaville.ft.com/blog/2012/05/23/1013271/markets-live/#comments Wed, 23 May 2012 14:00:55 +0000 Cardiff Garcia /blog/2012/05/23/1013271/markets-live
JC Hello,...]]> http://ftalphaville.ft.com/blog/2012/05/23/1013271/markets-live/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1013151/us-markets-live-now-featuring-facebook/ http://ftalphaville.ft.com/blog/2012/05/23/1013151/us-markets-live-now-featuring-facebook/#comments Wed, 23 May 2012 13:58:38 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=1013151


Join us for Facebook, Regulation FD and other topics on US Markets Live, starting at 10am New York time and 3pm London time, at the usual place. See you...]]> http://ftalphaville.ft.com/blog/2012/05/23/1013151/us-markets-live-now-featuring-facebook/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1013001/i-find-your-lack-of-faith-disturbing/ http://ftalphaville.ft.com/blog/2012/05/23/1013001/i-find-your-lack-of-faith-disturbing/#comments Wed, 23 May 2012 13:41:12 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=1013001
Current developments in Greece are extremely worrying....]]> http://ftalphaville.ft.com/blog/2012/05/23/1013001/i-find-your-lack-of-faith-disturbing/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1012871/the-fourth-rater/ http://ftalphaville.ft.com/blog/2012/05/23/1012871/the-fourth-rater/#comments Wed, 23 May 2012 13:10:52 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=1012871 http://ftalphaville.ft.com/blog/2012/05/23/1012871/the-fourth-rater/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1010451/the-great-clo-deleveraging/ http://ftalphaville.ft.com/blog/2012/05/23/1010451/the-great-clo-deleveraging/#comments Wed, 23 May 2012 11:46:43 +0000 Lisa Pollack http://ftalphaville.ft.com/blog/?p=1010451 http://ftalphaville.ft.com/blog/2012/05/23/1010451/the-great-clo-deleveraging/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1012391/beware-the-quant-models/ http://ftalphaville.ft.com/blog/2012/05/23/1012391/beware-the-quant-models/#comments Wed, 23 May 2012 10:48:03 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=1012391
Looking at SocGen’s...]]> http://ftalphaville.ft.com/blog/2012/05/23/1012391/beware-the-quant-models/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1012571/markets-live/ http://ftalphaville.ft.com/blog/2012/05/23/1012571/markets-live/#comments Wed, 23 May 2012 10:02:44 +0000 support /blog/2012/05/23/1012571/markets-live
BE Well then. Hello I guess.

BE And welcome to Markets Live....]]> http://ftalphaville.ft.com/blog/2012/05/23/1012571/markets-live/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1012281/the-early-lunch-wrap-34/ http://ftalphaville.ft.com/blog/2012/05/23/1012281/the-early-lunch-wrap-34/#comments Wed, 23 May 2012 09:41:56 +0000 FT Alphaville http://ftalphaville.ft.com/blog/?p=1012281
FT ALPHAVILLE


Cove Energy has received another offer: David tells us that Shell had set today, May 23rd, as the final day for acceptance of...]]> http://ftalphaville.ft.com/blog/2012/05/23/1012281/the-early-lunch-wrap-34/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1012261/euro-neuro/ http://ftalphaville.ft.com/blog/2012/05/23/1012261/euro-neuro/#comments Wed, 23 May 2012 09:01:56 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=1012261
EURO neuro
Euro neuro
Euro neuro
Monetary brake dance
Euro...]]> http://ftalphaville.ft.com/blog/2012/05/23/1012261/euro-neuro/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1012081/cove-energy-after-flirting-with-shell-gets-offered-bigger-ring/ http://ftalphaville.ft.com/blog/2012/05/23/1012081/cove-energy-after-flirting-with-shell-gets-offered-bigger-ring/#comments Wed, 23 May 2012 07:49:52 +0000 David Keohane http://ftalphaville.ft.com/blog/?p=1012081 http://ftalphaville.ft.com/blog/2012/05/23/1012081/cove-energy-after-flirting-with-shell-gets-offered-bigger-ring/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1011621/not-such-dramatic-outflows-from-italy-after-all/ http://ftalphaville.ft.com/blog/2012/05/23/1011621/not-such-dramatic-outflows-from-italy-after-all/#comments Wed, 23 May 2012 07:30:26 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=1011621
This was something picked up by Deutsche Bank’s Alan Ruskin (and us, here) as suggesting...]]> http://ftalphaville.ft.com/blog/2012/05/23/1011621/not-such-dramatic-outflows-from-italy-after-all/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1011241/drachma-tic-equity/ http://ftalphaville.ft.com/blog/2012/05/23/1011241/drachma-tic-equity/#comments Wed, 23 May 2012 07:15:53 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=1011241 http://ftalphaville.ft.com/blog/2012/05/23/1011241/drachma-tic-equity/feed/ 0 http://ftalphaville.ft.com/blog/2012/05/23/1011971/further-reading-1026/ http://ftalphaville.ft.com/blog/2012/05/23/1011971/further-reading-1026/#comments Wed, 23 May 2012 07:02:31 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=1011971
- Henry Blodget wants to tell you what really went on with the Facebook IPO research.

- Where is that giant RORO switch and who keeps flipping it?

-...]]> http://ftalphaville.ft.com/blog/2012/05/23/1011971/further-reading-1026/feed/ 0