http://ftalphaville.ft.com/blog FT Alphaville from FT.com Tue, 14 Feb 2012 10:49:27 +0000 en hourly 1 http://ftalphaville.ft.com/blog/2012/02/14/879841/another-piece-of-the-ltro-puzzle/ http://ftalphaville.ft.com/blog/2012/02/14/879841/another-piece-of-the-ltro-puzzle/#comments Tue, 14 Feb 2012 10:49:27 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=879841
Here’s Guy Debelle, assistant...]]> http://ftalphaville.ft.com/blog/2012/02/14/879841/another-piece-of-the-ltro-puzzle/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/14/880751/not-german-enough/ http://ftalphaville.ft.com/blog/2012/02/14/880751/not-german-enough/#comments Tue, 14 Feb 2012 08:43:30 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=880751 http://ftalphaville.ft.com/blog/2012/02/14/880751/not-german-enough/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/14/880581/from-the-boj-with-love/ http://ftalphaville.ft.com/blog/2012/02/14/880581/from-the-boj-with-love/#comments Tue, 14 Feb 2012 07:57:18 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=880581
At the Monetary Policy Meeting held today, the Policy Board of the Bank of Japan decided to amend the “Principal Terms and...]]> http://ftalphaville.ft.com/blog/2012/02/14/880581/from-the-boj-with-love/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/14/880601/further-reading-957/ http://ftalphaville.ft.com/blog/2012/02/14/880601/further-reading-957/#comments Tue, 14 Feb 2012 07:55:57 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=880601
- It’s deflation and inflation.

- Why art isn’t a commodity.

- Everyone loves VXX options.

- Understanding the great trade collapse of 2008-2009....]]> http://ftalphaville.ft.com/blog/2012/02/14/880601/further-reading-957/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/14/880511/pink-picks-936/ http://ftalphaville.ft.com/blog/2012/02/14/880511/pink-picks-936/#comments Tue, 14 Feb 2012 07:46:40 +0000 Izabella Kaminska http://ftalphaville.ft.com/blog/?p=880511
Gideon Rachman: Germany faces a machine from hell
The press review from around Europe does not make pleasant reading...]]> http://ftalphaville.ft.com/blog/2012/02/14/880511/pink-picks-936/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/14/880691/snap-news-940/ http://ftalphaville.ft.com/blog/2012/02/14/880691/snap-news-940/#comments Tue, 14 Feb 2012 07:37:54 +0000 Paul Murphy http://ftalphaville.ft.com/blog/?p=880691
– Cairn Energy return-of-cash update – statement

– Lloyds’s of London puts Thai flood losses at $2.2bn – statement

–...]]> http://ftalphaville.ft.com/blog/2012/02/14/880691/snap-news-940/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/14/879781/whos-the-most-imbalanced-of-all-eu-members/ http://ftalphaville.ft.com/blog/2012/02/14/879781/whos-the-most-imbalanced-of-all-eu-members/#comments Tue, 14 Feb 2012 02:42:23 +0000 Cardiff Garcia http://ftalphaville.ft.com/blog/?p=879781


To clear things up, it’s a projected scorecard from RBC Capital Markets representing...]]> http://ftalphaville.ft.com/blog/2012/02/14/879781/whos-the-most-imbalanced-of-all-eu-members/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/879831/moodys-vs-europe-in-full/ http://ftalphaville.ft.com/blog/2012/02/13/879831/moodys-vs-europe-in-full/#comments Mon, 13 Feb 2012 23:48:38 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=879831 http://ftalphaville.ft.com/blog/2012/02/13/879831/moodys-vs-europe-in-full/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/879541/further-further-reading-301/ http://ftalphaville.ft.com/blog/2012/02/13/879541/further-further-reading-301/#comments Mon, 13 Feb 2012 20:57:20 +0000 Cardiff Garcia http://ftalphaville.ft.com/blog/?p=879541
- New report on trade agreements in a post-Doha world.

- Tyler Cowen with more thoughts on banking and shareholder liability.

- The US housing bust in one chart....]]> http://ftalphaville.ft.com/blog/2012/02/13/879541/further-further-reading-301/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/876291/bankers-and-bonuses/ http://ftalphaville.ft.com/blog/2012/02/13/876291/bankers-and-bonuses/#comments Mon, 13 Feb 2012 19:38:28 +0000 Lisa Pollack http://ftalphaville.ft.com/blog/?p=876291 http://ftalphaville.ft.com/blog/2012/02/13/876291/bankers-and-bonuses/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/879451/volcker-defends-volcker/ http://ftalphaville.ft.com/blog/2012/02/13/879451/volcker-defends-volcker/#comments Mon, 13 Feb 2012 18:43:36 +0000 Cardiff Garcia http://ftalphaville.ft.com/blog/?p=879451
There is a certain irony in what I read. In Europe,...]]> http://ftalphaville.ft.com/blog/2012/02/13/879451/volcker-defends-volcker/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/879141/the-obama-budget/ http://ftalphaville.ft.com/blog/2012/02/13/879141/the-obama-budget/#comments Mon, 13 Feb 2012 16:56:27 +0000 Cardiff Garcia http://ftalphaville.ft.com/blog/?p=879141
The highlights:

KEY BUDGET FACTS

– In the Budget Control Act, both parties in Congress and the President agreed to...]]> http://ftalphaville.ft.com/blog/2012/02/13/879141/the-obama-budget/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/879241/bored-of-the-eurozone-crisis/ http://ftalphaville.ft.com/blog/2012/02/13/879241/bored-of-the-eurozone-crisis/#comments Mon, 13 Feb 2012 16:56:23 +0000 Paul Murphy http://ftalphaville.ft.com/blog/?p=879241


Enjoy, or complain to your Euro MP.

c.c. Daily Mail news desk

Abstract:

At  the   2010   FIFA  World  Cup  in  South Africa, many soccer...]]> http://ftalphaville.ft.com/blog/2012/02/13/879241/bored-of-the-eurozone-crisis/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/879001/ltro-credit-claims-not-so-carry-trade/ http://ftalphaville.ft.com/blog/2012/02/13/879001/ltro-credit-claims-not-so-carry-trade/#comments Mon, 13 Feb 2012 15:18:16 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=879001
Here’s a pair of interesting analyst reactions to Friday’s...]]> http://ftalphaville.ft.com/blog/2012/02/13/879001/ltro-credit-claims-not-so-carry-trade/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/863151/bailouts-and-obsolescing-bargains/ http://ftalphaville.ft.com/blog/2012/02/13/863151/bailouts-and-obsolescing-bargains/#comments Mon, 13 Feb 2012 12:11:17 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=863151 http://ftalphaville.ft.com/blog/2012/02/13/863151/bailouts-and-obsolescing-bargains/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/878961/the-roubini-rosenberg-indicator/ http://ftalphaville.ft.com/blog/2012/02/13/878961/the-roubini-rosenberg-indicator/#comments Mon, 13 Feb 2012 11:34:03 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=878961
Further reading:
Hold the presses, Dr Doom is turning bullish – WSJ MarketBeat
A new bull market?...]]> http://ftalphaville.ft.com/blog/2012/02/13/878961/the-roubini-rosenberg-indicator/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/878971/markets-live-232/ http://ftalphaville.ft.com/blog/2012/02/13/878971/markets-live-232/#comments Mon, 13 Feb 2012 10:59:26 +0000 Paul Murphy /blog/2012/02/13/878971/markets-live
PM Mornin’

PM Welcome to Markets...]]> http://ftalphaville.ft.com/blog/2012/02/13/878971/markets-live-232/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/878581/china-gets-some-can-kicking-practice/ http://ftalphaville.ft.com/blog/2012/02/13/878581/china-gets-some-can-kicking-practice/#comments Mon, 13 Feb 2012 10:27:44 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=878581


Chovanec tells Nouriel Roubini the conflict between driving growth through...]]> http://ftalphaville.ft.com/blog/2012/02/13/878581/china-gets-some-can-kicking-practice/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/878571/cwwvoda/ http://ftalphaville.ft.com/blog/2012/02/13/878571/cwwvoda/#comments Mon, 13 Feb 2012 09:39:39 +0000 FT Alphaville http://ftalphaville.ft.com/blog/?p=878571
Cable & Wireless Worldwide shares were up 28 per cent at pixel time:...]]> http://ftalphaville.ft.com/blog/2012/02/13/878571/cwwvoda/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/877811/one-greek-hurdle-down-but-more-ahead/ http://ftalphaville.ft.com/blog/2012/02/13/877811/one-greek-hurdle-down-but-more-ahead/#comments Mon, 13 Feb 2012 08:30:36 +0000 FT Alphaville http://ftalphaville.ft.com/blog/?p=877811 http://ftalphaville.ft.com/blog/2012/02/13/877811/one-greek-hurdle-down-but-more-ahead/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/877851/further-reading-956/ http://ftalphaville.ft.com/blog/2012/02/13/877851/further-reading-956/#comments Mon, 13 Feb 2012 08:11:14 +0000 Kate Mackenzie http://ftalphaville.ft.com/blog/?p=877851
- Best of the #FedValentines

- Juicy goings-on over at Maiden Lane, Goldman edition.

- ‘A battle of wits with a remarkably poorly-armed man’....]]> http://ftalphaville.ft.com/blog/2012/02/13/877851/further-reading-956/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/878431/pink-picks-935/ http://ftalphaville.ft.com/blog/2012/02/13/878431/pink-picks-935/#comments Mon, 13 Feb 2012 07:53:38 +0000 Paul Murphy http://ftalphaville.ft.com/blog/?p=878431


Edward Luce: Recovery, but a cold and grey one
Good times are coming back to America. The Dow is flirting with pre-recession levels....]]> http://ftalphaville.ft.com/blog/2012/02/13/878431/pink-picks-935/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/13/878421/snap-news-939/ http://ftalphaville.ft.com/blog/2012/02/13/878421/snap-news-939/#comments Mon, 13 Feb 2012 07:48:31 +0000 Joseph Cotterill http://ftalphaville.ft.com/blog/?p=878421
- Vodafone considering an all-cash offer for Cable & Wireless Worldwide — statement

- Olympus forecasts $412m annual loss, “no...]]> http://ftalphaville.ft.com/blog/2012/02/13/878421/snap-news-939/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/12/877771/ftfm-on-av-87/ http://ftalphaville.ft.com/blog/2012/02/12/877771/ftfm-on-av-87/#comments Sun, 12 Feb 2012 18:09:39 +0000 Emma Boyde http://ftalphaville.ft.com/blog/?p=877771
Jittery fund buyers go for brands
Confused fund buyers are looking to trusted brands rather than performance – recent poor performance...]]> http://ftalphaville.ft.com/blog/2012/02/12/877771/ftfm-on-av-87/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/11/877751/orrible-merger-read-all-about-it/ http://ftalphaville.ft.com/blog/2012/02/11/877751/orrible-merger-read-all-about-it/#comments Sat, 11 Feb 2012 13:55:00 +0000 Neil Collins http://ftalphaville.ft.com/blog/?p=877751 http://ftalphaville.ft.com/blog/2012/02/11/877751/orrible-merger-read-all-about-it/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/10/877671/further-further-reading-300/ http://ftalphaville.ft.com/blog/2012/02/10/877671/further-further-reading-300/#comments Fri, 10 Feb 2012 21:00:15 +0000 Cardiff Garcia http://ftalphaville.ft.com/blog/?p=877671
- Dude, where’s my national mortgage settlement document? (Via Ryan McCarthy.)

- On recessions and job churn.

- Greek vote seen as a referendum on the euro....]]> http://ftalphaville.ft.com/blog/2012/02/10/877671/further-further-reading-300/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/10/877511/editorialising-sec-style/ http://ftalphaville.ft.com/blog/2012/02/10/877511/editorialising-sec-style/#comments Fri, 10 Feb 2012 17:50:20 +0000 Paul Murphy http://ftalphaville.ft.com/blog/?p=877511 http://ftalphaville.ft.com/blog/2012/02/10/877511/editorialising-sec-style/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/10/876221/the-blogosphere/ http://ftalphaville.ft.com/blog/2012/02/10/876221/the-blogosphere/#comments Fri, 10 Feb 2012 17:15:09 +0000 Lisa Pollack http://ftalphaville.ft.com/blog/?p=876221 http://ftalphaville.ft.com/blog/2012/02/10/876221/the-blogosphere/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/10/877461/markets-live/ http://ftalphaville.ft.com/blog/2012/02/10/877461/markets-live/#comments Fri, 10 Feb 2012 15:01:45 +0000 Cardiff Garcia /blog/2012/02/10/877461/markets-live
CG Hello!...]]> http://ftalphaville.ft.com/blog/2012/02/10/877461/markets-live/feed/ 0 http://ftalphaville.ft.com/blog/2012/02/10/877421/reminder-us-markets-live-at-10am-new-york-3pm-london-4/ http://ftalphaville.ft.com/blog/2012/02/10/877421/reminder-us-markets-live-at-10am-new-york-3pm-london-4/#comments Fri, 10 Feb 2012 15:01:22 +0000 Cardiff Garcia http://ftalphaville.ft.com/blog/?p=877421 http://ftalphaville.ft.com/blog/2012/02/10/877421/reminder-us-markets-live-at-10am-new-york-3pm-london-4/feed/ 0