Posts tagged 'Sentiment'

Bank of England’s biannual anxiety survey

Lisa joined FT Alphaville in September 2011 after a tour of duty through the guts of the financial industry, having worked as an analyst at a bank and for a financial data company.

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| Nov 20 2012 09:03 | Comment |

On Monday, the results of the Bank of England’s Systemic Risk Survey were out.

How confident are 79 market participants — from hedge funds, banks, building societies, large complex financial institutions, asset managers and insurers — in the UK’s financial system?

Well, it would appear that they’ve gone from approximately umm-errrr-dunno to hmmm: Read more

Beware the quant models

Izabella Kaminska joined FT Alphaville in October 2008. Before that she worked as a producer at CNBC, a natural gas reporter at Platts and an associate editor of BP's internal magazine.

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| May 23 2012 11:48 | Comment |

If you thought the headlines were bearish… you haven’t seen the bank quant models (the ones which presumably can’t read headlines).

Looking at SocGen’s latest cross asset quant research, the picture painted on all signal fronts is increasingly coming across on the dire side: Read more

Japanese business sentiment dips

Kate is FT AV’s Asia Correspondent. She joined FT Alphaville in mid-2011 after carrying out various roles in the FT’s London office since 2005: interactive editor, companies reporter, and founding editor of the FT’s Energy Source blog.

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| Jul 01 2011 05:39 | Comment |

Sentiment among large Japanese manufacturers has turned sharply negative since the March earthquake and tsunami and resulting nuclear crisis, but companies expect conditions to improve over the next three months, the Bank of Japan’s Tankan survey shows. The FT reports the closely watched quarterly survey underscored the impact of the disaster on business and current worries about electricity supplies. But it will also reinforce hopes that economic recovery will be swift. The Tankan’s headline index, which compares the number of large manufacturers reporting positive conditions with those reporting negative views, fell to -9 for June, a decline of 15 points from the +6 reported three months ago. The result was the first negative result since March 2010 and was lower than the average forecast by economists surveyed by Dow Jones. However the Tankan survey also found expectations of an 11-point recovery in the index in September. Read more

If it bleeds…

Joseph joined FT Alphaville way back in March 2010. He likes all the politically and legally fiddly bits of finance. He also likes credit, rates, global macro, tail risk, and all that stuff. (You should email him story ideas. He’ll take anything.)

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| May 18 2011 09:17 | Comment |

With hedge funds going into the meedja sentiment business this is probably worth exploring:

Finance news articles mentioning ‘crisis’ are at a three-year low, say Société Générale’s cross-asset research team using a famed indicator: Read more