Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Yield-curve inversion is the most fun recession indicator. This is mostly because of the still-inexplicable fact that 2019’s inversion was followed by...
Stay informed with free updatesSimply sign up to the Sovereign bonds myFT Digest -- delivered directly to your inbox.The first passive bond fund launched nearly four decades ago, and ever since then people have mostly made fun of the whole...
Stay informed with free updatesSimply sign up to the US financial regulation myFT Digest -- delivered directly to your inbox.US regulators are bringing high-speed traders and some hedge funds under direct supervision in the $26tn Treasury bond market, enacting a...
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.The market’s stubborn hopes of a first cut to US interest rates in March were finally crushed over the past week by...
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Trust the TBAC to cut through the noise on niche but controversial markets topics like, say, the Treasury basis trade. The Treasury...
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.The US Treasury will hold some of its largest-ever debt auctions in the coming three months in an effort to fill the...
In 2020-2021, as the spectre of inflation grew closer, money flooded into TIPS ETFs. Here’s a chart showing the approximate cumulative flows into the two largest whole-of-market TIPS ETFs.You are seeing a snapshot of an interactive graphic. This is most...
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Quirks in interest-rate benchmarks always make for a fun time here at Alphaville.So we were intrigued by Barclays’ recent note highlighting a...
Arguably the two most influential people in the world skipped it — Xi Jinping and Donald Trump wouldn’t dare risk their dos in a beanie. Their absence didn’t stop Davos’s huffers in puffers talking geopolitics all week though.This year’s World...
Stay informed with free updatesSimply sign up to the US interest rates myFT Digest -- delivered directly to your inbox.Sorry to all the stonkheads: Bonds are still boss. From Morgan Stanley’s equity team on Tuesday: Bond Market Still in Charge . . . Over...
