FT Alphaville
@alphaville.ft.com
A markets and finance blog that's outside the FT paywall. All we ask is that you register to read: https://on.ft.com/3tDRiiu
"UK mark-to-market losses are over 5 per cent of GDP — around 4x greater than comparable costs in the US"
www.ft.com/content/b548...
www.ft.com/content/b548...
Lessons from the Bank of England’s QE programme
Letter writing, accountability and a postmortem of QE
www.ft.com
November 28, 2025 at 7:36 AM
"UK mark-to-market losses are over 5 per cent of GDP — around 4x greater than comparable costs in the US"
www.ft.com/content/b548...
www.ft.com/content/b548...
Reposted by FT Alphaville
the only substack you need ftav.substack.com/?r=4ys07&utm...
* it's free, it's funny, it will make you feel fleetingly like you understand finance and economics before you remember that's not your brand. Other reasons may apply YMMV
* it's free, it's funny, it will make you feel fleetingly like you understand finance and economics before you remember that's not your brand. Other reasons may apply YMMV
FT Alphaville | Substack
We're the FT's finance blog. If it's dumb, delightful or just weird and involves money we're probably interested in it. Click to read FT Alphaville, a Substack publication.
ftav.substack.com
November 27, 2025 at 10:09 PM
the only substack you need ftav.substack.com/?r=4ys07&utm...
* it's free, it's funny, it will make you feel fleetingly like you understand finance and economics before you remember that's not your brand. Other reasons may apply YMMV
* it's free, it's funny, it will make you feel fleetingly like you understand finance and economics before you remember that's not your brand. Other reasons may apply YMMV
Morgan Stanley thinks you should short Oracle
Single-name CDS are so hot right now
on.ft.com
November 27, 2025 at 12:42 PM
Nearly £100bn in active gilt sales have disappeared from the OBR's QT projections, for sensible reasons.
on.ft.com/4invCwb
on.ft.com/4invCwb
Holy cow, the OBR finally used timely data in its QT forecast
[FREE TO READ] On Wednesdays, we accidentally share links
on.ft.com
November 26, 2025 at 4:54 PM
Nearly £100bn in active gilt sales have disappeared from the OBR's QT projections, for sensible reasons.
on.ft.com/4invCwb
on.ft.com/4invCwb
OBR budget forecasts leak, gilts go parabolic
[FREE TO READ] Not so responsible, in retrospect
on.ft.com
November 26, 2025 at 12:14 PM
‘Infinite money glitch’; meet arithmetic
[FREE TO READ] Micro Strategy, major strife
on.ft.com
November 26, 2025 at 11:30 AM
Reposted by FT Alphaville
What even are par-par asset swaps, and why won’t they melt the gilt market today?
on.ft.com/43S8Vul
on.ft.com/43S8Vul
Don’t worry about another leveraged gilt market blow-up
Keep calm and carry on
on.ft.com
November 26, 2025 at 6:58 AM
What even are par-par asset swaps, and why won’t they melt the gilt market today?
on.ft.com/43S8Vul
on.ft.com/43S8Vul
What US hedge funds are shorting right now
The little short before the big short?
www.ft.com
November 24, 2025 at 6:43 PM
Reposted by FT Alphaville
It’s been a long time coming, but FT Alphaville is finally on Substack. You can subscribe and read for free, here: on.ft.com/49D7nIl
November 22, 2025 at 12:00 PM
It’s been a long time coming, but FT Alphaville is finally on Substack. You can subscribe and read for free, here: on.ft.com/49D7nIl
Reposted by FT Alphaville
it's up! an analysis of a new "economic capital" measure that turned into a slightly bitter autobiography www.ft.com/content/8df0...
The ‘Marathon Man’ approach to bank supervision
Can we really build better mousetraps?
www.ft.com
November 21, 2025 at 2:49 PM
it's up! an analysis of a new "economic capital" measure that turned into a slightly bitter autobiography www.ft.com/content/8df0...
Five questions from an ignorant no-coiner about the crypto crash
[FREE TO READ] Do Our Own Research
on.ft.com
November 21, 2025 at 4:21 PM
Who is OpenAI’s auditor? (Update: it’s Deloitte)
[FREE TO READ] Just asking
on.ft.com
November 20, 2025 at 5:33 PM
How’s liquidity in the US life insurance sector?
[FREE TO READ] Deteriorating, Bob!
on.ft.com
November 20, 2025 at 9:14 AM
Reposted by FT Alphaville
Reposted by FT Alphaville
AI is looking peaky, and Larry Ellison’s Oracle is in the contagion zone. Turns out, having OpenAI as one of your biggest customers isn’t always a golden ticket.
An @alphaville.ft.com and #FTEdit 🧵 on the software company’s perilous position 👉
An @alphaville.ft.com and #FTEdit 🧵 on the software company’s perilous position 👉
November 19, 2025 at 4:08 PM
AI is looking peaky, and Larry Ellison’s Oracle is in the contagion zone. Turns out, having OpenAI as one of your biggest customers isn’t always a golden ticket.
An @alphaville.ft.com and #FTEdit 🧵 on the software company’s perilous position 👉
An @alphaville.ft.com and #FTEdit 🧵 on the software company’s perilous position 👉