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
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 👉
forward, not backward; upward, not forward; and always twirling, twirling, twirling
on.ft.com/47ZjvAH
on.ft.com/47ZjvAH
Axes of Evil: McKinsey squares the circle
[FREE TO READ] Maybe the Matrix, maybe nothing, maybe pay us
on.ft.com
November 18, 2025 at 6:17 PM
forward, not backward; upward, not forward; and always twirling, twirling, twirling
on.ft.com/47ZjvAH
on.ft.com/47ZjvAH
Crypto, but government crypto — with Agustín Carsten
A podcast cross-promotion post
on.ft.com
November 18, 2025 at 3:52 PM