Oil production costs are going up, up, up Globe and Mail (blog) According to a report from Bernstein (via FT Alphaville), the marginal cost for a barrel of oil rose 11 per cent in 2011, year-over-year. While that's in line with average recent growth, it brings the cost to an astounding $92 (US) a barrel.
Basel III bunfight: Is this the beginning of the end? FT Alphaville (blog) On Wednesday, as FT Alphaville has already illustrated, European finance ministers failed to agree legislation that would enshrine Basel III bank capital rules into law. This despite all those involved having already agreed in principle to Basel III ...
[JPM Whale-Watching Tour] Recap and tranche primer FT Alphaville (blog) Any analyst with a calculator, index durations, and pricing data will tell you this (as have several FT Alphaville commenters on previous posts of ours). The tranche angle, during the old story especially, wasn't that convincing to us because tranche ...
CETIP SA : Cetip files the Minutes of the Board of Directors 4-traders 920.122.489-34, with offices at Rua Dib Sauaia Neto, nº 227, Centro de Apoio I, Alphaville, Santana do Parnaíba, São Paulo State, as GRV Business Unit Executive Vice President and New Business Officer; (viii) Mr. Mauro Negrete, Brazilian, married, ...
The remarkable resurgence in synthetic credit tranches FT Alphaville (blog) (10), FT Alphaville is thinking that the bank-led synthetic securitisation market is currently at about a 3. While worth keeping an eye on, these bespoke deals are still relatively small beans compared to what the market was just before the crisis ...
Playing the CDS-bomb basis FT Alphaville (blog) After holding our heads in our hands and getting over a wave of nausea, FT Alphaville looked up and realised that yes, we really were looking at a trade idea involving credit default swaps that takes a view on the likelihood of an Israeli missile ...
Guest post: John Kemp on the ONS and the modern cult of statistics FT Alphaville (blog) Thanks to John Kemp, analyst at Reuters and long-time FT Alphaville favourite, for letting us cross-publish his column this morning. An archive of John's work can be found here. Economists and media commentators have lined up to question the accuracy ...
Time To Sell On Strength Forex Pros Consider, for example, this analysis from BAML's China economists (via FT Alphaville) which showed data well below expectations across the board: All in all, it's starting to look ugly intermediate term. In the short-term, however, stock prices are ...
Black Scholes and the formula of doom FT Alphaville (blog) Well, that got FT Alphaville's attention this weekend! For a good part of Saturday, the article with the above sentence was among the Most Read on the BBC News website. Not bad for an article about option pricing. The piece is from Tim Harford's ...
Brazil's Gafisa Posts 1Q Loss As Restructure Continues Wall Street Journal "During the first quarter of 2012 we focused on implementing the new strategy for the company which established dedicated operating structures by brand; reducing risk at Tenda; expanding the contribution of AlphaVille´s (a company's subsidiary) ...
What does Alexis Tsipras want? Washington Post (blog) Over at FT Alphaville, they're rounding up opinions on what a ?Grexit? would mean for financial markets. It's not pretty. The question is whether, at this point, it's actually inevitable. If I'm reading him right, I think Mohammed el-Erian thinks it is ... Greek coalition talks fail and everybody hits the deckFT Alphaville (blog)
Gafisa Reports Results of the Annual General Meeting of Shareholders MarketWatch (press release) Our pre-eminent brands include Tenda, serving the affordable/entry-level housing segment, and Gafisa and AlphaVille, which offer a variety of residential options to the mid- to higher-income segments. Gafisa SA is traded on the Novo Mercado of the ...
[JPM Whale-Watching Tour] Two billion dollar 'hedge' FT Alphaville (blog) FT Alphaville's running theory is that the innocuous hedge in question was a curve trade. Specifically, a ?flattener?. It's good for when one is feeling bearish. Inordinate amount of detail available in our earlier post in this series.
The (early) Lunch Wrap FT Alphaville (blog) FT Alphaville runs you through the results. US bank holding companies are getting more diversified. Joseph notes that the latest entities to be granted ?US bank holding company? status include a Chinese sovereign wealth fund, its bank-investing ...
The (early) Lunch Wrap FT Alphaville (blog) Abbreviated on Alphaville, in full form in the FT. Blow-out in March's US consumer credit numbers, and credit cards in particular, use of which saw a 7.8 per cent increase in March which reversed the trend of the previous two months.
The (early) Lunch Wrap FT Alphaville (blog) CDOs, a whisk and SocGen: Tracy Alloway returned to Alphaville to discuss CDO cooking with SocGen's chief financial officer Bertrand Badré. Apparently this three-step recipe is a likely insight into Basel III preparations currently being employed by ...
It Is Never Too Late: Global Economic Collapse Edition Wall Street Pit Via FT Alphaville, here are their recommendations: The authors say the best of these options is (ii) and (iii). These are radical proposals that would require both monetary and fiscal collaboration, but right now radical solutions are exactly what the ...
REVIEW: ALIVE AND KICKING - BIG IN DURBAN Going Places The second half started with one of my personal favourites from Talking Heads: Burning Down the House and soon swung into a great version of Alphaville's unforgettable Forever Young which had the oldies waving their arms and Duran Duran's catchy Hungry ...
The ties we don't see but can't ignore Kathimerini ìThis is a pretty big hole to punch in the balance sheet and to divide among countries according to the ECBís capital key,î wrote the Financial Timesí Joseph Cotterill in the Alphaville blog on Wednesday. ìWe suppose allowing a steep ELA increase would ...
A/B Testing: Why is an FT Subscription So Expensive? Wired News Especially when much of the best FT journalism is still free, on Alphaville and Martin Wolf's Economists' Forum. And as I can attest, because news is social, you don't end up reading the FT very much even after you've paid through the nose for your ... Why is an FT subscription so expensive?Reuters Blogs (blog)