Add this topic to your myFT Digest for news straight to your inbox
Policymakers should start making contingency plans now
Stubborn US inflation data persuades traders to rein in aggressive bets on cuts
Asset manager run by billionaire trader Chris Rokos has gained 9% this year
New registration regime ‘is primarily about principal trading firms’, says chair of regulator
Viva Las Basis
Differing paths of equities and fixed income mark return to longer-term norm
“Real” meaning inflation-adjusted, or the one that actually matters? Both.
RIP bond kings
Chief investment officer of Europe’s largest fund manager warns on the dangers of ballooning US budget deficits
US regulator passes rule that will force some high-speed traders and hedge funds to register as dealers
US central bank chair sees three reductions in 2024 while markets price in five
Stop fighting over who gets to perform the arb, start asking why the arb exists
Five-year $70bn auction in April to be biggest sale
Them’s the breaks
Are summer Hamptons trips reflected in overnight repo rates?
Everyone at Davos thinks so — they are half right
Luckily they’re pricing a couple of other possibilities too
The US economist on how boosting supply is a better way out of the inflation trap than crimping demand
Officials raise end of balance sheet wind-down at December meeting
The JPMorgan bond veteran on the Fed, credit risk and what he got wrong about the regional bank crisis
The Pimco chief executive on the post-pivot world
Major banks’ forecasts for next year already hit, as market moves after Fed’s dovish comments take analysts by surprise
Sofr’s brief divergence from Fed’s repo rate has rattled investors
European central bankers warn it is too soon to declare victory over inflation
UK Edition
