FT Alphaville

@ft-alphaville 🌐 Global Economy
📰 431 articles 🔄 Updated 2h ago ft.com/alphaville

Latest Articles

Bond investors 💔 OATs
Sacré bleu
Alphaville · 5h ago Global Economy
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‘Big names in AI like Kyndryl’
Love me tendril
Alphaville · 10h ago Global Economy
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FTAV’s further reading
A plug; Manchester City; Micron; AI x wealth; AI x McDonald’s; AI x nukes; credit; and AI agents
Alphaville · 12h ago Global Economy
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Self-fulfilling bank runs just aren’t really a thing
Or, at least, that’s what the data seems to suggest
Alphaville · 13h ago Global Economy
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Who is driving the massive surge in repo borrowing?
You can probably guess this one
Alphaville · 1d ago Global Economy
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FTAV’s further reading
Piracy; salt; batteries; Alex Karp; LLMs; the Bronze Age; and pasta
Alphaville · 1d ago Global Economy
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Rolex was for crypto, Ferrari is for AI
Cars: the new coins
Alphaville · 1d ago Global Economy
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David Zervos, Scott Bessent’s new adviser, has opinions
Not a TACO fan
Alphaville · 2d ago Global Economy
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What is the AI capex breakeven rate?
Heroic ROIC
Alphaville · 2d ago Global Economy
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And the FTAV chart quiz winner is . . . 
Cap’s locked
Alphaville · 2d ago Global Economy
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FTAV’s further reading
China’s current account; microphones; AI disruption; Google; productivity; ‘Musk’; John Coltrane; and swag
Alphaville · 2d ago Global Economy
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The Bank of England’s balance sheet has already stopped shrinking
So is it QE on the QT?
Alphaville · 2d ago Global Economy
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OK, so where are all these data centres?
A construction shortfall so big you can’t see it from space
Alphaville · 5d ago Global Economy
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FTAV’s Friday chart quiz
Wanna be chartin’ somethin’
Alphaville · 5d ago Global Economy
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FTAV’s further reading
Big numbers; inflation; mystery meat; getting rich quick; AI doom; AI cringe; and sprites
Alphaville · 5d ago Global Economy
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SpaceX pivots away from space
Starbase, we have a problem
Alphaville · 5d ago Global Economy
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Oracle feels the force
Majeure problem?
Alphaville · 6d ago Global Economy
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Oops! You added the wrong email attachment and leaked the bank’s deal list. What happens next?
A six-point plan for putting toothpaste back in the tube
Alphaville · 6d ago Global Economy
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FTAV’s further reading
The usual assortment of terrible things; and crisps
Alphaville · 6d ago Global Economy
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Are Big Tech bonds crowding out the US Treasury?
Probably not
Alphaville · 6d ago Global Economy
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