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Journalist at Bloomberg. London➡New York➡Abu Dhabi➡Hong Kong. I like forensic accounting, financial crisis hindsight, and kittens. Ex-FT Alphaville and FT.

Latest Scoops

Tracy Alloway
tracyalloway
bitmex is under investigation by the cftc story below bitcoin and ethereum both falling on the news a scoop
BitMEX is under investigation by the CFTC. Story below.

Bitcoin and Ethereum both falling on the news.

a @BMMRobertson scoop.
Tracy Alloway
tracyalloway
china s biggest carmaker is going to post its first ever annual sales drop
China's biggest carmaker is going to post its first ever annual sales drop.

Tracy Alloway
tracyalloway
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i love how the outcome of anti financial establishment technology is to keep your money in a box at a brick an
@jill_r_carlson I love how the outcome of anti-financial establishment technology is to ... keep your money in a box at a brick and mortar bank.
Tracy Alloway
tracyalloway
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one of china s best known conglomerates looks set to default on 500 million of debt
One of China's best known conglomerates looks set to default on $500 million of debt.

Tracy Alloway
tracyalloway
mentions of trade and uncertainty in the fed s beige book have been rising via bofaml
Mentions of 'trade' and 'uncertainty' in the Fed's Beige Book have been rising.

Via BofAML:
Tracy Alloway
tracyalloway
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some big downgrades could hit the market for investment grade us corporate debt interestingly sampp seems much
@AaronCuttingham Some big downgrades could hit the market for investment-grade U.S. corporate debt. Interestingly S&P seems much more pessimistic on its single-A category than Moody's and Fitch right now.
Tracy Alloway
tracyalloway
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any one notice that sampp now has more than 300bn of index eligible a rated debt on negative outlook for possi
Any one notice that S&P now has more than $300bn of index-eligible A-rated debt on negative outlook for possible downgrade to BBB? That includes 7 of the 10 biggest non-fin issuers in the investment grade space.

- Comcast
- AB Inbev
- Oracle
- IBM
- Cigna
- AbbVie
- Duke Energy
Tracy Alloway
tracyalloway
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which kind of tallies with this old story open ended funds can be a source of liquidity risk or help to offset
Which kind of tallies with this old story. Open-ended funds can be a source of liquidity risk or help to offset it. It's hard to know which way they'll go.

Tracy Alloway
tracyalloway
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interestingly mutual fund liquidity profiles worsened after gross pimco and third avenue but not in the third
Interestingly, mutual fund liquidity profiles worsened after Gross/Pimco and Third Avenue. But *not* in the third stress event studied - Lehman Brothers’ bankruptcy and its impact on about 30 funds run by Neuberger Berman.
Tracy Alloway
tracyalloway
very timely fed working paper on liquidity risk in open ended mutual finds researchers look at funds reactions
Very timely Fed working paper on liquidity risk in open-ended mutual finds. Researchers look at funds' reactions to deteriorating economic data and also big risk events like Bill Gross's departure from Pimco and Third Avenue.

The Most Relevant

Tracy Alloway
tracyalloway
the new york fed s recession indicator is now at its highest since 2008
The New York Fed's recession indicator is now at its highest since 2008.
Tracy Alloway
tracyalloway
avocado prices are clearly tracking bitcoin
Avocado prices are clearly tracking Bitcoin.
Tracy Alloway
tracyalloway
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there s nothing like seeing a fellow journalist buy 5000 twitter followers to make you wonder what the point o
There's nothing like seeing a fellow journalist buy 5,000+ Twitter followers to make you wonder what the point of this platform actually is.
Tracy Alloway
tracyalloway
something that hasn t happened before the share of bbb rated debt in the us corporate bond market has eclipsed
Something that hasn't happened before: the share of BBB-rated debt in the U.S. corporate bond market has eclipsed the proportion of AAA/AA/A debt. Via Bernstein:
Tracy Alloway
tracyalloway
bitcoin remains fairly valued according to my avocado based pricing model even after rising past 11000
Bitcoin remains fairly valued according to my avocado-based pricing model, even after rising past $11,000.
Tracy Alloway
tracyalloway
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old banking put money in this regulated entity and earn interest new banking put money in this not yet regulat
Old banking: Put money in this regulated entity and earn interest.
New banking: Put money in this not-yet-regulated entity and don't earn interest.

Facebook's Libra in a nutshell.
Tracy Alloway
tracyalloway
the winner of the us china trade war is clearly vietnam
The winner of the U.S.-China trade war is clearly ... Vietnam.
Tracy Alloway
tracyalloway
k pop shares are falling as much as 14 after a member of the big bang boy band is linked to a probe of prostit
K-pop shares are falling as much as 14% after a member of the 'Big Bang' boy band is linked to a probe of prostitution at Seoul nightclubs.

by
Tracy Alloway
tracyalloway
look it s a black friday sale in bitcoin
Look, it's a Black Friday sale in Bitcoin:
Tracy Alloway
tracyalloway
the percentage of loss making companies listing shares for the first time has reached tech bubble proportions
The percentage of loss-making companies listing shares for the first time has reached tech bubble proportions of about 80% of all IPOs. Bernstein:
Total(1) => 0.2936429977417 f_f_QM(2) => 0.094602108001709 indS(2) => 0.027656078338623 indM(2) => 0.06540322303772 indM_1(2) => 0.0065360069274902 indM_2(2) => 0.0014097690582275 indM_4(2) => 0.0034739971160889 indM_5(2) => 0.013925075531006 indM_6(2) => 0.004453182220459 indM_7(2) => 0.0014500617980957 indM_8(2) => 0.0012938976287842 indM_9(2) => 0.01777195930481 indM_10(2) => 0.014629125595093 f_f_pTL(2) => 0.19608592987061 f_f_dT(20) => 0.19581580162048