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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
the stock of negative yielding emerging market debt has doubled in size over the past week em corporate bonds
The stock of negative-yielding emerging market debt has doubled in size over the past week. EM corporate bonds with sub-zero yields *tripled*

by @selcukgokoluk
Tracy Alloway
tracyalloway
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i ll be writing some thoughts for the asia edition of our five things morning newsletter from now on since it
I'll be writing some thoughts for the Asia edition of our Five Things morning newsletter from now on. Since it's completely free, I can confidently say this is value for money. You can sign up below!

Tracy Alloway
tracyalloway
philippine stocks are now in a bull market
Philippine stocks are now in a bull market.

Tracy Alloway
tracyalloway
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the new odd lots is out on this week s episode and i speak with bloomberg macro strategist mark cudmore on why
The new Odd Lots is out! On this week's episode, @TheStalwart and I speak with Bloomberg macro strategist Mark Cudmore on why he's flipped from bull to bear.

Mark's one of our fave Odd Lots guests, and is definitely worth listening to.

Tracy Alloway
tracyalloway
this statistic still amazes me
This statistic still amazes me:

Tracy Alloway
tracyalloway
primary dealer holdings of us treasuries are still hovering around record highs after last week s auction of 3
Primary dealer holdings of U.S. Treasuries are still hovering around record highs after last week's auction of 30-year bonds (featuring the lowest indirect bidder take-up in more than four years, and a 2.6bps tail).
Tracy Alloway
tracyalloway
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consolidating financial research into a handful of major firms probably wasn t what mifid ii was aiming for at
Consolidating financial research into a handful of major firms probably wasn't what Mifid II was aiming for. At least, I hope it wasn't.

by @justinaknope
Tracy Alloway
tracyalloway
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paper from the boe showing big mark to market losses on cds positions can cause fire sales in the underlying c
Paper from the BOE showing big mark-to-market losses on CDS positions can cause fire sales in the underlying cash corporate bond market.

👇👇👇

Tracy Alloway
tracyalloway
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icymi etf liquidity concerns with a twist a growing number of money managers are using etfs as liquid assets t
ICYMI: ETF liquidity concerns with a twist - a growing number of money managers are using ETFs as liquid assets that can be easily exited in times of stress.

by @rachelevans_ny & @notthatECB
Tracy Alloway
tracyalloway
the vietnam issue charted exports to the us are surging alongside imports from china via bofaml
The Vietnam issue, charted. Exports to the US are surging, alongside imports from China. Via BofAML:

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) => 0.45796394348145 f_f_QM(2) => 0.21727108955383 indS(2) => 0.030910968780518 indM(2) => 0.18371987342834 indM_1(2) => 0.055617332458496 indM_2(2) => 0.001410961151123 indM_4(2) => 0.048298835754395 indM_5(2) => 0.010235786437988 indM_6(2) => 0.0035941600799561 indM_7(2) => 0.0092802047729492 indM_8(2) => 0.0021460056304932 indM_9(2) => 0.017683982849121 indM_10(2) => 0.034993886947632 f_f_pTL(2) => 0.23671889305115 f_f_dT(20) => 0.23631930351257