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The Future of Computer Trading in Financial Markets

Must read (objective) report on the dangers of automated securities exchange. Courtesy Themis Trading. From BIS.
This report identifies impersonal efficiency as a driver of market automation during the past four decades, and speculates about the future problems it might pose. The ideology of impersonal efficiency is rooted in a mistrust of financial intermediaries such as floor brokers and specialists. Impersonal efficiency has guided the development of market automation towards transparency and impersonality, at the expense of human trading floors. The result has been an erosion of the informal norms and human judgment that characterize less anonymous markets. We call impersonal efficiency an ideology because we do not think that impersonal markets are always superior to markets built on social ties. This report traces the historical origins of this ideology, considers the problems it has already created in the recent Flash Crash
of 2010, and asks what potential risks it might pose in the future. Before considering its risks, it is important to point first to the many benefits of automation. The
most important advantage has been a notable narrowing of the spreads in the equities market. In addition to lower transaction costs, the structure of the market now has competing centres for order matching, and provides direct access to small investors. Equally important, the audit trail generated by electronic trading has made surveillance more effective.

International banking and financial market developments-BIS

From the latest BIS report; News on the euro area sovereign debt crisis drove most developments in global financial markets between early September and the beginning of December. Amid ratings downgrades and political uncertainty, market participants demanded higher yields on Italian and Spanish government debt. Meanwhile, difficulties in meeting fiscal targets in a recessionary environment weighed on prices of Greek and Portuguese sovereign bonds.

Conditions stabilised somewhat in October on growing optimism that the end-month EU summit would propose comprehensive measures to tackle the crisis. But by November, investors were growing sceptical about the adequacy of some of these measures. Sovereign bond yields then rose across the euro area, including for higher-rated issuers.

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Future of HFT

As HFT churn this no liquidity market, we present you thoughts on the Future of Computer Trading in Financial Markets.

Computer based trading has transformed how our financial markets operate. The volume of financial products traded through computer automated trading taking place at high speed and with little human involvement has increased dramatically in the past few years. For example, today, over one third of United Kingdom equity trading volume is generated through high frequency automated computer trading while in the US this figure is closer to three- quarters.

Whilst the prevalence of computer based trading is not disputed, there are diverse views on the risks and benefits which it brings today, and how these could develop in the future. Gaining a better understanding of these issues is critical as they affect the health of the financial services sector and the wider economies this serves. The increasingly rapid changes in financial markets mean that foresight is vital if a resilient regulatory framework is to be put in place. A key aim of this Foresight project, which has been overseen by a group of leading experts, has therefore been to draw upon the very best science and evidence from across the world to take an independent look at these issues.

Full reading here.

BIS Quarterly Review

Bis Quarterly Review gives some insight into the European Mess;

Global growth and sovereign debt concerns drive markets.

Sharp downward revisions to the strength of recovery in several major economies, particularly in the developed world, drove down the prices of growth-sensitive assets during the review period. Market participants’ concerns about growth were amplified by perceptions that monetary and fiscal policies had only limited scope to stimulate the global economy. The negative news about macroeconomic conditions was compounded by concerns about euro area sovereign debt spreading from Greece, Ireland and Portugal to Italy and Spain. This led to tighter funding conditions for European banks and even affected pricing in euro area core sovereign debt markets. All of these developments led to flows into safe haven assets. Table 1 summarises the major events that affected expectations for global growth and sovereign debt markets during the review period.

Full BIS report here.