From CAPITAL MARKETS 10:22am

Fed QE exit must avoid collateral damage

Scarcity has disrupted the repo market

May 21, 2013

Central bankers turn deaf ear to warnings

Yields on US and UK government bonds fell and their currencies appreciated, pointing to resurgent inflation

From COMMODITIES May 20, 2013

Listen to what gold is really telling us

Like Apple, valuation has become divorced from fundamentals, writes Mohamed El-Erian

May 15, 2013

Central banks will keep equities afloat

Continued monetary easing means there are no reasons stock markets should see a steep slide

May 14, 2013

Market cultures clash in Istanbul

Western regulatory medicine does not suit all

May 13, 2013

American investors should think local

Data increasingly refute the widely held belief that emerging markets offer the best growth

Melissa Kidd From PERSONAL FINANCE May 10, 2013

Market Insight: Why the US beats Europe

US shares deserve their valuation premium to Europe

May 8, 2013

Eurozone crisis urges debt restructuring

Early resolution is less costly than delay, says Willem Buiter

May 7, 2013

Support for higher bank capital ratios

Banks’ argument on expensive equity capital and increasing it has been demolished

May 2, 2013

Gulf needs more hospitals than Hummers

Kuwait is wise to invest more in real estate and infrastructure projects

May 1, 2013

Employers must put reserves to work

Wage expectations are rising, and companies must consider boosting productivity by investing

Apr 30, 2013

ECB under pressure for more shock and awe

An expected interest rate cut by the central bank will not be enough to restart growth

Apr 29, 2013

Italy will lead revolt against austerity

Belt-tightening fatigue will lead to measures resulting in assets trading at more realistic valuations

Apr 24, 2013

Bank of Japan action threatens emerging Asia

Sharp liquidity rise to push up inflation and could stoke bubbles

Apr 23, 2013

Global banking and regulation already fractured

System diversity is reduced by pushing banks in a monoline direction

Apr 22, 2013

Misuse of collateral creates systemic risk

Rather than reducing risk, collateral in practice creates different risks for a number of reasons

From PERSONAL FINANCE Apr 19, 2013

Markets Insight: Optimism for Japan

Corporate Japan may pay out more dividends as yen weakens, says Sarah Whitley

From PERSONAL FINANCE Apr 17, 2013

Markets insight: Lower your expectations

Low interest rates mean low equity returns

Apr 17, 2013

A weak yen is not the solution for Japan

Investors have become complacent about monetary easing

Apr 16, 2013

High price of ignoring EU’s tax on trades

A financial transactions tax could be easier to implement than markets imagine

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