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Dollar bears in for shock if US cuts energy imports

Oil and gas breakthroughs to improve current account

Feb 13, 2012

Greece far from safe even after debt swap

The LTRO has merely bought the euro area time

Feb 8, 2012

Watch out as sovereigns eye company cash piles

Corporates face surpluses being put to work to ease public strains

Feb 7, 2012

Avoiding EM economies is the biggest gamble of all

Appreciation of EM currencies will help unwind global imbalances

Feb 2, 2012

China’s capital flight looks ready for take-off

But widening wealth gap creates social challenge

Feb 1, 2012

Longer-term forecasts are a step backwards

Charles Goodhart says central bankers must be more flexible

Jan 31, 2012

Low rates: the drug we can all do without

Addiction to cheap money continues to hold back growth

Jan 30, 2012

Europe needs to flex its muscles with banks

New capital rules must not make the same mistakes

Jan 25, 2012

The US economy’s ‘double recovery’

How the tentative rebound is poised for take off

Jan 24, 2012

Equities can outstrip bonds in a liquidity trap

If yields begin to rise, capital losses could be very large

Jan 23, 2012

Look to history for profitable stockpicking

Sector trends can deceive: there is no substitute for stock selection

Jan 18, 2012

Equities will look more attractive later in 2012

Market catalysts are seen coming together

Jan 17, 2012

Forecasting toolkit challenged by ‘new abnormal’

Condemned time and again to be wrong

Jan 16, 2012

Policy shifts – a buy signal for Europe equities

Eurozone and US must find market-orientated solutions to malaise

Jan 11, 2012

Greece’s private sector deal unlikely to be final act

Questions will have to be asked about the ECB’s holdings

Jan 10, 2012

Rating agency reformers should use scalpel, not axe

Regulation must not be at the expense of well-functioning activities

Jan 9, 2012

Emerging markets’ golden age is at an end

Re-inflating burst bubbles is easier said than done

Jan 5, 2012

Meddling in credit swaps poses sizeable stability risks

‘Voluntary’ Greek restructuring will lead to unintended consequences

Jan 4, 2012

Global stocks best way to tap domestic EM growth

What matters is the demand a company serves, not its domicile

Jan 3, 2012

Don’t expect economic boost from cash-rich companies

Developed world growth hostage to post-credit bubble deleveraging

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