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Insight: Corporates hold key to recovery
The dominant contributing factor in this recession has been the collapse of corporate, rather than consumer, spending, writes David Bowers
Insight: The clearing house rules
Don’t let the fact that no clearing house has failed before create complacency, writes Gillian Tett
Insight: Safety net for money market funds
New standards are needed for risk and liquidity management within money market funds, says Hugo Bänziger at Deutsche Bank
Insight: WTI is losing its glitter
What’s surprising about Saudi Arabia dropping the Nymex contract as its benchmark oil price is that it took so long to happen, says Ed Morse
Market Insight: China heads for a Japan-style bubble
The current frothiness of emerging markets, centred around China, may only be a foretaste of what is to come, says Peter Tasker
Insight: Lessons learned in Singapore
What is being quietly tried in Singapore’s property market may yet spread to western markets, writes Gillian Tett
Insight: Stimuli can be safely removed
The revival in household income and spending will make fiscal stimuli redundant over the next few quarters, writes Tim Bond at Barclays Capital
Insight: Rethinking capital structures
We are in an interregnum where investors are circumspect about leverage, says John Plender. Now’s the time for companies to think again about capital structures
Rally fuelled by cheap money brings a sense of foreboding
The trigger is the money central bankers have poured into the system that is without a home since most banks do not want to use it to make loans
Market Insight: The nightmare of control
Financial markets fear that the ‘Made in Washington’ fiscal stimulus may be prematurely unwound, writes Joe Quinlan
