China devaluation stirs deflation fears

Concern reflected in falling long-term bond yields and inflation expectations

Currency storms create investment opening

In the market washouts, good names get flushed out with the bad

Pain for most indebted set to worsen

Profligate US Treasury unlikely to suffer but many companies will

China woes increase risk of Fed mistake

Deflationary winds from China and commodities are intensifying

Clock is ticking on US equity correction

Investors appear sanguine given slowing China and likely rate rise

We borrow from the future at our peril

Central banks seem concerned about liquidity, but it is not the issue

Overvalued equities can keep rising

Central banks’ informal policy style puts floor under asset prices

Global reflation/recession battle looms

China’s shift from global customer to global competitor is key factor

Lessons for China from past currency pegs

Similarities exist but also advantage of foreign reserve buffer

What next? A China housing crash?

Prices have fallen but high deposit required means low risk of crisis

Bearish bets multiply as China slows

Effects on trading partners could be severe with Fed rate rise in offing

US consumers are less healthy than hoped

Rise in spending unlikely as wage inflation fails to take hold

Dollar rise: further to go or finished?

Stronger dollar presents problems for many areas in financial markets

GDP bonds answer to Greek debt problem

Move would lower burden without being unfair to other debtor countries

China support for stocks tracks tradition

Japan and Hong Kong have used similar tactics but difference lies in valuation levels

Why gold has lost its shine for investors

Metal has not reacted to events that would usually push up price

Why summer storms loom for investors

Pressure on EMs, concerns on China and US rate make explosive package

Trigger for global shift into renminbi

Inclusion in IMF’s special drawing right currency unit could prompt $100bn of official buying

China tech to gain index inclusion boost

Plans to include Alibaba and others in MSCI EM index could feed bubble or bring some stability

S&P 500 needs stronger company commitment

Corporate investment can drive earnings and lift returns

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