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Insight: Markets are too optimistic
Amitabh Arora, rates strategist at Lehman, assesses how deep and long the current economic malaise will be
A global rebalancing act
There are mixed signals for the global economy, with inflation rising at a time of slowdown, writes Jerome Booth
A race against time
Sentiment must stabilise and the system recapitalised before fresh signs of credit turmoil emerge, writes Gillian Tett
Insight: Banking inadequacies are poorly addressed
As the world seemed to be tiring of Basel II, credit market turmoil has thrust concerns over banks’ capital adequacy firmly back into the spotlight
How China’s citizens could provide a prop for US equities
Beijing should allow individuals to export capital. The US could absorb the resulting flow via equity rather than debt markets
Turn away from screens for the way to greater Libor accuracy
Onus is on bank lenders to price risk and cost of funds more efficiently to reduce the spread differential between markets, says Julian Van Kan
Triple A prices are out of sync
Restoring sanity to the structured credit market is likely to take more time, writes Gillian Tett
Insight: Russian grain could help ease food crisis
Russia could hold the key to securing future food supplies and restoring supply and demand imbalances, writes Richard Ferguson at Nomura
Fed needs tough chief in Paul Volcker mould
Central bankers do not always do the right thing, often because that would involve great career risk
Insight: No bubbles, just fundamentals
High commodity prices are not by themselves evidence of a market bubble, writes Vivek Tulpule, chief economist at Rio Tinto
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