May 25, 2012

Invasion of covered bonds stalls at US gate

Mainstay of European debt on brink of a breakthrough

May 18, 2012

Resource stocks mirror global economy

Share declines show investors expect slowdown

From CURRENCIES May 12, 2012

Euro fall would raise stakes for China/US

A cheap currency seems more palatable than austerity

May 4, 2012

Bond backdrop provides little comfort

Investors face familiar dilemma in potential spring slowdown

Apr 27, 2012

High-yield debt thrives in Fed hothouse

Low rates distort investment behaviour

Apr 20, 2012

How rewired investment banks go with the flow

Focus on low-margin business buoys big US banks’ earnings

Apr 13, 2012

Shale gas unlikely to reignite US economy

Drilling boom’s benefits will have limited impact

Apr 6, 2012

Fed injections can be hard habit to kick

QE risks entrenching a stop and start recovery

Mar 30, 2012

Risky assets are hooked on monetary morphine

Liquidity has yet to inspire real economic recovery

Mar 23, 2012

How US banks became blueprint for Europe

US lenders weaned off central bank liquidity support

From EQUITIES Mar 16, 2012

Weather alert: sun could be bad for risk assets

Mild winter has aided equities’ rally

From CURRENCIES Mar 9, 2012

Fearful investors look to a world after QE

What happens when governments stop propping up securities?

From EQUITIES Mar 2, 2012

Beware betting on the Nasdaq bull

The tech index may be flattering to deceive

From EQUITIES Feb 24, 2012

Bulls sniff out plenty of reasons to be optimistic

S&P 500 passes post-crisis closing high

From EQUITIES Feb 17, 2012

Equities’ hot streak poses stock picking dilemma

Investors can return to the table and bet or save and back the house

Feb 10, 2012

A brighter view of banking under Volcker

Rule could boost one aspect of earnings: return on equity

Feb 3, 2012

Investors beware gold’s deceptive beauty

Direction of bullion may hinge on interest rates

Jan 27, 2012

Double-edged sword of Fed’s interest rate policy

‘Lower for longer’ will tighten pressure on savers and pensions

From EQUITIES Jan 20, 2012

Radiant outlook for energy sector

Instability and Iran boycott could foster volatility in 2012

Jan 13, 2012

Bank earnings epitomise abiding uncertainty

Safety, cash flow and caution are the watchwords