Divorce from fundamentals spells volatility

Thanks to Fed policies, investors ignore slower earnings growth

High drama in link between ETFs and HFT

HFT driven outflows from exchange traded funds hit underlying stocks

Momentum slows as markets wait for growth

Cracks are appearing that may be signs of a larger equity pullback

Retail investors join the US equity party

ETF flows now positive for 2014 as optimism in rally improves

There are no runners-up in this tech boom

Business models are more profitable but competition is rampant

Banks are a proxy for credit bubble fears

Regulators better able to target banks in quest to eliminate risk

Investors defy warnings on US valuations

Stocks looking overpriced if growth fails to pick up

Investor support for US bonds on the wane

Political and economic concerns keep Treasury buyers at bay

Bold turn for subprime car loan deals

Pre-funding is like spending winnings before cards have been dealt

Data shocks are barrier to dollar rally

US currency benefits from Fed taper and stressed EM selling

Puzzled US investors weigh January losses

Was the stock market dip just a blip or the start of a correction?

Rate support for leveraged buyouts fades

The profits of the Hilton buyout and IPO won’t be repeated soon

Competition for banks lurks in shadows

Tighter rules for commercial lenders drive growth in shadow banking, writes Tracy Alloway

Rate-driven Treasury market shakeout feared

Shorter-dated bonds are most vulnerable to rise in interest rates

Gold bulls lose faith in bullion’s allure

Last year’s losses battered the metal’s reputation as a store of value

Zero rate zone powers US stocks rally

The Federal Reserve punchbowl is fuller than at first glance

High-yield bonds benefit from rotation

While equities outperform bonds, fixed-income sales remain robust

Dead or alive? Schrödinger’s markets

True economic health will be known only when stimulus is removed

US equity bulls eye 2,014 for 2014

After stellar gains for the S&P 500 this year, investors are looking ahead

Runaway stocks approach rally’s end point

Even the most aggressive monetary easing has its limits