From CAPITAL MARKETS May 17, 2013

Easy money QE party will leave a hangover

Investors left to wonder if there’s time to buy before last call

From EQUITIES May 10, 2013

Rational exuberance still points to stocks

Smart private equity money ahead of curve

From EQUITIES May 3, 2013

Growth outside QE required to curb flaws

Market’s lack of correction sparks frustration

From CAPITAL MARKETS Apr 26, 2013

Return of risky lending practices

Situation is similar to pre-2007 housing market mania

From EQUITIES Apr 19, 2013

Easy money brews sudden swings

Fall in gold provides warning for other asset classes

Apr 12, 2013

Share buybacks bode ill for real economy

Record company buying spree but outcome mixed

The dome of the US Capitol is lit up in the evening in Washington, DC ©Bloomberg From CAPITAL MARKETS Apr 5, 2013

Forget debt fears, US is better than Germany

Bond investors face less favourable times, not disaster

A bull statue stands in the Financial District near the New York Stock Exchange in New York, U.S., on Friday, Dec. 18, 2009. U.S. stocks rose, trimming a weekly loss for the Standard & Poor's 500 Index, after better-than-estimated profit at Oracle Corp. and Reseach In Motion Ltd. boosted technology companies. ©Bloomberg Mar 29, 2013

Clipping deposits sparks rethink on risk

Cyprus fallout drives renewed interest in alternative investments

Mar 22, 2013

Storm clouds cast pall over hot US loans

Demand still strong but new rules threaten CLO funds

Mar 15, 2013

Fed sets up risk of future disappointment

US economy has to catch up with Fed-boosted stocks

Mar 8, 2013

Bond traders take bearish action on junk

Selling may trigger major dislocation for interest rate markets

Mar 1, 2013

Free lunch will come to an untidy end

Investors fear asset bubbles created by Fed policies

From CAPITAL MARKETS Feb 22, 2013

Private-label mortgage securities take root

Spurt in riskier issuance muted by regulatory uncertainty

From EQUITIES Feb 15, 2013

Relish the lessons in Buffett ketchup deal

Peerless record stems from choosing where to invest capital

Feb 8, 2013

US crude exports argument needs refining

Rises in domestic supplies shut out millions of export barrels

Feb 1, 2013

House price rebound cruising for a fall

Beware US real estate flippers that could cause recovery to flop

Jan 25, 2013

S&P on pace for best January since 1997

Good news for bulls as stock market rally points to lift for 2013

Jan 19, 2013

Cheap finance helps Dell deal but won’t fuel buyout boom

Private equity has not been able to exploit market conditions

Jan 11, 2013

Big banks have liquidity wishes granted

Basel’s new regime is in many ways a win for Wall Street

Jan 4, 2013

Hooligan investors await flag to charge

Surging back and forth could easily continue