Feb 10, 2012

A brighter view of banking under Volcker

Wall Street

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

Jan 6, 2012

Equities still one of best bets in low-yield world

Stocks may be least bad place to park one’s savings

Dec 30, 2011

Tumultuous year ends with few rewards for risk-takers

Stockpickers have rarely had a harder time

From CAPITAL MARKETS Dec 23, 2011

Twist in the tale of bond market’s orphan asset

Yields on 30-year Treasuries could head towards 4% in 2012

Dec 16, 2011

Don’t place too much faith in bullish case for high-yield

Macro backdrop suggests the benign scenario may be too optimistic

Dec 9, 2011

Follow US Treasury bond yields for a reality check

Mismatch between real economic indicators and forecasts has grown

From COMMODITIES Dec 2, 2011

Oil bulls have reason to think high prices may get higher

US consumers now less susceptible to next oil shock

Nov 25, 2011

Budget deadlock dents US equities

Inbox runneth over with political commentary. This is rarely a good sign

From EQUITIES Nov 18, 2011

Wall Street has many reasons to be nervous about banks

Uncertainty over eurozone exposure and US regulation

Nov 11, 2011

MF Global provides a lesson in crisis

Liquidity can disappear in a heartbeat in a volatile market

From CAPITAL MARKETS Nov 5, 2011

Traders like sound of ‘Bernanke Put’

Federal Reserve suggests possibility of further quantitative easing

Oct 28, 2011

Value fund believers struggle to keep faith

Stock-by-stock analysis is being sorely tested, writes Dan McCrum

Oct 21, 2011

Commodities curbs could hurt legitimate risk hedging

Caps on speculators will inconvenience the wrong people

Oct 14, 2011

Investors must ask how good the good news is

Wall Street’s cheerleading on profits requires careful thinking

From EQUITIES Oct 7, 2011

Time of greatest fear offers opportunity

S&P 500 earnings per share forecast to hit a record

Sep 30, 2011

The world has turned to US dollar by default

Other havens have been taken out of the game

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