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On London: Inflationary fears linger
The expansion of QE was a sign of confidence in recovery but bondholders disagree, writes Jennifer Hughes
On London: Tightening holds key to rally
The stock market rally, which started back in March, is about to face its biggest test
Small energy groups ride crest of oil price wave
There are reasons to think that the share prices of small E&P stocks are starting to become a bit frothy, but investors aren’t always listening
The Footsie can count on more than QE
The London Society of Chartered Accountants is an unlikely place to signal a subtle, but important, change of emphasis in a central bank policy
On London: Miners boom on Chinese demand
Since the March lows, it has paid to buy mining stocks on every pull back,and so far October is proving no exception, writes Neil Hume
On London: Reasons to be cheerful for cash calls
Investors are more optimistic about the economic outlook, more funds are available to back equity issues, and companies raising capital have outperformed the FTSE All Share index
Lower gilt yields help King and QE
This week Mervyn King, the Bank of England governor, had one of his Diego Maradona moments
Back from the beaches to a sweet September
September is struggling to live up to its reputation as the toughest month for equities as the rally keeps on going, writes Neil Hume
G20, equities and a ‘double dip’
At some point the G20 and others will need to restore their rapidly deteriorating finances
On London: Banks will be sales targets
There are many reasons that investors might return from sunnier climes and bank profits – by selling bank stocks which have had incredible runs




