Iron ore proves 2014’s commodity turkey

Steelmaking ingredient down more than 50%, outpacing Brent’s fall

Oil’s fall may prompt BoJ easing

Central bank is aiming for a 2% rate of inflation

The January effect after the Santa rally

Low-quality shares may do well in January, but tend to underperform the rest of the year

Bets against long duration bonds can hurt

Wellcome Trust rides high on three big trends of the year

Will cheap oil stop Fed’s wheels turning?

Volatility is not reassuring for financial stability

Oil: a tale of two outcomes

The division looks neat: sell oil exporters, buy oil importers, but it isn’t so easy

ECB fails to woo Europe’s banks

Apparent failure of TLTROs should make ECB more likely to bypass banks and buy government bonds

Double whammy in dollar’s growth story

US currency performs switcheroo as it slips despite investors seeking safety

China fall barely begins to correct rally

If China’s punters prove as anxious as they were complacent, tough times await in Shanghai

China’s Great Muppet Caper

The best explanation for the reversal in shares is not fundamental, but technical

Wobbling equities fail to sway economists

Confidence that growth will improve next year shows where the real US disconnect is

ECB division on wording fails to impress

Markets expect much from next ECB meeting. If Mr Draghi does not deliver, fall-out will be painful

Cheaper oil’s effect on asset prices

Oil producers do not just sell oil; they invest proceeds into foreign assets

Markets are unfazed by Japan’s downgrade

Moody’s downgrade of Japan merely brings the rating down to match Fitch

Bargain-hunting in Russia

The plunging rouble has left Russian stocks back down at 2009 levels when measured in dollars

Europe’s QE front runners step up

Markets think it will happen but will not work

Greek yields act as eurozone ‘fear gauge’

Markets are concerned about stalled talks between Athens and its international creditors

US growth rising – but don’t bet on it

The US economy grew faster than thought in the third quarter. Is it worth buying into?

ECB in quandary on asset purchase schemes

Buying gold might be ECB’s most politically acceptable form of large-scale quantitative easing

Another day, another eurozone let-down

If anyone is surprised by latest set of disappointing data, they have not been paying attention

Japan bond bets: high risk but low cost

If Abenomics works and inflation accelerates, yields should pick up

Beware unpleasant surprise in forecasting

Median long-run rate prediction is down from 4% last December to 3.75%

Foreign investors board ‘through train’

Four of the five most popular shares were state-owned enterprises

Bargain hunting among oil producers

Investors thinking about buying oil shares after their fall should be wary

Be wary of the consensus on euro

General view is the currency is going down against dollar