Dollar-equities link confuses algorithms

Traders could be forgiven if their logic circuits are in a twist

The art of Japanese debt juggling

What began as a radical way to beat deflation is now standard

Guessing game that’s hardly child’s play

Which market sector trades at the highest multiple of estimated earnings?

Fundamentals matter for view on shares

A paper from the US Office of Financial Research suggests shares are expensive on three measures

Superlative performance for dollar bulls

Investors should pay less heed to central bank predictions and avoid herds

Deflation and the price of money

Central banks are working on the same assumption but might be focusing on the wrong figures

Dollar bet is all-encompassing

Speculators have made the biggest ever gambles on the greenback in the futures markets

A better class of rally in Japan

Look to currency for a reason to prefer the latest phase

Derivatives contribute to FTSE’s late fall

Investor willingness to dabble in volatility trading blamed

Investors ignore eurozone’s fundamentals

Region’s currency slumps but economy is humming

ECB’s fuel injection sends stocks racing

Time to decide if Europe is fixed or if there’s a pile up ahead

QE pushes the bond markets out of sync

The signalling role of German Bund yields has become confused

Investors in two minds over QE in Europe

Stocks have done well in a short time, always reason for caution

Hard to identify concerns infecting markets

Once pressing issues have gone away or been contained that markets see little to fear in them

Fossil fuels one issue among many

If Paris conference seals deal that halves money to oil producers it will be a triumph for green lobby

Austrian precedent for bank bondholders

The result should be a higher cost of capital for banks — as opposed to taxpayer subsidies

Fed pulls a Jedi mind trick on bonds

If Fed ignores oil-driven fall in prices, rates may rise by June

China is no longer a bargain

Reform brings risks, A-shares are a bet not only on this but on available leverage to buy shares

Reading between the lines of Fed speak

When it comes to data interpretation, it’s all in the language

Footsie’s rise should ring warning bells

Benchmark is touching highs last seen in the dotcom boom of 1999

The central bank minutes guessing game

Dangerous to read too much into pages from the Fed or ECB

The dangers in rising bond yields

No accompanying rise in economic hopes could be bad news for shares, writes James Mackintosh

Tough talks rarely end until deadline due

Markets seem to be ignoring the risk that Greece exits the euro

Pity Japan after its third recession

Investors expect better-run companies but remain doubtful about Abenomics

Forget Grexit, time to worry about Brexit

Pre-election jitters are starting to show in option prices