Testing the limits of divergence

Like any trade, its success depends on what is already priced in

Beware of the Fed’s guidance

The question is whether last year’s ‘taper tantrum’ was the full extent of bond and equity market reaction

Poor ECB take-up a sign of eurozone woes

Many banks shun money as they see little demand from customers

Playing the odds with Scottish vote

Polls and punters split on outcome of referendum

The looking-glass world of Fed-watchers

For now, bond yields depend on Yellen’s words ‘considerable time’

It’s not completely bad news for China

Slower growth makes it easier to rebalance the economy

A rocket ride for Alibaba IPO

Good times for flotations tend to be a bad time to invest

Scottish risks focus minds of investors

Yes or No, there could be big implications

Pricing in threat of Yes vote on sterling

Pound recovers from lows this week to be up more than 1%

Dollar’s strength is starting to show

Greenback is holding out as other trends yo-yo

Bubbles burst regardless of sentiment

Salmond’s threat on the pound and debt

Risks of repudiating debt after a Yes vote are overstated

Mario Draghi impresses but more is needed

ECB president’s action cheered investors, but it falls short of full QE

How ‘Sell in May and go away’ held up

Hedging against a Scottish Yes vote

There is an alternative to simply selling sterling

Dollar bulls need to hold their horses

Dollar enthusiasm has its limits

Midterms set to reawaken political risk

Investors spoiled by calm on Capitol Hill since last year’s shutdown

Classic warning sounds for investors

S&P 500 and Treasury bonds send conflicting messages

Citic revamp matters, despite a dull name

Compelling stimuli for bank debt issuance

Draghi’s starting gun yet to fire, but investors are racing ahead

The JGB – a strange kind of haven

Foreign investors pile into JGBs as they rarely have before

‘Fear gauge’ loses its punching power

Vix index a handy ‘buying on the dip’ indicator for equity bulls

Russia helps lower crude prices

Refineries in country improve quality of oil to Europe

An indifferent time for Japan

Investors seem bored of inaction at the BoJ

Euro’s weakness counters recent gloom

Weaker currency aids eurozone share prices