Caterpillar muddies economic forecasting

Be wary of current 3% consensus for US growth next year

The big test: what happens when rates rise

Prospect of UK increase has done little to hurt stocks so far

Dollar back in step with equities

Greenback and shares renew positive link broken in 2008

Investors are unprepared for geopolitics

Barely an icicle is forming despite talk of a new cold war

Complacency invites stupid deals

Today’s deals are cash heavy, reflecting even cheaper bond and debt financing than 2007

China’s slowdown on hold

Numbers have eased but it may not be for right reasons

Puzzling omnipotence of Fed chair’s view

Unclear why biotech shareholders cared about Yellen’s comments

Investors overlook Scots’ bid for freedom

It is hard to detect any tartan discount in bonds or sterling

Business as usual for the eurozone

As long as concern over BES remains contained it should be a good thing

BES woes fail to fuel crisis fears

Portuguese lender not a test on the scale of Dexia’s failure

Markets feel toppy, but might get toppier

The more complacent investors become, the more risk they will take

French bemoan dollar in a league of its own

No suitable alternative to greenback as global reserve currency

Odds are improving for bets on the dollar

Bulls may triumph if the US economy maintains its progress

Yellen warns investors on bond volatility

Raising interest rates risks spooking market

Today’s bull case suggests a worse decade ahead

Rumble of geopolitics cannot be heard over stampede into IPOs

Where are the bargains among equities?

The market is elevated, a worrying sign of froth

Reaching for income in a low-yield world

It is rare for such broad-based returns to continue

Reasons to be cheerful, despite shrinkage of the US economy

Worst quarter’s GDP since 2009 may not be all bad news

Vintage year for investors despite unrest

A remarkable calm has descended on world markets

The French cannot deter the capitalists

One would expect a discount for foreign investors

A tale of two US central bankers

Janet Yellen says valuations are within ’historical norms’

China’s poor investments loom large

Beijing has slowed lending by leaning on the banks

Fed’s complex relationship with inflation

We will find out if the US central bank is rattled by its rise

Rate market pushes up Australian dollar

Hunt for higher bond yields is behind currency’s strength

Shortcomings of Shanghai trading exposed

Widening gap in dual-listings may indicate investor doubts