From CAPITAL MARKETS May 24, 2013

What goes up must come down

May 23, 2013

Do not assume crash positions yet

A drop of 5-10 per cent in market might be healthy

May 22, 2013

Market is under the spell of the Fed

Market is under the spell of the Fed

May 21, 2013

Dumb money returns to Japan

Private investors arrive late to the party

From EQUITIES May 20, 2013

Short position holders have been hit hard

US equities on the ascent

May 16, 2013

US economy is not doing as well as hoped

US economy is not doing as well as hoped

May 15, 2013

Wall Street shuns China to buy American

Wall Street shuns China to buy American

May 14, 2013

Spiking’ Japanese bond yields haunt Kuroda

The 10-year yield has almost doubled since last month’s low

May 13, 2013

Beware side-effects of biotech boom

Scale of rally suggests caution is warranted

May 9, 2013

In Japan, reality refuses to follow theory

Market following financial not economic logic

From CURRENCIES May 8, 2013

Simple economics matters more than currency wars

Central banks can only beat market if they are willing to bet big

From CAPITAL MARKETS May 7, 2013

Flat Coke is good news for stock rally

Consumer staples losing fizz allows hope for rising market

From EQUITIES May 6, 2013

GungHo and the Abe trade’s next leg

Rediscovering a taste for equities

May 2, 2013

The kind of cut that would matter

Draghi says technically the ECB is ready for a negative deposit rate

May 1, 2013

Libor, ‘the rate at which banks do not lend to each other’

Libor, ‘the rate at which banks do not lend to each other’

Apr 30, 2013

The first signs of the bears giving up

Despite slowing economies markets are still pushing upwards

Apr 29, 2013

Symbolic battle on rates at the ECB

There should still be doubts about an ECB cut

Apr 25, 2013

Yield lowest in seven years on Tuesday

Yield lowest in seven years on Tuesday

Apr 25, 2013

Video: Tigers of the wild frontier

Apr 24, 2013

Rwanda benefits from ‘frontier’ yield hunt

Return on the country’s first dollar bond is extraordinarily low