‘Tina’ stocks: There is no alternative

Dividend yields in the US and Europe return more than bonds

Back dollar vs yen on Fed hawkishness

Janet Yellen speaks at Jackson Hole later this week

Gas price fall takes edge off consumer gloom

S&P 500 Consumer Discretionary index down 0.6% for year

Euro feeling the weight of investor gloom

Talk of Europe’s ‘Japanification’ abounds as disinflation grips

BoE statement to set pace for sterling

UK investors appear to be betting on continuing low inflation

Wheat more at risk from tanks than tractors

Prices fall after Russian forces pull back from Ukraine

A brave bet that the Aussie will prosper

Errant economic data undermine Citi’s forex strategy

Profit margins key to US equity dominance

Investors reward US firms for wringing more profits from revenues

Weaker correlations boost diversification

Japan stocks have least positive correlation with S&P 500

El Niño affects FX as well as commodities

Australia, NZ and Japan would suffer significant output losses

Think Jack Bauer in manic market Friday

Busy calendar of data will kick off August trading

Range break may see fresh yen weakness

Flattening curve may be investor message

Narrowing yield spreads could be eyed warily by the Fed

When volatility knocks: what to watch for

UBS issues market squall warning

Prepare for a storm when insurance is cheap, Swiss bank says

Yield spike warning for junk bond market

Risk premium for holding high-yield corporate debt too tight

Risks to sterling may not be appreciated

Euro resilience facing severe tests

Economic and monetary divergence taking its toll

EM stocks need not fear another tantrum

Taper reaction may not be repeated with Fed rate rises

Keep calm and remove loose policy

Bulls say stress measures are so low, policy change will not rattle markets

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