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Tue, 14 Feb 2012 13:41:05 GMT Wed, 15 Feb 2012 08:01:55 GMT client.support@ft.com (Client Support) 15 Newspapers http://www.ft.com/rss/markets/insight http://im.media.ft.com/m/img/rss/RSS_Default_Image.gif http://www.ft.com/markets/insight http://www.ft.com/cms/s/0/91501a42-5273-11e1-ae2c-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product Breakthroughs in technology will improve the country’s current account and long-term outlook of the greenback, writes Mansoor Mohi-uddin Tue, 14 Feb 2012 13:41:05 GMT http://www.ft.com/cms/s/0/91501a42-5273-11e1-ae2c-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product 91501a42-5273-11e1-ae2c-00144feabdc0 http://www.ft.com/cms/s/0/e9e3bb54-5661-11e1-b548-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product Until fundamental drivers of euro debt and banking crises are addressed, volatility will remain a constant companion, writes William Buiter Mon, 13 Feb 2012 18:27:32 GMT http://www.ft.com/cms/s/0/e9e3bb54-5661-11e1-b548-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product e9e3bb54-5661-11e1-b548-00144feabdc0 http://www.ft.com/cms/s/0/bf2b5e92-50be-11e1-8cdb-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product Companies should put surpluses to work in their home countries, says David Bowers Wed, 08 Feb 2012 13:37:06 GMT http://www.ft.com/cms/s/0/bf2b5e92-50be-11e1-8cdb-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product bf2b5e92-50be-11e1-8cdb-00144feabdc0 http://www.ft.com/cms/s/0/22f91a6a-4c12-11e1-b1b5-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product The most likely path for unwinding global imbalances is through appreciation of emerging market currencies, writes Jerome Booth Tue, 07 Feb 2012 19:32:55 GMT http://www.ft.com/cms/s/0/22f91a6a-4c12-11e1-b1b5-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product 22f91a6a-4c12-11e1-b1b5-00144feabdc0 http://www.ft.com/cms/s/0/7f9d917a-4d92-11e1-bb6c-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product As sentiment toward the renminbi sours and the political outlook is more uncertain, Henny Sender predicts more money will leave the mainland Thu, 02 Feb 2012 13:56:52 GMT http://www.ft.com/cms/s/0/7f9d917a-4d92-11e1-bb6c-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product 7f9d917a-4d92-11e1-bb6c-00144feabdc0 http://www.ft.com/cms/s/0/2034b62a-4c00-11e1-b1b5-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product Charles Goodhart says central bankers need to refocus attention away from point forecasts and instead be flexible to respond as events unfold Wed, 01 Feb 2012 11:59:36 GMT http://www.ft.com/cms/s/0/2034b62a-4c00-11e1-b1b5-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product 2034b62a-4c00-11e1-b1b5-00144feabdc0 http://www.ft.com/cms/s/0/372a405c-480e-11e1-b1b4-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product The addiction to cheap money continues to hold back economic growth and point to an increasing risk of deflation, writes Satyajit Das Tue, 31 Jan 2012 12:03:37 GMT http://www.ft.com/cms/s/0/372a405c-480e-11e1-b1b4-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product 372a405c-480e-11e1-b1b4-00144feabdc0 http://www.ft.com/cms/s/0/02c7968a-41c3-11e1-a586-00144feab49a.html?ftcamp=published_links/rss/markets_insight/feed//product Capital Requirements Directive IV, which implements Basel III in EU law, is the most substantial of all the post-crisis regulatory measures Mon, 30 Jan 2012 13:55:30 GMT http://www.ft.com/cms/s/0/02c7968a-41c3-11e1-a586-00144feab49a.html?ftcamp=published_links/rss/markets_insight/feed//product 02c7968a-41c3-11e1-a586-00144feab49a http://www.ft.com/cms/s/0/9e8f9070-45a8-11e1-acc9-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product There there is another side to the euro crisis, says Edward Yardeni says: better than expected growth in the US should help to moderate Europe’s recession Wed, 25 Jan 2012 12:16:51 GMT http://www.ft.com/cms/s/0/9e8f9070-45a8-11e1-acc9-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product 9e8f9070-45a8-11e1-acc9-00144feabdc0 http://www.ft.com/cms/s/0/343c763e-45a8-11e1-acc9-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product If yields begin to rise to a more normal level, capital losses could be very large, says Gavyn Davies Tue, 24 Jan 2012 11:29:36 GMT http://www.ft.com/cms/s/0/343c763e-45a8-11e1-acc9-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product 343c763e-45a8-11e1-acc9-00144feabdc0 http://www.ft.com/cms/s/0/e41b3d44-4204-11e1-9506-00144feab49a.html?ftcamp=published_links/rss/markets_insight/feed//product Sector trends can deceive: with detailed and rigorous analysis, there is no substitute for stock selection, writes Laszlo Birinyi Mon, 23 Jan 2012 12:59:19 GMT http://www.ft.com/cms/s/0/e41b3d44-4204-11e1-9506-00144feab49a.html?ftcamp=published_links/rss/markets_insight/feed//product e41b3d44-4204-11e1-9506-00144feab49a http://www.ft.com/cms/s/0/5a45d034-41cd-11e1-a586-00144feab49a.html?ftcamp=published_links/rss/markets_insight/feed//product What further catalysts are required to boost markets, asks Bob Parker Wed, 18 Jan 2012 15:07:03 GMT http://www.ft.com/cms/s/0/5a45d034-41cd-11e1-a586-00144feab49a.html?ftcamp=published_links/rss/markets_insight/feed//product 5a45d034-41cd-11e1-a586-00144feab49a http://www.ft.com/cms/s/0/babb848e-412a-11e1-8c33-00144feab49a.html?ftcamp=published_links/rss/markets_insight/feed//product The current crisis appears to have made conventional analysis redundant with observers condemned time and again to be wrong, writes John Plender Tue, 17 Jan 2012 18:07:42 GMT http://www.ft.com/cms/s/0/babb848e-412a-11e1-8c33-00144feab49a.html?ftcamp=published_links/rss/markets_insight/feed//product babb848e-412a-11e1-8c33-00144feab49a http://www.ft.com/cms/s/0/573eb8b6-3d1c-11e1-8129-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product Investors should consider moves to market-orientated policies as a buy signal for European debt and equities, writes Komal Sri-Kumar Mon, 16 Jan 2012 15:39:33 GMT http://www.ft.com/cms/s/0/573eb8b6-3d1c-11e1-8129-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product 573eb8b6-3d1c-11e1-8129-00144feabdc0 http://www.ft.com/cms/s/0/c47a8570-3c74-11e1-9bcc-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product Questions will have to be asked about the ECB’s holdings and the loans from Europe and the IMF to achieve sustainability of debt burden Wed, 11 Jan 2012 18:42:32 GMT http://www.ft.com/cms/s/0/c47a8570-3c74-11e1-9bcc-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product c47a8570-3c74-11e1-9bcc-00144feabdc0 http://www.ft.com/cms/s/0/2a911462-2b06-11e1-8a38-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product Regulation must not be at the expense of well-functioning activities of the capital markets, writes Martin Fridson Tue, 10 Jan 2012 16:24:37 GMT http://www.ft.com/cms/s/0/2a911462-2b06-11e1-8a38-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product 2a911462-2b06-11e1-8a38-00144feabdc0 http://www.ft.com/cms/s/0/94f66804-388d-11e1-9ae1-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product Re-inflating burst bubbles is easier said than done while the ‘equity gap‘ offers its own challenges, writes Peter Tasker Mon, 09 Jan 2012 11:53:30 GMT http://www.ft.com/cms/s/0/94f66804-388d-11e1-9ae1-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product 94f66804-388d-11e1-9ae1-00144feabdc0 http://www.ft.com/cms/s/0/a2be1866-377e-11e1-a5e0-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product An attempt by regulators to intervene with initiatives such as making a Greek restructuring ‘voluntary’ will lead to unintended consequences Thu, 05 Jan 2012 18:32:25 GMT http://www.ft.com/cms/s/0/a2be1866-377e-11e1-a5e0-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product a2be1866-377e-11e1-a5e0-00144feabdc0 http://www.ft.com/cms/s/0/273ff168-24e2-11e1-8bf9-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product One of the most compelling investment opportunities over the next few years is likely to be in companies that serve domestic demand in emerging markets Wed, 04 Jan 2012 17:23:46 GMT http://www.ft.com/cms/s/0/273ff168-24e2-11e1-8bf9-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product 273ff168-24e2-11e1-8bf9-00144feabdc0 http://www.ft.com/cms/s/0/d7ff64c2-361f-11e1-9f98-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product Developed world growth will continue in 2012 to be hostage to deleveraging process required to address huge debts piled up during credit bubble Tue, 03 Jan 2012 19:21:17 GMT http://www.ft.com/cms/s/0/d7ff64c2-361f-11e1-9f98-00144feabdc0.html?ftcamp=published_links/rss/markets_insight/feed//product d7ff64c2-361f-11e1-9f98-00144feabdc0