http://www.ft.com/markets/insighthttp://www.ft.com/rss/markets/insightFT.com - Markets Insighten© Copyright The Financial Times Ltd 2008. "FT" and "Financial Times" are trademarks of the Financial Times.support@ft.comWed, 2 Jul 2008 15:04 BSTSat, 05 Jul 2008 11:41:34 BSTNewspapers15http://news.ft.com/cms/d1f3ce1a-6bbe-11da-bb53-0000779e2340.gifhttp://www.ft.com/markets/insight(PICS-1.1 "http://www.classify.org/safesurf/" L gen true for "http://www.ft.com/" r (SS~~000 1))http://www.ft.com/cms/s/0/63b1772c-483e-11dd-a851-000077b07658.htmlhttp://www.ft.com/cms/s/0/63b1772c-483e-11dd-a851-000077b07658.htmlThe idea that headline inflation will increase beyond the autumn is bizarre, writes George Magnus of UBSWed, 2 Jul 2008 15:04 BSThttp://www.ft.com/cms/s/0/af718054-4784-11dd-93ca-000077b07658.htmlhttp://www.ft.com/cms/s/0/af718054-4784-11dd-93ca-000077b07658.htmlThe history lessons for those coming to the rescue of banks today are far from reassuring, writes John Plender, but should we compare them with telecoms? Tue, 1 Jul 2008 18:15 BSThttp://www.ft.com/cms/s/0/5a35fdfa-439b-11dd-842e-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/5a35fdfa-439b-11dd-842e-0000779fd2ac.htmlBitter battles are brewing between banks and regulators over leverage ratios, writes Gillian TettThu, 26 Jun 2008 17:33 BSThttp://www.ft.com/cms/s/0/9aecd1aa-42d0-11dd-81d0-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/9aecd1aa-42d0-11dd-81d0-0000779fd2ac.htmlA clean and clear decoupling is unlikely given the forces of globalisation, but emerging markets should avoid a sharp decline in growthWed, 25 Jun 2008 17:20 BSThttp://www.ft.com/cms/s/0/872f6304-4202-11dd-a5e8-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/872f6304-4202-11dd-a5e8-0000779fd2ac.htmlSupply-and-demand fundamentals, not speculators, are to blame for soaring energy and grain prices, says Francisco Blanch of Merrill LynchTue, 24 Jun 2008 16:44 BSThttp://www.ft.com/cms/s/0/fc42fb12-412e-11dd-9661-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/fc42fb12-412e-11dd-9661-0000779fd2ac.htmlThe Fed's best attempts to keep the US financial and economic show on the road won't ensure an early end to the downturn, says Ian HarwoodMon, 23 Jun 2008 15:28 BSThttp://www.ft.com/cms/s/0/12425f64-3e16-11dd-b16d-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/12425f64-3e16-11dd-b16d-0000779fd2ac.htmlBanks that have emerged intact are making land grabs to ensure they are in prime position to dominate the next chapter of financeThu, 19 Jun 2008 17:15 BSThttp://www.ft.com/cms/s/0/78bb7c6c-3d5d-11dd-bbb5-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/78bb7c6c-3d5d-11dd-bbb5-0000779fd2ac.htmlWith the overhang of unsold LBO loans shrinking and not much new product to buy, the technical picture has obviously brightenedWed, 18 Jun 2008 19:29 BSThttp://www.ft.com/cms/s/0/bf084d9a-3bb8-11dd-9cb2-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/bf084d9a-3bb8-11dd-9cb2-0000779fd2ac.htmlToo little of America's global assets are in the demographically favourable markets of the developing nationsMon, 16 Jun 2008 16:55 BSThttp://www.ft.com/cms/s/0/85cea3dc-389b-11dd-8aed-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/85cea3dc-389b-11dd-8aed-0000779fd2ac.htmlBanks risk becoming addicted to the Fed and ECB's emergency measures, writes Gillian Tett Thu, 12 Jun 2008 17:37 BSThttp://www.ft.com/cms/s/0/e53a88fa-37b4-11dd-aabb-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/e53a88fa-37b4-11dd-aabb-0000779fd2ac.htmlConflict overshadows many positive developments in Africa, writes Francis BeddingtonWed, 11 Jun 2008 14:07 BSThttp://www.ft.com/cms/s/0/8f1fd7a4-3714-11dd-bc1c-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/8f1fd7a4-3714-11dd-bc1c-0000779fd2ac.htmlUndervalued Asian currencies and huge external surpluses supercharged domestic liquidity, which is stoking inflationTue, 10 Jun 2008 21:12 BSThttp://www.ft.com/cms/s/0/33fa9e0e-3633-11dd-8bb8-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/33fa9e0e-3633-11dd-8bb8-0000779fd2ac.htmlProf A.F. Alhajji, energy economist, sees an energy crisis in full bloom with no end in sightMon, 9 Jun 2008 16:15 BSThttp://www.ft.com/cms/s/0/32e5305e-330b-11dd-8a25-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/32e5305e-330b-11dd-8a25-0000779fd2ac.htmlBankers are dreaming up new forms of securitisation, but for now the salad days are over, writes Gillian TettThu, 5 Jun 2008 15:43 BSThttp://www.ft.com/cms/s/0/f928f8d4-3231-11dd-9b87-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/f928f8d4-3231-11dd-9b87-0000779fd2ac.htmlIts time to return to a centralised clearing system for derivatives trade, says Citi's chief economistWed, 4 Jun 2008 13:45 BST