http://www.ft.com/markets/insighthttp://www.ft.com/rss/markets/insightFT.com - Markets Insighten© Copyright The Financial Times Ltd 2009. "FT" and "Financial Times" are trademarks of the Financial Times. See http://www.ft.com/servicestools/help/terms#legal1 for the terms and conditions of reuse.client.support@ft.com (Client Support)Mon, 9 Nov 2009 19:12:57 +0000Mon, 9 Nov 2009 22:30:13 +0000Newspapers15http://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://traxfer.ft.com/cms/s/0/f035ae2c-cd60-11de-8162-00144feabdc0.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/f035ae2c-cd60-11de-8162-00144feabdc0.htmlThe dominant contributing factor in this recession has been the collapse of corporate, rather than consumer, spending, writes David Bowers Mon, 9 Nov 2009 19:12:57 +0000http://traxfer.ft.com/cms/s/0/5874e922-ca1d-11de-a5b5-00144feabdc0.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/5874e922-ca1d-11de-a5b5-00144feabdc0.htmlDon't let the fact that no clearing house has failed before create complacency, writes Gillian TettThu, 5 Nov 2009 16:19:56 +0000http://traxfer.ft.com/cms/s/0/eda89b0e-c948-11de-b551-00144feabdc0.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/eda89b0e-c948-11de-b551-00144feabdc0.htmlNew standards are needed for risk and liquidity management within money market funds, says Hugo Bänziger at Deutsche BankWed, 4 Nov 2009 15:30:56 +0000http://traxfer.ft.com/cms/s/0/8bc358bc-c893-11de-8f9d-00144feabdc0.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/8bc358bc-c893-11de-8f9d-00144feabdc0.htmlWhat's surprising about Saudi Arabia dropping the Nymex contract as its benchmark oil price is that it took so long to happen, says Ed Morse Tue, 3 Nov 2009 17:18:35 +0000http://traxfer.ft.com/cms/s/0/78e2eae4-c7af-11de-8ba8-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/78e2eae4-c7af-11de-8ba8-00144feab49a.htmlThe current frothiness of emerging markets, centred around China, may only be a foretaste of what is to come, says Peter Tasker Mon, 2 Nov 2009 13:25:15 +0000http://traxfer.ft.com/cms/s/0/785f203a-c4a1-11de-8d54-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/785f203a-c4a1-11de-8d54-00144feab49a.htmlWhat is being quietly tried in Singapore's property market may yet spread to western markets, writes Gillian TettThu, 29 Oct 2009 16:26:07 +0000http://traxfer.ft.com/cms/s/0/6dbbf5a6-c3d7-11de-a290-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/6dbbf5a6-c3d7-11de-a290-00144feab49a.htmlThe revival in household income and spending will make fiscal stimuli redundant over the next few quarters, writes Tim Bond at Barclays CapitalWed, 28 Oct 2009 16:04:22 +0000http://traxfer.ft.com/cms/s/0/8dba39a2-c315-11de-8eca-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/8dba39a2-c315-11de-8eca-00144feab49a.htmlWe are in an interregnum where investors are circumspect about leverage, says John Plender. Now's the time for companies to think again about capital structuresTue, 27 Oct 2009 16:33:49 +0000http://traxfer.ft.com/cms/s/0/064f0ff2-bf2c-11de-a696-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/064f0ff2-bf2c-11de-a696-00144feab49a.htmlThe trigger is the money central bankers have poured into the system that is without a home since most banks do not want to use it to make loansThu, 22 Oct 2009 18:10:46 +0100http://traxfer.ft.com/cms/s/0/0b008568-bd91-11de-9f6a-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/0b008568-bd91-11de-9f6a-00144feab49a.htmlFinancial markets fear that the 'Made in Washington' fiscal stimulus may be prematurely unwound, writes Joe Quinlan Tue, 20 Oct 2009 17:19:08 +0100http://traxfer.ft.com/cms/s/0/1ed429aa-b99f-11de-a747-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/1ed429aa-b99f-11de-a747-00144feab49a.htmlThe US had 1929, Japan 1989, and south-east Asia 1997. Andy Xie asks: Will China face a similar moment of reckoning a few years from now?Thu, 15 Oct 2009 16:32:24 +0100http://traxfer.ft.com/cms/s/0/37572e34-b8da-11de-809b-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/37572e34-b8da-11de-809b-00144feab49a.htmlThe recent global crisis did not derail the rise of emerging economies but only accelerated it, writes Antoine van Agtmael Wed, 14 Oct 2009 17:16:42 +0100http://traxfer.ft.com/cms/s/0/dfa94ef4-b813-11de-8ca9-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/dfa94ef4-b813-11de-8ca9-00144feab49a.htmlIf there are winners from the financial crisis, many of them are, by common consent, in Asia, writes John Plender Tue, 13 Oct 2009 17:27:43 +0100http://traxfer.ft.com/cms/s/0/faf6a516-b73d-11de-96f2-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/faf6a516-b73d-11de-96f2-00144feab49a.htmlWe can't stop financial crises recurring but we may be able to ensure they occur less frequently, writes Anthony Bolton Mon, 12 Oct 2009 21:14:29 +0100http://traxfer.ft.com/cms/s/0/7d40409a-b419-11de-bec8-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/7d40409a-b419-11de-bec8-00144feab49a.htmlSome financiers, investors and policy makers are belatedly trying to combat tunnel vision and fragmentation, writes Gillian Tett Thu, 8 Oct 2009 17:21:06 +0100