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  1. July 25, 2014

    Bubbles are forming in the credit market

    Where is the next bubble going to form? And will it hurt when it bursts? After all the bubbles of the past two decades, it...

  2. Andrew Smithers

    July 25, 2014

    The fallacy of the Fed model

    A few weeks ago, I promised to write about claims that the stock market could be valued by comparing earnings yields to bond...

Special Reports

  1. World Economy

    Unexpected upswing in growth gives rise to reflection on whether ‘fog of crisis’ is li...
  2. Investing in Young People

    With a third of the world’s 200m unemployed under the age of 25, FT writers examine th...
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  1. July 24, 2014

    Walmart: way to grow

    Walmart did not say why Bill Simon, its US head, is leaving. It did not have to. The company is hardly growing in the US,...

  2. July 24, 2014

    UBS issues market squall warning

    Prepare for a storm when insurance is cheap, says UBS. The Swiss bank’s equity derivative strategy team notes that since...

  3. July 24, 2014

    Wall Street trades home mortgages for corporate credit

    Jamie Dimon, chief executive of JPMorgan Chase, knows a broken business when he sees one. On a conference call with...

  4. July 23, 2014

    US should learn from Germany on jobs

    Five years after the financial crisis ended, the US and eurozone are still dealing with high unemployment and slow economic...

  5. July 22, 2014

    Dollar back in step with equities

    Risk on, risk off . . . risk over? From the collapse of Lehman Brothers until late last year, knowing what the dollar was...

  6. July 22, 2014

    The errors of conservatives obscure the case for trade

    Twenty years after Bill Clinton, former US president, signed the North American Free Trade Agreement, its very name chills...

  7. July 22, 2014

    Dodd-Frank has made banks safer but slowed economy, data show

    Four years after the Dodd-Frank financial reform bill was signed, US banks are more stable and better capitalised. But this...

  8. July 22, 2014

    Chinese moves trump Fed’s effect on US bonds

    All eyes are on the future path of US Federal Reserve policy and what it means for the economy and asset prices. But growth...

  9. July 21, 2014

    A dose of rate reality to hit markets

    The markets were clearly not spooked by what Federal Reserve chairwoman Janet Yellen meant to be a nuanced tone in her...

  10. July 17, 2014

    For-profit schools: first, Corinthians

    Learning is big business in the US. Half a trillion dollars is spent each year on post-secondary education. But the business...

  11. July 15, 2014

    Investors bet on equities to outperform

    Global investors are betting that equity markets will outperform other asset classes during the second half of the year as...

  12. July 15, 2014

    Pavlovian-style forex trading in decline

    Forex trading used to be so simple. For a few years after the financial crisis many currencies moved within starkly...

  13. July 14, 2014

    Investors beware: economists at large

    In a perfect world, investors would turn to economists for predictions on two key issues supporting equity prices at current...

  14. July 10, 2014

    Congress nears deal on road funding

    A deal is taking shape in Congress to renew highway funding for at least a few months, as lawmakers scrambled to resolve a...

  15. July 8, 2014

    Markets feel toppy – but might well get toppier yet

    Just how complacent are investors? After yesterday’s price drops took the Dow back below 17,000 and knocked 1 per cent from...

  16. July 8, 2014

    Bankers warn over rising US business lending

    US lending to businesses is reaching record levels but banks are privately warning that the activity should not be seen as...

  17. July 8, 2014

    Europe stock issuance soars to surpass US and Asia

    European equity issuance jumped in the first half of 2014, surpassing volumes from both the US and Asia, as growing...

  18. July 4, 2014

    The Long View: Stocks correction better than comeuppance

    Americans have much to celebrate this Independence Day weekend. The recovery in employment remains intact and is gaining...

  19. July 4, 2014

    Bourses slip as Wall Street takes holiday

    Friday 17:30 BST. The strong upward momentum enjoyed by risk assets for much of the week faded away on Friday as Wall...

  20. July 3, 2014

    Utility stocks cool with temperatures

    Energy utility company stocks cooled along with US midwest and east coast weather forecasts, with natural gas prices trading...

  21. July 3, 2014

    US jobless fall raises pressure for rate rise

    The US unemployment rate dropped to 6.1 per cent last month, bolstering hopes that the world’s largest economy is gaining...

  22. July 1, 2014

    Manufacturing conditions improve in Indonesia

    US America’s manufacturing sector has failed to make it five months in a row. The pace of expansion in the US factories was...

  23. June 30, 2014

    US stocks and bonds enjoy strong first-half gains

    Investors can be forgiven for thinking they have the midas touch at the halfway stage of the year. Solid returns across many...

  24. June 26, 2014

    An unbalanced recovery is no cause for complacency

    The UK economy is growing strongly – far more strongly, I am pleased to admit, than I expected. Is all well, then? No. The...

  25. June 25, 2014

    Reasons to be cheerful, despite shrinkage of the US economy

    The US economy shrank far more in the first quarter than anyone imagined, dropping 2.9 per cent on an annualised basis...

  26. June 20, 2014

    US stocks sail on but scan the horizon for a correction

    Is the stock market all present and correct? This week saw yet more records for the S&P 500 index of US stocks, by far the...

  27. June 20, 2014

    Wall Street questions US companies’ revenue growth

    The ability of US companies to deliver faster revenue growth this year has met with scepticism from Wall Street analysts,...

  28. June 19, 2014

    A tale of two US central bankers

    Here’s a tale of two central bankers. The first, Federal Reserve Chair Janet Yellen, thinks shares are not especially...

  29. June 19, 2014

    New York Federal Reserve takes on key role in repo market

    The Federal Reserve Bank of New York has emerged as the single largest player in an important segment of the short-term...

  30. June 18, 2014

    Bond star Michael Hasenstab warns on US debt

    Ukraine’s clash with Russia, which intensified suddenly at the end of February, frightened many global investors. But for...

  31. June 17, 2014

    Inflation becomes relevant again as US consumer prices climb 2.1%

    The US Federal Reserve will have to consider growing evidence that inflation is on the rise after the consumer price index...

  32. June 16, 2014

    IMF warns US to keep rates low as it cuts growth forecast

    The US will have to keep interest rates low for longer than markets expect, the International Monetary Fund has warned in a...

  33. June 16, 2014

    Time to take some chips off the table

    Investors have rekindled their romance with the “Great Moderation”, and fallen back in love with “goldilocks”. These two...

  34. June 13, 2014

    US equity bulls rest case on low inflation

    Judging by the latest research tidings coming out of Wall Street, the equity bull market has a lot further to run. Maximum...

  35. June 10, 2014

    US Treasury bonds look appetising

    Record highs for US equities and an expanding US jobs market have hardly weighed on US Treasury bonds this year. But the...

  36. June 10, 2014

    Three events that shaped our world

    This year is the 100th anniversary of the start of the first world war, the 70th anniversary of D-Day and the 25th...

  37. June 8, 2014

    Wall Street’s ‘fear gauge’ hits 7-year low

    Wall Street’s “fear gauge” has fallen to a seven-year low, helping propel US stocks to a record peak but suggesting investor...

  38. June 6, 2014

    Five takeaways on US jobs report

    It is the calm before the storm for the US jobs market. Sometime later this year or early in 2015, the economy will approach...

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