Wounds from the 2008 financial crisis are still bleeding
Investors and markets not positioned for the era of cheap money sparking growth and inflation
Bond pain sets the post-summer agenda for markets
Friday’s sharp sell-off in bonds and stocks should usher in a testing period for markets
Pensions pain: disaster is avoidable
Overhauling the design of pension plans and saving more are critical to healthy retirements
The troubling gulf between the social mood and high-flying stocks
Brazil’s Olympic win shows the links between the wider social mood and markets
US earnings reach a turning point
US stock market might put in another long period without a new high unless profits grow
Why the end of austerity would be an earthquake for markets
Any unified fiscal stimulus in developed economies has the potential to change investors’ mindsets
The bizarre logic behind record low yields and high-flying stocks
Post-crisis logic reinstated as low rates coexist with peak shares
Fed’s silence is the loudest sound for markets this summer
Central bank on the sidelines will keep the dollar at bay for investors chasing performance
Switching out of bonds to equities offers rewards if fears ease
Bold investors should look to Europe and Japan despite Brexit jitters
Equities accentuate the positive for May
Feelgood factor starts to spread after robust US housing data provide a boost
Markets resume ‘tortured dance’ with Fed
Traders must tune into changing rate expectations, and the dollar’s reaction will set the tone
Crude soothsayers should recall cautionary tale of ‘Peak Oil’
Oil market’s ‘grand narratives’ can be read as cautionary tales for investors
Lack of conviction reflects negative mood
Swift recovery for risk markets since February shows sign of reversal
Stock markets’ 30-year sweetspot under serious threat
The prospect of lower returns on equities creates real dangers for retirement plans
Oil, pricey US stocks and low bond yields: the market puzzles
There is a lot built on the edifice of a cheap oil price. Just ask bond and equity investors, writes John Authers
Oh what a circus, oh what a show, drama not over for Argentina
Without success on inflation government will find it much harder to make deeper structural reforms
Constraint of yen looms large for markets
Chance that Japan will weaken the currency again looks strong
Oil and US earnings matter for investors
Lack of confidence shows itself in collapsing profits forecasts
Emerging markets start to look less barren
The case for long-term investors is starting to strengthen
Oil contagion extends its reach
How Japan helps explain this week’s volatility puzzle
Dogs that didn’t bark spark markets worry
Remarkable that strong US jobs data met with weak trading response
Fangs and Nifty Nine power US equities
A handful of large stocks with acronyms dominates the bull market
How to read the signals from emerging markets
Indicators suggest bottom could be near but watch out for a crisis first
How disruptive technology destroys pensions
It displaces jobs, widens inequality and enables the services sector
Dwindling cash transactions point to an inconvenient truth
Companies are getting less cash and are not optimistic they can invest it productively
