Tokyo, Shanghai stock markets fall; yen rises 8% in 2 weeks
15th February 2016 by

Pity poor Janet Yellen, you might say.  The head of the US Federal Reserve told the Senate last wee...

Great Unwinding sees oil fall 65%; US$ rise 22%; US 10-year rates rise 25%
4th January 2016 by

The Great Unwinding of policymaker stimulus was the major issue in financial markets in 2015.  And ...

Shiller warning suggests S&P 500 bubble coming to an end
17th September 2014 by

Nobel Prizewinner Prof Robert Shiller correctly forecast the dot-com collapse in 2000, and the 2008...

US dollar rises as investors worry low-cost money may disappear
3rd September 2014 by

Nobody knows how the Great Unwinding of central bank stimulus policies will develop.  The world has...

Bond investors embrace the 3 Normals
1st July 2014 by

Sometimes the blog gets lucky with its timing.  That was certainly the case when it spoke to the wo...

“Reservations are no longer necessary at many high-end restaurants”
24th February 2014 by

Think back a moment to September 16 2008.  Newly released transcripts analysed by the Wall Street ...

“Bad news barrage sinks New Year consensus”
10th February 2014 by

Markets stopped operating in their true role of providing price discovery sometime ago.  Instead, t...

You can’t print babies to create new demand
21st January 2014 by

What would you have done 5 years ago, in 2009, if you had been given $16tn to restore global econ...

Central banks pop champagne corks as stock markets soar
6th May 2013 by

Central bankers mean well. But, of course, good intentions do not guarantee good results. Their inte...

Barclays CEO finally resigns
3rd July 2012 by

Bob Diamond, Barclays CEO, has finally resigned this morning. It is a scandal that he, or any of the...

Jump to page: