Opinion/Economics
Challenging economic pessimism: an optimistic note
A contrarian, upbeat view of the long-term economic outlook
Darkest before the dawn?
Darkest before the dawn?
Withholding versus withdrawing
Withholding versus withdrawing
Financial world needs reappraisal of old, western ideologies: Caveat Lector column
New bottles for new wines
The power of defunct economists
The power of defunct economists
The consequence of government debt reduction strategies: Toby Nangle column
Debt reduction: a double-edged sword
Safer instability
Regulators are preparing to introduce a host of new regulations to improve the resilience of the financial system. But this should go hand in hand with the use of policy tools to prevent asset price bubbles, argues Ryozo Himino
Where next after May's month of mayhem? Rob Davies column
It seems that the European authorities are powerless to restore confidence to the financial markets, and the prospect of a double-dip recession is looming closer.
Green shoots? Green Acres more like
Anyone who believes the economy has turned a corner must be living in a sitcom
What is normal?
Editor's letter
The public interest
Editor's letter
Talking point - Are we facing a global economic slowdown?
In a special extended Talking Point, we ask whether the global economy is about to slip into recession, and, if so, what its effects may be. Our respondents reveal surprising differences of opinion..
Column - Max Bublitz
The huge expansion of credit did little for the US economy, so what can we expect next?
Column – Nigel Rendell
Emerging markets, particularly China, may provide a welcome source of returns this year but investors need to watch out for the effects of any US recession on the sector.
Market Graphic - Fed rate cuts
Stephen Gallagher, chief US economist at Societe Generale, looks at whether Fed rate cuts will succeed in calming the troubled waters of the US economy
Talking Point - Risk repricing
Does the recent slump in bond issuance, combined with a slowdown in LBO financing, signal a period of indigestion or the beginning of a repricing of risk? (NB views received by August 17)
Has credit reached a tipping point?
Talking point
A yen for financing
Yen-denominated mortgages have proven an attractive source of low-cost housing funding over the past 10 years. David Rowe asks whether these products are an accident waiting to happen
It's different this time - really
The advent of the structured credit market has changed investors' understanding of risk. What's more, the triggers for widespread losses will not be the same this time round