View from the Markets

Nov 13: John Ryding on Fed policy

Fri, 13 Nov 2009 23:27:03 GMT

Easy monetary policy fueled the previous bubble and we are back at the same point

Nov 13: John Ryding on the inflation versus deflation debate

Fri, 13 Nov 2009 23:27:03 GMT

Signals from the dollar and commodities markets provide a clearer view of inflation risks, than what the Fed is saying

Nov 13: John Ryding on the US employment outlook

Fri, 13 Nov 2009 23:27:03 GMT

A bottom for the labour market looms early next year

Nov 9: Searching for yield in emerging markets

Sun, 8 Nov 2009 11:00:45 GMT

RBC's Nigel Rendell on whether fears of a fresh bubble are justified

Nov 9: Bullish on China, buy Korea

Sun, 8 Nov 2009 11:00:45 GMT

Nigel Rendell on gaining exposure to Chinese growth

Nov 9: Buy Brazil, sell eastern Europe

Sun, 8 Nov 2009 11:00:45 GMT

Nigel Rendell says Brazil remains the pick of the bunch outside Asia

Nov 2: Jim Rogers sees brief dollar rally

Sun, 1 Nov 2009 14:31:51 GMT

But investor says US currency ultimately in decline

Nov 2: Jim Rogers still a China bull

Sun, 1 Nov 2009 14:31:51 GMT

Rogers not buying stocks, but sees a rising renminbi

Nov 2: Jim Rogers backs commodities for the long run

Sun, 1 Nov 2009 14:31:51 GMT

Real assets remain the most attractive investment in the coming years

Nov 2: Jim Rogers on the 'bigger picture'

Sun, 1 Nov 2009 14:31:51 GMT

More pain for the financial system as debt problems remain

Oct 23: NEAL SOSS on being bullish

Sat, 24 Oct 2009 01:18:23 GMT

Credit Suisse economist expects 3.5 per cent 2010 US growth

Oct 23: Neal Soss on emerging economies

Sat, 24 Oct 2009 01:18:23 GMT

Credit Suisse economist says Brazil and China need to grow

Oct 23: Neal Soss on the Federal Reserve

Sat, 24 Oct 2009 01:18:23 GMT

Credit Suisse economist sees huge scope for confusion as Fed exits

Oct 19: Dollar decline, sterling rise

Fri, 16 Oct 2009 15:43:37 GMT

BNY Mellon's Simon Derrick favours commodity currencies

Oct 12: MARCO MONTANARI on Asia - the next ETF frontier

Sun, 11 Oct 2009 21:41:18 GMT

Deutsche Bank director on growth in locally listed ETFs

Oct 12: Montanari on the 'free rider' problem

Sun, 11 Oct 2009 21:41:18 GMT

Is there a bubble in ETFs?

Oct 12: Montanari on why ETFs 'cannot fail'

Sun, 11 Oct 2009 21:41:18 GMT

Discusses benefits of ETFs in a down market

Sep 30: Rothman on health of Chinese consumer spending

Wed, 30 Sep 2009 00:10:26 GMT

Renminbi appreciation to return by mid-2010

Sep 30: ANDY ROTHMAN on why there's no China bubble

Tue, 29 Sep 2009 23:57:47 GMT

CLSA strategist is optimistic on stocks and property

Sep 30: Rothman on risks that may derail China rebound

Tue, 29 Sep 2009 23:57:47 GMT

Says investors should watch earnings growth

Sep 28: A fragile recovery

Fri, 25 Sep 2009 01:55:51 GMT

HSBC bond chief says things may be much worse than the market suggests

Sep 28: The shift in asset allocation

Fri, 25 Sep 2009 01:55:51 GMT

HSBC's bond chief on growing demand for fixed income

Sep 28: Inflation threats overdone

Fri, 25 Sep 2009 01:55:51 GMT

HSBC's bond chief says deflation is still the main worry

Sep 21: MICHAEL PETTIS on future of US-China trade relations

Sun, 20 Sep 2009 15:35:20 GMT

Says China must make structural changes

Sep 21: Pettis on pros and cons of China's growth model

Sun, 20 Sep 2009 15:35:20 GMT

Pessimistic on Chinese consumption

Sep 21: Pettis on where China may diversify forex reserves

Sun, 20 Sep 2009 15:35:20 GMT

Discusses renminbi as reserve currency

Sep 11: Goldman's Hatzius on US growth

Fri, 11 Sep 2009 22:40:55 GMT

Goldman Sachs' US economist sees slowdown in 2010

Sep 11: Goldman's Hatzius on US rates

Fri, 11 Sep 2009 22:40:55 GMT

Goldman Sachs' US economist sees no hikes on horizon

Sep 11: Goldman's Hatzius on economists

Fri, 11 Sep 2009 22:40:55 GMT

Goldman Sachs' economist says track record poor

Sep 6: GDP key to China shares

Tue, 8 Sep 2009 11:34:21 GMT

Nick Nelson of UBS sees more positive outlook for German equities than in UK

Sep 6: 10% correction to equity rally

Sat, 5 Sep 2009 20:22:43 GMT

Nick Nelson of UBS remains optimistic about share fundamentals

Sep 6: Banks may outdo cyclicals

Sat, 5 Sep 2009 20:22:43 GMT

Nick Nelson of UBS says equity rally will broaden out

Aug 28: Stuart Schweitzer on the prospects for the equity market

Fri, 28 Aug 2009 21:13:52 GMT

Strategist explains why September and October tend to be volatile and a little bit tricky for the markets

Aug 28: Stuart Schweitzer looks at how US investors are watching Chinese equities

Fri, 28 Aug 2009 21:13:52 GMT

Strategist says there are two major reasons for all the focus on China by US investors

Aug 28: Stuart Schweitzer on whether the cult of equity is now finished

Fri, 28 Aug 2009 21:13:52 GMT

Strategist says over the past decade that the US stock market has been boosted and then hurt as excesses have built up, creating the raw material for markets to get into trouble.

Aug 24: Ito and Feldman compare LDP and DPJ manifestos

Sun, 23 Aug 2009 19:52:33 GMT

Dissect parties' economic platforms and policies

Aug 24: Ito and Feldman on election and economic reform

Sun, 23 Aug 2009 19:52:33 GMT

Assess Japan election's effect on equity markets

Aug 24: Ito and Feldman debate Koizumi's legacy and BoJ

Sun, 23 Aug 2009 19:52:33 GMT

Discuss direction of monetary policy post-election

Aug 24: TAKATOSHI ITO and ROBERT FELDMAN on Japan election

Sun, 23 Aug 2009 19:07:28 GMT

Will DPJ election victory be turning point for economy?

Aug 14: Economic recovery is 'for real'

Fri, 14 Aug 2009 16:10:21 GMT

Stephen Jen says growth could last for another year

Aug 14: Sterling and oil both set to rise

Fri, 14 Aug 2009 16:10:21 GMT

Stephen Jen says oil will see further prices shocks

Aug 14: The yuan is no match for the dollar

Fri, 14 Aug 2009 16:10:21 GMT

China's currency has a long way to go, says Stephen Jen

Aug 10: GRANT CHUM on how Macao will fare in downturn

Fri, 7 Aug 2009 10:21:36 GMT

Predicts more moderate growth rates for 2009

Aug 10: Chum on Macao's resorts and ambitions to diversify

Fri, 7 Aug 2009 10:21:36 GMT

Policy support for building more resort destinations

Aug 10: Chum on Macao and foreign competition

Fri, 7 Aug 2009 10:21:36 GMT

Will Stanley Ho keep market share?

Jul 31: High frequency distorts markets

Fri, 31 Jul 2009 20:05:18 GMT

Joe Saluzzi of Themis partner on an unfair advantage to the new traders

Jul 31: Joe Saluzzi on regulators and trading

Fri, 31 Jul 2009 20:05:18 GMT

Themis partner says rules are needed to curb computers

Jul 31: Joe Saluzzi on March US market plunge

Fri, 31 Jul 2009 20:05:18 GMT

Themis partner says computer trades may fuel crashes

July 24: G20 summit the key turning point

Fri, 24 Jul 2009 13:36:50 GMT

London agreements have enabled economic recovery

July 24: China - great hope, great concern

Fri, 24 Jul 2009 13:36:50 GMT

Shahin Vallee on China's economic stimulus

July 24: Latvia, Poland remain at risk

Fri, 24 Jul 2009 13:36:50 GMT

Shahin Vallee on the unanswered questions in eastern Europe

July 20: JAN LAMBREGTS on why economic recovery will be 'timid'

Fri, 17 Jul 2009 16:55:22 GMT

Dollar's status as reserve currency is assured

July 20: Lambregts on renminbi, China's market rally and Japan

Fri, 17 Jul 2009 16:55:22 GMT

Forecasts renminbi to appreciate 3% annually

July 20: Lambregts on potential threats to global recovery

Fri, 17 Jul 2009 16:55:22 GMT

Has China's monetary policy reached inflection point?

July 10: BERNIE DAN on risk appetite

Fri, 10 Jul 2009 16:16:29 GMT

Investors remain cautious over recovery

July 10: 'Green shoots' dependent on unemployment

Fri, 10 Jul 2009 16:16:29 GMT

Bernie Dan of MF Global on the prospect of a recovery

July 10: Speculation has a role in market pricing

Fri, 10 Jul 2009 16:16:29 GMT

Bernie Dan of MF Global on financial re-regulation

Jul 5: Hugh Hendry - bond bull, equity bear

Sun, 5 Jul 2009 23:08:23 GMT

Deflation remains the major risk to economic growth

Jul 5: Hugh Hendry says Fed hasn't done enough

Sun, 5 Jul 2009 23:08:23 GMT

Politics is stopping the Fed from taking the necessary steps

Jul 5: Hugh Hendry - bearish on China and gold

Sun, 5 Jul 2009 23:08:23 GMT

China's too dependent on US consumption for real recovery

Jun 25: PIERRE GAVE on Asia's ability to drive global recovery

Thu, 25 Jun 2009 11:23:12 GMT

GaveKal research chief on health of Chinese banks

Jun 25: Gave on Asia's green shoots and 'self-help' systems

Thu, 25 Jun 2009 11:23:12 GMT

Says inflation is greatest threat to Asia

Jun 25: Gave on why decoupling in Asia is real

Thu, 25 Jun 2009 11:23:12 GMT

Examines if Asian banks can survive

Jun 19: RICHARD THALER on Obama's new regulation

Sat, 20 Jun 2009 14:47:21 GMT

Professor says incentives key to effective reform

Jun 19: Richard Thaler on the equity rally

Sat, 20 Jun 2009 00:42:28 GMT

Professor says market waiting for "next shoe"

Jun 12: MARY MILLER says markets still abnormal

Sat, 13 Jun 2009 01:08:24 GMT

T Rowe Price bond chief says risks remain in credit markets

Jun 12: Mary Miller says supply may hit Treasuries

Sat, 13 Jun 2009 01:08:24 GMT

T Rowe Price bond chief says higher mortgage rates “a worry”

Jun 12: Mary Miller on bondholder rights

Sat, 13 Jun 2009 01:08:24 GMT

T Rowe Price bond chief says government is changing rules of the game

Jun 5: SIMONA PARAVANI on 'green shoots'

Fri, 5 Jun 2009 14:04:41 GMT

HSBC strategist says uncertainty still dominates markets

Jun 5: Simona Paravani on where risks lie

Fri, 5 Jun 2009 14:04:41 GMT

HSBC strategist says diversification is vital

Jun 5: Simona Paravani on smart investments

Fri, 5 Jun 2009 14:04:41 GMT

HSBC strategist favours investment grade corporate bonds

Jun 1: MARK KONYN on whether Asia's rebound is 'trash rally'

Sun, 31 May 2009 16:27:38 GMT

RCM chief examines if crisis is good for Asia in long run

Jun 1: Konyn on India, China and the return of IPOs

Sun, 31 May 2009 16:27:38 GMT

Institutional investor appetite for offerings is strong

Jun 1: Konyn on Asia's risk of UK-style ratings downgrade

Sun, 31 May 2009 16:27:38 GMT

Gives outlook for Japan's economic recovery

May 22: WHITNEY TILSON on mortgage losses

Fri, 22 May 2009 22:47:09 GMT

Investor sees a further $1,000bn wave of losses ahead

May 22: Whitney Tilson on "panic buying" rally

Fri, 22 May 2009 22:47:09 GMT

Investor says signs of housing market stability are deceptive

May 22: Whitney Tilson on Buffett and derivatives

Fri, 22 May 2009 22:47:09 GMT

Investor discusses the dangers of the CDS market

May 15: ROBERT STHEEMAN on rising gilt yields

Fri, 15 May 2009 16:48:23 GMT

DMO chief confident that demand will remain strong

May 15: Robert Stheeman on gilt auction failures

Fri, 15 May 2009 16:48:23 GMT

DMO chief doesn't expect further failed auctions

May 15: Robert Stheeman on quantitative easing

Fri, 15 May 2009 16:48:23 GMT

Market has factored in the impact of Bank's gilt buying

May 12: ANDREW FRERIS on Asia's rally and the China factor

Sun, 10 May 2009 19:14:55 GMT

BNP Paribas Asia strategist bullish on Chinese banks

May 12: Freris on why China's crisis is of own making

Sun, 10 May 2009 19:14:55 GMT

Says tight monetary policy is to blame

May 12: Freris on why Asian banks to dominate markets

Sun, 10 May 2009 19:14:55 GMT

Says region's banks healthy and will buy US assets

May 4: LEO GROHOWSKI on stock rally

Sat, 2 May 2009 17:41:32 GMT

BNY Mellon investor says market psychology is better

May 4: Leo Grohowski on active government

Sat, 2 May 2009 17:41:32 GMT

BNY Mellon investor eyes regulation levels

May 4: Leo Grohowski on asset allocation

Sat, 2 May 2009 17:41:32 GMT

BNY Mellon investor sees dangers in equity over-reliance

May 4: Leo Grohowski on crisis' lessons

Sat, 2 May 2009 17:41:32 GMT

BNY Mellon investor sees permanent shift in behaviour

Apr 27: Spread betting volumes reduce

Fri, 24 Apr 2009 17:08:13 GMT

Josh Raymond of City Index says investors wait on latest results.

Aor 27: Spread betting focus on banks

Fri, 24 Apr 2009 17:08:13 GMT

Josh Raymond of City Index: investors taking 'pause for breath'.

Apr 20: KATHY MATSUI dissects Japan's stimulus package

Sun, 19 Apr 2009 13:22:25 GMT

Goldman's chief Japan strategist disappointed with plan

Apr 20: Matsui sizes up Japan's response to financial crisis

Sun, 19 Apr 2009 13:22:25 GMT

Says Japan has still failed to learn from past mistakes

Apr 12: DOMINIC KONSTAM on the PPIP

Sun, 12 Apr 2009 18:55:11 GMT

Credit Suisse's Dominic Konstam says the PPIP provides framework for banks to remove toxic assets and add capital.

Apr 12: Dominic Konstam on quantitative easing

Sun, 12 Apr 2009 18:55:11 GMT

Credit Suisse's Dominic Konstam says the Federal Reserve's QE reflects their desire for lower mortgage yields and also to set up an exit strategy.

Apr 12: Dominic Konstam on China and US Treasuries

Sun, 12 Apr 2009 18:55:11 GMT

Credit Suisse's Dominic Konstam says it’s inevitable that China will proportionally reduce their holdings of US securities and, specifically, Treasuries.

Apr 6: A heated debate on G20 and fiscal stimulus

Mon, 6 Apr 2009 16:35:09 GMT

George Magnus and Lena Komileva on the limits to spending

Apr 6: The G20 and fixing the banks

Mon, 6 Apr 2009 16:35:09 GMT

George Magnus and Lena Komileva on failure to sort toxic assets

Apr 6: G20 ignores securitisation

Mon, 6 Apr 2009 16:35:09 GMT

George Magnus and Lena Komileva on credit after the financial crisis

Mar 30: V. ANANTHA-NAGESWARAN on dollar's declining status

Sun, 29 Mar 2009 13:08:51 GMT

Julius Baer CIO says dollar won't be reserve currency for long

Mar 30: V. Anantha-Nageswaran warns of inflation's return

Sun, 29 Mar 2009 13:08:51 GMT

Quantitative easing means investors should worry

Mar 30: V. Anantha-Nageswaran on why decoupling isn't dead

Sun, 29 Mar 2009 13:08:51 GMT

Says crisis will force Asian economies to decouple later

Mar 22: GREG PETERS on Fed's moves and the Talf

Sun, 22 Mar 2009 23:24:05 GMT

Morgan Stanley research head says Talf may "underwhelm"

Mar 22: Greg Peters on AIG backlash

Sun, 22 Mar 2009 23:24:05 GMT

The "politicization" of rescue plans may hurt them

Mar 22: Greg Peters on bank bondholders

Sun, 22 Mar 2009 23:24:05 GMT

Morgan Stanley expert: markets are confused about bank rescue plans

Mar 13: Bank pins hopes on quantitative easing

Fri, 13 Mar 2009 15:05:55 GMT

Roger Brown of UBS on whether the Fed and the ECB will follow

Mar 13: UK has better take on quantitative easing than Japan

Fri, 13 Mar 2009 15:05:55 GMT

Roger Brown of UBS on why Japan's use of the policy failed

Mar 13: Windfall gains for UK bondholders on horizon

Fri, 13 Mar 2009 15:05:55 GMT

Roger Brown of UBS says quantitative easing will push gilts up

Mar 9: No political will means Japan is a sell

Fri, 6 Mar 2009 18:54:34 GMT

Mizuho's Seijiro Takeshita says Japan must learn from 1990s and stoke domestic demand

Mar 9: No turnaround in Japan until second half

Fri, 6 Mar 2009 18:54:34 GMT

Mizuho's Seijiro Takeshita says Japan 'oversold' and yen's strength due to weakness elsewhere

Mar 9: Japan hasn't time now to worry about US

Fri, 6 Mar 2009 18:54:34 GMT

Mizuho's Seijiro Takeshita says west must learn from Japan's 'lost decade'

Mar 2: MATT FABIAN on California bonds

Mon, 2 Mar 2009 01:19:11 GMT

Municipal bond analyst: debtholders protected from ratings cuts

Mar 2: Matt Fabian on fiscal stimulus, bond insurance

Mon, 2 Mar 2009 01:19:11 GMT

Municipal bond analyst says hospitals, cities may default

Mar 2: Matt Fabian on anti-Wall Street sentiment

Mon, 2 Mar 2009 01:19:11 GMT

Municipal bond analyst: defaults driven by politics, watch Alabama

Feb 20: BARTOSZ PAWLOWSKI on the eastern Europe sell-off

Fri, 20 Feb 2009 16:40:52 GMT

Further currency depreciation could be fatal for the region

Feb 20: Bartosz Pawlowski on the contagion factor

Fri, 20 Feb 2009 16:40:52 GMT

Western banks are heavily exposed to eastern Europe

Feb 20: Bartosz Pawlowski on CEE's euro hopes

Fri, 20 Feb 2009 16:40:52 GMT

Recent crisis will boost desires to join the euro

Feb 15: PAUL SMITH on why it's time to invest in Asian debt

Sun, 15 Feb 2009 16:38:11 GMT

Hedge fund incubator favours corporate bonds

Feb 15: Paul Smith on convertible and sovereign bonds in Asia

Sun, 15 Feb 2009 16:38:11 GMT

Hedge fund incubator recommends 'buy and hold' strategy

Feb 8: MARTIN FRIDSON on soaring corporate defaults

Mon, 9 Feb 2009 01:23:50 GMT

Corporate debt expert: defaults could be highest since Great Depression

Feb 8: Martin Fridson on plunging debt recovery rates

Mon, 9 Feb 2009 01:23:50 GMT

Corporate debt expert says even bank bonds could be hit

Feb 8: Martin Fridson on buying distressed debt

Mon, 9 Feb 2009 01:23:50 GMT

Corporate debt expert says time to buy may not be until 2010

Feb 2: ALEX POTTER on UK banks

Fri, 30 Jan 2009 19:24:25 GMT

Banking analyst at Collins Stewart makes case for public listing

Feb 2: Alex Potter on Lloyds and Barclays

Fri, 30 Jan 2009 19:24:25 GMT

Collins Stewart analyst says Barclays should have taken state cash

Feb 2: Alex Potter on US banks

Fri, 30 Jan 2009 19:24:25 GMT

Collins Stewart analyst says losses depend on US housing market

Jan 24: EISUKE SAKAKIBARA says Japan must spend more in crisis

Mon, 26 Jan 2009 18:35:37 GMT

Former bureaucrat says Japan's finance ministry is too powerful

Jan 24: Eisuke Sakakibara says intervention on yen likely

Mon, 26 Jan 2009 18:35:37 GMT

Former finance ministry official expects action if currency rises

Jan 24: Eisuke Sakakibara warns of 'bad' deflation

Mon, 26 Jan 2009 18:35:37 GMT

Former finance ministry official sees 2-3 year economic crisis

Jan 18: LARRY KANTOR on Barack Obama's rescue plans

Mon, 19 Jan 2009 00:50:50 GMT

Barclays' research head says fiscal plan not enough amid banks' distress

Jan 18: Larry Kantor says keep assets liquid

Mon, 19 Jan 2009 00:50:50 GMT

Barclays' research head says next two months critical for investors

Jan 18: Larry Kantor says emerging market crises loom

Mon, 19 Jan 2009 00:50:50 GMT

Barclays' research head sees Eastern Europe most at risk

Jan 9: JIM O'NEILL on the global economy

Fri, 9 Jan 2009 18:39:35 GMT

Goldman Sachs economist says the worst is behind us

Jan 9: Jim O'Neill on the Bric economies

Fri, 9 Jan 2009 18:39:35 GMT

How to find value in Chinese investments

Jan 9: Jim O'Neill on emerging market investments

Fri, 9 Jan 2009 18:39:35 GMT

Looking for opportunities in sub-Saharan Africa

Jan 5: India on verge of bull run

Sun, 4 Jan 2009 18:53:38 GMT

Rakesh Jhunjhunwala predicts strong Bombay stock market

Dec 17: NOURIEL ROUBINI on his outlook for 2009

Mon, 22 Dec 2008 00:05:39 GMT

Economist who predicted the downturn sees a severe global recession

Dec 17: Nouriel Roubini on culprits of the crisis

Mon, 22 Dec 2008 00:05:39 GMT

Bearish economist says a more money should be spent on regulation

Dec 17: Nouriel Roubini on the next "shoe to drop"

Mon, 22 Dec 2008 00:05:39 GMT

Economist warns of hedge funds failures and crises in emerging markets

Dec 15: FRANCISCO BLANCH on likely cuts by Opec

Sun, 14 Dec 2008 09:55:49 GMT

Merrill Lynch commodities expert says oil could dip to $25 a barrel

Dec 15: Francisco Blanch on weak metal prices but strong gold

Sun, 14 Dec 2008 09:55:49 GMT

Merrill Lynch commodities expert on gold as ultimate hedge

Dec 15: Francisco Blanch says food prices will fall further

Sun, 14 Dec 2008 09:55:49 GMT

Merrill Lynch commodities expert on impact of US biofuels stance

Dec 8: CHRIS RUFFLE on pitfalls of green investing in China

Mon, 8 Dec 2008 07:28:44 GMT

Warns Chinese solar power market is a bubble

Dec 8: Chris Ruffle on finding value in China's green boom

Mon, 8 Dec 2008 07:28:44 GMT

Says most basic sectors offer best opportunities

Nov 25: CHRIS FLANAGAN talks about toxic mortgage assets

Mon, 1 Dec 2008 02:09:33 GMT

JP Morgan asset-backed expert says mortgage modifications may hurt bonds

Nov 25: Chris Flanagan talks about the Tarp bail-out plan

Mon, 1 Dec 2008 02:09:33 GMT

JP Morgan asset-backed expert says key details of latest Tarp plan still unclear

Nov 25: Chris Flanagan says government only buyer of MBS

Mon, 1 Dec 2008 02:09:33 GMT

JP Morgan asset-backed expert says further losses on mortgage assets possible

Nov 21: JONATHAN LOYNES on the risks of deflation

Fri, 21 Nov 2008 17:10:38 GMT

Economist says Japan-style recession is possible

Nov 21: Jonathan Loynes on the interest rate outlook

Fri, 21 Nov 2008 17:10:38 GMT

Economist sees rates falling to 1%, maybe lower

Nov 21: Jonathan Loynes on inflation expectations

Fri, 21 Nov 2008 17:10:38 GMT

Deflation expectations could slow spending further