View from the Markets

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