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With the euro hitting fresh record highs against the dollar, it must be tempting for European policymakers to crow. However, complacency could lead to crisis.
Euromoney May 2008
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Much is made of Ben Bernanke’s academic work on the Great Depression. However, the Fed chairman seems to making policy with one eye on the recent Japanese debt deflation cycle.
Euromoney April 2008
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Six months into a credit crunch there are few signs of an improving outlook for non-government bond markets. It is a signal equity investors would do well to heed.
Euromoney March 2008
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Financial markets must adjust to an environment where credit is no longer cheap and abundant.
Euromoney February 2008
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A US recession could be short, shallow and relatively benign for the rest of the world if oil price falls in 2008.
Euromoney January 2008
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Rumours are rife that quant funds stumbled again in November. If they are to thrive in the future, they need to learn from these mistakes.
Euromoney December 2007