March 2010
Cuomo's allegations surrounding Bank of America's former and current heads are perplexing.
February 2010
IFR awards; HSBC cocktails; the US banks' Q4 reporting, or, a party without the punchbowl.
January 2010
Last year was an odd one: waves of euphoria and despair that normally unfold over decades were compressed into 12 months. In the early part of 2009, you could smell the fear: even the wealthy were paralyzed by panic. Of course, with hindsight, one can see all the elements were in place for a massive boom in financial assets.
More abigail with attitude stories
March 2010
There is no easy way out of the overleveraged situation many governments have got into. A sovereign debt crisis looms, and not just for the most profligate.
February 2010
Greece has a tough road ahead of it to restore economic health and credibility. But those who believe it will default, leave the eurozone or abandon the EU are living in a fantasy world.
January 2010
Germany’s fiscal discipline imperative, which perforce will be imposed on the whole eurozone, is the key to a more dynamic, less state-heavy EU economy.
More against the tide stories
March 2010
The notion that “you can’t time the market” has somehow become received wisdom. It is, of course, nonsense. The experience of two very British institutions and some data analysis reveals the truth behind the cant.
February 2010
Professional investment managers and their clients may have given themselves an impossible goal of generating superior short-term returns.
January 2010
Reports of life in the barbarous relic have been greatly exaggerated.
More inside investment stories
March 2010
Occasionally an analysis brings you up short and makes you rethink what you thought was obvious. Such is the case in the light of Koo's (Nomura) "balance sheet recession".
March 2010
This week we raise ten questions yet without clear answers. Together they are disturbing. Readers might think of their own answers, but “status quo” is unlikely to be amongst them.
March 2010
A period of calm let us reconsider the impact of the end and eventual reversal of quantitative easing. Long-term rates must rise, but what of inflation?
February 2010
Illiquidity has returned to bond markets. Confidence everywhere is falling. Profligacy has moved from the private to the public sector. Where can it lead?
More bridport bond column stories