Bond Outlook July 1 2009

Moving from overpriced government bonds to quality corporates, our recommendation last October, is now commonplace.

Bond Outlook June 24 2009

If the savings rate has moved from -2% to +6% and industrial capacity usage has dropped to 65%, can the official drop of 3% in GDP be correct?

Bond Outlook June 17 2009

Moving from overpriced government bonds to quality corporates, our recommendation last October, is now commonplace.

Bond Outlook June 10 2009

Much is going as we have supposed in recent weeks, but the great unknown is the timing of the inevitable switch from a deflationary environment to an inflationary one.

Banks begin great financial retrenchment

Over the next few years the financial landscape could see a dramatic shift as market forces, politicians and tighter regulations make banks scale back their foreign businesses and focus more at home.

The Barclays era dawns

Frits Seegers has a mission to turn Barclays into a global retail and commercial banking powerhouse.

Barclays keeps apologizing for saving the bank

In the summer of 2008, following failed offerings from HBOS and RBS, the UK Treasury commissioned a Rights Issue Review Group consisting of bankers, investors and regulators, to examine the equity-capital-raising process in the UK and recommend ways to make it more efficient and orderly.

Bond Outlook June 3 2009

Merkel is speaking out where others keep silence: just are the long-term implications of the hyper-loose monetary policies for inflation and taxation? A grim choice: inflation or higher taxes.