Bond Outlook August 12 2009

With a US economy “pumped up” with an unsustainable stimulus package, what happens when the stimulus is withdrawn? See our alternatives and be grateful for China’s growing domestic consumption.

Korea survives the fall-out

Perhaps it’s not sufficiently dramatic for South Koreans to have the world’s craziest regime as their northern neighbour, with its twitchy nuclear finger.

Guaranteed bonuses return

It would be foolish for any in the industry to dismiss those expressing outrage at the resumption of enormous bonus payments as mere populist political posturers.