Why most G7 states are suffering from a corporate savings glut For policymakers the lesson is that any escape from today’s low interest. Published 10 Oct, 2016 06:04am
Why governments are caught in a double bind over public debt In the absence of more pro-growth policies and a return to inflation, the public debt overhang will remain obdurate. Updated 23 May, 2016 07:41am
Uncertainty clouds the outlook for pension funds The defined benefit model of pension provision is supremely unsuited to today’s world of low or negative interest rates. Published 23 May, 2016 06:57am
US turns up heat in currency wars Japanese Finance Minister Taro Aso made it clear he did not share the US Treasury’s view that the yen market was orderly Published 09 May, 2016 06:49am
Consumers fail to reap full benefit of falling crude costs The incentive to spend the windfall is reduced because consumers do not fear prices are about to rise. Published 25 Apr, 2016 06:49am
Central bank paralysis prevails as currency wars get complicated Appreciation of the yen against the dollar reversed the normal currency market laws of gravity. Updated 11 Apr, 2016 07:01am
It is time institutional investors took a firmer grip on buyout mania There is a marked lack of transparency and accountability in what is now a huge item of corporate spending and a serious Published 07 Mar, 2016 06:33am
Divergence favours investors with strong nerves In the US, investors are worried about decelerating corporate earnings. Published 26 Jan, 2016 06:55am
A strange aversion to corporate tax Economists at the International Monetary Fund have found that redistribution and reduced inequality support faster. Published 11 Jan, 2016 07:07am
Leaking oil producers’ sovereign funds fuel change in capital flows The clout of the oil and gas producers’ sovereign wealth funds is considerable. Published 14 Dec, 2015 07:10am
QE has clouded investors’ vision of what is normal Given the near-universal consensus that there will indeed be a quarter-point rise next month. Published 30 Nov, 2015 06:47am
Bullish markets, bearish boards AS the period of ultra-loose monetary policy in the developed world inches to a close, a paradox calls for... Published 10 Aug, 2015 06:48am
Beware dangers of living in a subnormal interest rate world It is beyond doubt that ‘normalisation’ of monetary policy is a long way off. Janet Yellen, chairwoman of the Federal... Published 29 Jun, 2015 06:28am
Corporations holding out against fiscal revolution To create a more robust economic recovery, it would make sense in many countries to shift income from companies to Published 09 Mar, 2015 10:19am
Rally in gold price due as central banks add risk for investors While the yellow metal is often thought of as a hedge against ... Published 26 Jan, 2015 06:59am
World faces threat of a descent into intractable deflation Emerging markets will have a much tougher time in this deflationary world Published 12 Jan, 2015 06:03am
Forgive the debt or earn the wrath of its victims The paradox of the German view on debt is that Germany has been the biggest developed world beneficiary of debt Published 06 Jan, 2015 07:03am
Why QE is not likely to head off stagnation in the eurozone Yields in the eurozone sovereign debt markets have fallen to such low levels that they are, in effect. Updated 17 Nov, 2014 08:04am
Faith in central banks exposes markets to political risk There is the wider concern that stability and predictability, which provide the underpinnings of economic... Updated 22 Sep, 2014 09:08pm
A threat to prosperity if the world cuts the ties that bind The most powerful impediment to growth is a loss of confidence in the systems that made rising global interdependence Published 25 Aug, 2014 06:27am
