Economics
US economy faces sluggish end to 2010
The Q2 slowdown in US growth is no short-term blip, according to investors.
Equities may have reached nadir - BlackRock's Doll
Commodity price increases may indicate improved economic prospects
'An explosion of sovereign debt'
'An explosion of sovereign debt'
West must not repeat Japan’s fiscal mistakes, says Nomura economist
Nomura chief economist Richard Koo warns the US and European economies face double-dip recession and a prolonged period of economic stagnation if stimulus is cut too soon.
Eurozone a 'slow-motion train wreck' – senior economist
Larry Brainard, chief economist at political risk consultancy Trusted Sources, argues that until Eurozone policymakers shift the emphasis of remedial action from sovereign debt and onto the banking sector, the region will continue to struggle.
Cesr reveals European financial markets risks, including double-dip recession worry
The Committee of European Securities Regulators (Cesr) has made public for the first time its analysis of trends, risks and vulnerabilities in financial markets
Safer instability
Regulators are preparing to introduce a host of new regulations to improve the resilience of the financial system. But this should go hand in hand with the use of policy tools to prevent asset price bubbles, argues Ryozo Himino
Double dip seen as most likely threat to financial system
Recent Risk.net poll finds market fears second global slowdown above other scenarios
FOMC faces tricky task in avoiding another bubble
FOMC officials’ pessimism about conditions highlights challenge central bank faces in fulfilling its dual mandate
Are US and Europe's economies at the point of divergence?
Strengthening fundamentals in the US and continued uncertainty over peripheral European economies have given rise to the notion that the US and Europe are undergoing a decoupling process. Credit looks at what this may mean for the US government bond and…
US Treasury yield movements betray deflation danger
Inflation often accompanies the end of the recovery after a crisis, but while US companies may fear high inflation, banks and investors increasingly see deflation as the more serious risk to the US economy.
Economists fear 'global bond trap'
Economists warn fiscal belt-tightening in Europe may exacerbate imbalances in the global economy, leading to sluggish growth and excess liquidity in government bonds.
Hawkish BIS warns on dangers of ultra-low rates
Bank for International Settlements says degree of slack likely to be smaller than suggested by output gap models
Execs would not be surpised if Eurozone shrinks, report claims
RBC Capital Markets survey say Greece most likely country to leave the eurozone.
IEA warns over medium-term global crude oil markets
Despite improvements in investment outlook since 2009, the IEA still has reservations about supply concerns in the next five years
Eurozone has two years to agree fiscal union, says DB Advisors
The viability of the Eurozone project continues to weigh on fixed income market, says chief investment officer of DB Advisors.
‘Fatal flaw’ may derail euro project, says Axa
Global head of fixed income at Axa says a more cohesive political union is needed if the Eurozone is to survive.
China to continue to drive global oil demand growth
Chinese oil appetite will account for almost half of global oil demand growth in the next five years but could be limited by the debt crisis in OECD countries
German economic strength 'a fallacy': Charles Dumas interview
The Lombard Street Research chairman tells Credit the German economy is far weaker than has been supposed.
Where next after May's month of mayhem? Rob Davies column
It seems that the European authorities are powerless to restore confidence to the financial markets, and the prospect of a double-dip recession is looming closer.
Debt-ridden Spain and Portugal face new threats to credit status
Clouds are gathering over the Iberian peninsula. Attention is shifting from Greece, given temporary respite by the EU-IMF bailout, to Spain and Portugal as fears mount over their fiscal deficits and spiralling unemployment figures.
Arm yourselves against inflation, Jonathan Ruffer warns bond investors
Index-linked bonds are where investors will find value as the effects of the financial crisis unwind, advises founder of Ruffer LLC.
China to revalue renminbi ‘by 4-5%’ this year: Zhang Wei profile
The Chinese Communist Party’s former leading economist, Zhang Wei, explains how revaluing the renminbi is in China’s interests, why the financial markets are such a headache for the country’s leaders and how the new generation may yet prove to be the…
Global crude benchmark WTI is flawed, according to expert
The global oil industry is increasingly turning away from WTI as a physical price benchmark, says industry consultant