Macroeconomics
Growth in Bric nations may not help global economy
Growth in Bric nations may not help global economy
Advanced economies risk slipping into Japan-style 'lost decade'
Lessons from the lost decade
Stick with government bonds – even if they are overpriced: Andrew Dalton profile
All about the assets: Andrew Dalton profile
Equities may have reached nadir - BlackRock's Doll
Commodity price increases may indicate improved economic prospects
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.
Global economic imbalances may lead to 'bond trap' for investors
US-led efforts to rebalance the global economy are in danger of foundering on Europe’s fiscal retrenchment drive. The result, warn economists, may be a global bond trap, whereby surplus liquidity is channelled into safe government debt, freezing…
Credit Institute event: The outlook for high yield
June’s meeting of Credit Institute gave investors the opportunity to discuss the key themes affecting the high yield market, including the Eurozone sovereign crisis and refinancing risk.
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.
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…
BIS outlines 'narrow path ahead' in annual report
Daily news headlines
Japan and EU meet for high-level talks
Daily news headlines
Larosiere says UK must play its part in EU supervision
Daily news headlines
FSA releases Financial Risk Outlook
Daily news headlines
Macrofinancial risk
A valuable synthesis of financial theory and macroeconomics appears to be emerging. This could enrich both areas, says David Rowe
Basel II could reinforce economic cycles more than expected, says BIS study
BASEL – The Basel II bank capital accord could reinforce economic cycles to a greater extent than expected, according to a working paper issued today by the Bank for International Settlements (BIS), the so-called central bankers’ central bank.