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  • What the other papers say this morning – 16 October 2013

    October 15, 2013

    FINANCIAL TIMES US bankers attack London-China love US bankers and UK lawyers attacked the new light-touch regulatory regime proposed for Chinese banks in the City on Tuesday, accusing George Osborne of political interference in regulation. As the chancellor confirmed details of a plan for Chinese banks to operate via branches rather than full-blown subsidiaries, senior [...]

  • What you need to know before the open – 15/10

    October 15, 2013

    Economic confidence in the US is dwindling as we enter day 15 of shutdown, although markets don't seem too worried at present. Equity markets continue to display confidence that a US Senate agreement could be reached this week, but the shift to Congress, with its Republican majority, will throw up deeper disagreements. The lack of [...]

  • CNBC Comment: Stability isn’t saving emerging markets

    October 14, 2013

    INVESTORS have remained remarkably sanguine, despite being just a couple of days from the 17 October date when the US Treasury says it will run out of money if the debt ceiling isn’t raised. Yes, volatility has spiked, and very short-dated credit has seen yields higher. But whatever last minute extension is crafted, everyone expects [...]

  • New York Report: Debt talks still ongoing as US results go out

    October 13, 2013

    US STOCK investors, hoping to leave politics aside to focus on fundamentals, aren’t going to get their wish yet as talks over raising the debt ceiling and reopening the government broke down over the weekend. The S&P 500 generated two days of strong gains in advance of the weekend on hopes an agreement to raise [...]

  • What the other papers say this morning – 11 October 2013

    October 10, 2013

    FINANCIAL TIMES New York Fed sued over Goldman A former bank examiner filed a suit against the Federal Reserve Bank of New York, claiming she was fired after criticising Goldman Sachs for its policies on managing conflicts of interest. Carmen Segarra is suing the New York Fed and three of its officials in federal court [...]

  • Gold prices to continue losses to 2014 says Morgan Stanley

    October 10, 2013

    Morgan Stanley has forecast a continues further fall in the price of gold into 2014 as the Federal Reserve begins the process of tapering its bond buying programme. Morgan Stanley analyst, Joel Crane, speaking in a video report said: We recommend staying away from gold at this point in the cycle. Our forecast profile heading [...]

  • What you need to know before the open – 10/10

    October 10, 2013

    US markets closed slightly higher yesterday, following Janet Yellen's nomination as Fed chairman and acceptance speech in which she pointed to a more relaxed monetary policy – diminishing the chance of a taper being imminent. In addition, the minutes from last month's FOMC showed that opinions were divided on a taper, and there was plenty [...]

  • US debt ceiling division may be the harbinger of greater crises to come

    October 10, 2013

    AS THE government shutdown has metastasised into a crisis about the US debt ceiling, a dark narrative has been playing endlessly inside my head. For the social and political divisions that have been revealed over these past few weeks may well be harbingers of greater crises ahead. To understand why, we need only look back [...]

  • US economy held hostage by shutdown

    October 9, 2013

    FEARS over the potentially disastrous consequences of the US shutdown mean the Federal Reserve’s plan to slowly bring the economy back to normal have been put on ice. As Fed vice chair Janet Yellen was officially nominated by President Barack Obama as the next chair of the Federal Reserve, minutes from the American central bank [...]

  • Top 1 per cent of income taxpayers are bailing out the Treasury

    October 9, 2013

    THERE is no better snapshot of modern Britain than the regular updates from HMRC on the taxes we pay and the income we earn. The latest batch doesn’t disappoint. There will be just 29.3m income taxpayers in 2013-14, 2m lower than in 2010-11 as a result of the increase in the personal allowance. There will [...]

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