FED U-TURN SHOULD PUT LIQUIDITY BACK IN THE SPOTLIGHT / THE FINANCIAL TIMES MARKETS INSIGHT

Fed U-turn should put liquidity back in the spotlight Investors should remember that return of capital is as important as return on capit...

FINANCIAL STABILITY IN ABNORMAL TIMES / PROJECT SYNDICATE

Financial Stability in Abnormal Times Despite improvements in the financial system since the 2008 crisis, the piecemeal reforms that have...

THE GLOBAL TRADE SLOWDOWN WILL GET WORSE BEFORE IT GETS BETTER / THE WALL STREET JOURNAL

The Global Trade Slowdown Will Get Worse Before It Gets Better Surprisingly strong Chinese trade data for January are looking like an out...

EUROPE HAS AMERICA´S GLOBALIZATION PROBLEMS ON STEROIDS / THE WALL STREET JOURNAL

Europe Has America’s Globalization Problems on Steroids The eurozone is grappling with a slowdown in China, but its regional divergences...

HOW THE FED´S WAIT-AND-SEE STANCE HELPS THE MARKETS / KNWLEDGE@WHARTON

How the Fed’s Wait-and-see Stance Helps the Markets Wharton's Peter Conti-Brown and Rodney Ramcharan from the University of Southern...