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...

ALL EYES ON GERMANY AS EUROPE LOOKS TO A YEAR OF CHANGE / THE FINANCIAL TIMES OP EDITORIAL

All eyes on Germany as Europe looks to a year of change Chinese authorities move to boost the country’s flagging economy Sir John Redwo...

THE COMING CHINA SHOCK / PROJECT SYNDICATE

The Coming China Shock For years, China has defied the widely held view that political openness is necessary for long-term economic devel...

SOME DARK CLOUDS ON THE HORIZON FOR THE U.S. ECONOMY / BARRON´S MAGAZINE

Some Dark Clouds on the Horizon for the U.S. Economy By Matthew C. Klein Photograph by Christopher Burns By most accounts, the Amer...

BREXIT: BETWEEN A BORDER POLLAND A BACKSTOP / GEOPOLITICAL FUTURES

Brexit: Between a Border Poll and a Backstop In Brexit negotiations, the Irish question is proving the most difficult to answer. By Rya...

CHINA´S URBAN-RURAL DIVIDE / THE WALL STREET JOURNAL

China’s Urban-Rural Divide Differing paces of consumption growth explain some of the media Sturm und Drang around Chinese consumers, but ...

BONDS ARE SAYING SOMETHING - WE SHOULD BE LISTENING / SEEKING ALPHA

Bonds Are Saying Something - We Should Be Listening by: Eric Basmajian  Summary - Despite the equity market rally, long-term int...