From the FT:
Mother of all carry trades faces an inevitable bust - Nouriel Roubini
A fruitless clash of economic opposites - Edmund Phelps
Tame the markets to make capitalism ethical - Ken Costa
We must not be too late with starting the Big Exit - Wolfgang Münchau
Capital controls - Krishna Guha, FT Money Supply
From elsewhere:
How to live in a bubble - The Economist’s Free Exchange
The Puzzle of Asia’s Rapid Rebound - Anoop Singh via IMFdirect
What rebalancing of Chinese and American consumption? - Michael Pettis
Bullish data, recoveries, crashes and the psychology of forecasting redux - Edward Harrison of Credit Writedowns via Naked Capitalism
Government guarantees on bank funding: Should we extend them into 2010 despite the improved bank profitability and the schemes’ distortionary effects? - Aviram Levy and Fabio Panetta via VoxEU

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