Have we just seen the turning point in equity markets? A slew of bearish data from the US includes renewed predictions of falling property prices, and the UK should ensure credit is available to non-financial institutions too, if it wants to avoid the fate of mid 1990s Japan Read more

The Fed has accused banks of ignoring the risks of debt backed by commercial real estate, with some worrying numbers about bank reserves. Gold climbs higher, but is it being pushed up by new type of buyer, interested in speculating rather than hedging?  Read more

Oil trades may be denominated in a basket of currencies, rather than the US dollar. Brazil is having a good week, and there are growing calls for IMF reform to go further than that agreed at the G20 Pittsburgh meeting Read more

“Well run” emerging economies will be encouraged to hold less in foreign reserves with the IMF acting as a giant insurer, under a new proposal. Unemployment is set to break through 10 per cent in the US, and stay there for quite some time Read more

China’s push for materials and energy leads it to be South Africa’s biggest trading partner. In spite of this, questions over China’s continued recovery and further questions on whether we are seeing the end of the rally in equities Read more

As Russia invites foreign investment, China encourages domestic investment in commercial property. US housing prices are marginally improved but on thin volume, and unemployment data looks grim Read more

As money pours out of money market funds, we ask whether equity levels are sustainable and if the return of property-backed debt is a cause for celebration. Food security is a rising international concern and Bill Clinton asks if we should use the unemployed to increase energy efficiency. Read more

Jobs data looks healthy in Brazil and the square mile, but less rosy for manufacturing workers and journalists, although wage data may be good for those employed, whatever the sector. Commodities are ever more popular and gold could surge if China bans exports Read more