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| FT.com - Investor's notebook
FT.com - Investor's notebook
The rescue plan for the mortgage agencies has failed to reassure
Shine has gone off the sector and it could get dimmer if low price pressure points are hit
John Authers says the market is betting that Fannie and Freddie shareholder will be thrown to the wolves
An improving US trade deficit and the resultant changes to global currency reserves look increasingly supportive of the dollar, says Stephen Hull at Lehman Brothers
The unusual character of the current downturn has yet to play out, warns George Magnus, senior economic adviser at UBS, as further losses loom over the banking sector
Margie Patel has one piece of advice: stop being so greedy. Her admonition is aimed at investors who pumped up the financial bubble with their demand for excessively leveraged, shabbily constructed bonds
John Authers on the impact of the falling oil price on other markets
Investors are leaving emerging market equity funds because of the sell-off in commodities and rising interest rates in many of these economies.
Slow-down in China is more to do with slowing global demand, rising input costs and domestic imbalances than the Olympics, says Jing Ulrich, Chairman, China Equities, at JPMorgan.
It takes time for bankers to understand what has hit them and then to adjust their behaviour
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