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The pensions shake-up and equity demand
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The decline of defined benefit pension provision in the US and UK, prompted by tougher regulation and mark-to-market accounting, has accelerated a shift away from more risky investment
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Short View: Price of Nasdaq's crash
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It is ten years since the Nasdaq Composite peaked, crashed and burned, but we are still living with its consequences
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Shorting US Treasuries could be a mistake
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There are reasons to expect the Treasury market to hold its own, and perhaps even surprise with lower yields, writes Dino Kos
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Outlook for covered bonds brightens
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Dealers said liquidity in the market should improve after the European Central Bank said it would lend its stock of the securities
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Short View: Jobs data full of sound and fury
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A strong employment report could decisively address concerns over the strength of the US recovery – but the picture will be obscured by snow, writes John Authers
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Germany's hands are tied on Greece
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Investors should not expect too much when the German chancellor meets the Greek prime minister in Berlin on Friday, says Hans Redeker
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Asian traders warm to benefits of dark pools
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Investors are waking up to the potential speed and size of alternative trading venues
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Pre-emptive action needed within weeks
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How the eurozone "deals" with Greece is clearly important, but the ones that really matter are the UK and the US, says Bob Janjuah.
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Markets look for political leadership
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The fundamental, and at times, passionate debate about sovereign debt is a predictable part of the sequencing of the financial crisis rumbling through the West, writes George Magnus.
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Short View: US stocks and the dollar
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That the overwhelming negative correlation between US stocks and the dollar has now broken down can be viewed as a step towards historical normality, writes John Authers
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Sterling's crisis could have health benefits
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A further weakening of sterling could be just what is needed to rescue the UK economy, says Charles Dumas at Lombard Street Research.
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Short View: Sterling nosedives
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Sterling is in a nose dive, and the best parallel may be with its darkest hour, in early 1985, when the pound nearly reached parity with the dollar, writes John Authers
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European stocks are set for a long struggle
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It is still too early to buy European equities and the current correction phase could last a few more months or even quarters, says Ronan Carr
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