Opinion

The Bank of England's fantasy forecast of a decline in annual CPI inflation to about 1% in early 2011 looks even less credible in the wake of March numbers showing an unexpectedly large rise from 3% to 3.4%.

GOSLING'S GROUSE

CONTRARIAN INVESTOR

Last week saw major indices hit 18-month highs with many now comfortably sitting at pre-crash levels.

THE ALCHEMIST

For investors who regard China as a bubble fit to burst, yesterday's debut of stock index futures was a long time coming.

CONTRARIAN INVESTOR

This is about the election, but please do not let this put you off.

GOSLING'S GROUSE

Are hedge funds a blessing or a bogey-man for the world's capital markets? When it comes to emerging markets, the answer seems to be ‘it depends'.