Europe's debt problems, pushed into the background by an American-style central bank liquidity surge, have come back to revisit the markets, perhaps sooner than many investors had expected.
The international spotlight will be trained on Greek politics in May, as a Greek population straining at the reins of austerity takes to the ballot box.
Global utilities have underperformed in 2012, but opportunities exist for investors in well regulated and politically stable regions, Per Lekander, analyst at UBS, told CNBC.
Stock markets are likely to see a selloff of around 10 percent in the second quarter but over the longer term share prices may go even lower, according to Bob Janjuah, co-head of global macro research and head of tactical asset allocation at Nomura Securities.
With a bearish outlook on the Chinese economy, this analyst says his strategy is to stay short of the Aussie dollar.
Commodity exporting nations should prepare for a future in which commodity prices are far less likely to increase at the pace of the last decade and could in fact decrease, an International Monetary Fund (IMF) report warned on Tuesday, in an update to its World Economic Outlook.
European traders logging on Tuesday morning for the first time since Thursday found a shakier marketplace than they left.
Key indicators are showing heightened risk of another "funding squeeze" in Europe despite action by the central bank to pump more than 1 trillion euros of cheap loans into the region's lenders through its longer-term refinancing operation, Patrick Perret-Green, head of FX & rates strategy for Asia at Citi told CNBC on Tuesday.
South-Eastern Europe could throw up some surprises to the downside, Peter Attard Montalto, emerging market economist at Nomura, told CNBC on Thursday.
Credit rating agencies are sparring in public over new ratings as they seek to enhance reputations damaged during the financial crisis. The Financial Times reports.
The U.S. dollar has had a great week, and this strategist thinks there is more to come.
The problems faced by Spain and the long-term effects of the European Central Bank’s mass liquidity injections are still weighing down stock and currency markets around the world.
Barclays Capital is tempering its bullish stance on European stocks in the short term as the investment bank sees markets entering a sideways correction phase.
Anyone expecting the Bank of England to make a move on interest rate or monetary easing policy this month is guaranteed to be disappointed, economists have told CNBC.com
Here's a simple strategy to play Friday's employment report using the euro and the dollar.
CNBC's Steve Liesman reports that the private sector added 209,000 jobs in March. Joel Parkken, chairman of Macroeconomic Advisers, weighs in on the numbers.
The euro is on a downward path against the dollar, though the pair are likely to remain in the same general range they have been trading in for the past two years, because the greenback is not necessarily a better currency.
Known for their strong work ethic and no-nonsense attitude, the Dutch were close to losing their patience with troubled Greece earlier this year. But with the AAA-rated country now also firmly among the euro zone’s budget sinners, it needs to get its books in order fast.
'Tis the season for a major commodity currency to do well, this strategist says.
Some of the greatest and best-educated brains in the euro zone have pondered the question: how would you break up the euro zone?