The Great Debate

Wall Street’s biggest trade of the year

April 15, 2010

Wall Street’s famed army of lobbyists does not seem to have had much success pushing back on the regulatory overhaul bills now being considered by the U.S. Congress.

Obama bank plan is good policy, good politics

January 22, 2010

– John Kemp is a Reuters columnist. The views expressed are his own –

from Commentaries:

Why banks should welcome “living wills”

September 15, 2009

A year after Lehman Brothers collapsed, policymakers are still getting to grips with the key question raised by the Wall Street firm's fall: how to ensure that the failure of a large bank does not jeopardise the entire financial system.

from Commentaries:

Wall Street’s $4 trillion kitty

August 24, 2009

matthewgoldstein.jpgThe Obama administration's plan for reining in derivatives leaves unchecked one of Wall Street's dirty little secrets: the ability of a derivatives dealer to redeploy cash collateral that gets posted by one of its trading partners.

from Commentaries:

CIT is a warning sign

July 13, 2009

agnes1If it's not a risk to the financial system, let it fail.

That's the message from the government's reluctance to swoop in and bail out one of the nation's biggest commercial lenders, CIT Group Inc, as it struggles to stay afloat. But even though CIT doesn't have the firepower to take down the global financial system, its failure would certainly be felt by some of the struggling small businesses that rely on its financing.

from Commentaries:

Obama loves hedge funds

June 17, 2009

Matthew GoldsteinThe big winner in the Obama administration's financial regulatory reform package is the beaten-up hedge fund industry.

The end of the Davos consensus

By J Saft
January 30, 2009

– James Saft is a Reuters columnist. The opinions expressed are his own –

Brace yourself: Political-market risks in 2009

January 5, 2009

prestonkeat– Preston Keat is director of research at Eurasia Group, a global political risk consultancy, and author of the forthcoming book “The Fat Tail: The Power of Political Knowledge for Strategic Investors” (with Ian Bremmer). Any views expressed are his own. For the related story, click here.