Some highlights from Monday’s FTfm.
Insurers gear up for new charges
Solvency II rules could cause a sell-off of equities and corporate debt among European insurers. Instead they might be pushed into more local currency emerging market debt and supposedly risk-free sovereign debt. With $22,000bn in assets, what they do will move markets Read more

1About China's capacity to absorb more capital
2Japan's mini crash: Blame China, not just Ben
3Spain's awful unemployment
4The Nikkei: a market abducted by retail
5S&P 2,100, by Goldman Sachs
Show more6Everlasting credit, the long view
7Measure it however you like: inflation has been low and falling
8Buyback to enrich
9Apple Operations International, facts (?) du jour
10Everyone's scared of something
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