The Observer: Dividend-driven markets defy downturn"House prices now look all but certain to fall; companies as diverse as Dixons, French Connection and Northern Foods are warning that business is getting ever tougher; here, economic experts are convinced that the Chancellor will break his 'golden rule' of not borrowing to finance public spending; across the Atlantic, both government and personal borrowing have reached dizzying records, helping to push the dollar ever lower. "
