from Breakingviews:

Time for banks to go cold turkey on sovereign fix

April 18, 2016

The author is a Reuters Breakingviews columnist.  The opinions expressed are his own.

from Expert Zone:

India Markets Weekahead: Book some profits as markets will consolidate

April 17, 2016

(Any opinions expressed here are those of the author and not of Thomson Reuters)

Brokers trade at their computer terminals at a stock brokerage firm in Mumbai January 6, 2015. REUTERS/Shailesh Andrade

Brokers trade at their computer terminals at a stock brokerage firm in Mumbai January 6, 2015. REUTERS/Shailesh Andrade

from Expert Zone:

India Markets Weekahead: Corrections are opportunities to buy

April 10, 2016

(Any opinions expressed here are those of the author and not of Thomson Reuters)

Brokers trade at their computer terminals at a stock brokerage firm in Mumbai, August 25, 2015. REUTERS/Shailesh Andrade

Brokers trade at their computer terminals at a stock brokerage firm in Mumbai. REUTERS/Shailesh Andrade/Files

from Morning Bid with David Gaffen:

Yellen The Gradualist

March 29, 2016

Investors remain fickle in a market that gives them a few nice pieces of data only to yank away that optimism. Monday’s figures on personal consumption and gross domestic product (revised lower, as expected) again brought out the chattering classes nervous that the Fed will suddenly stand fast on its seeming expectation to raise rates again before long.

from Morning Bid with David Gaffen:

Markets Hit a Lull

March 22, 2016

The terror attacks in Belgium are the most immediate catalyst for market moves right now, with futures dipping, bond yields lower and safe-haven gold higher. But perhaps it is a sign of the ongoing familiarity with these attacks that US futures are only down about 0.4 percent this morning, VIX futures are up but only a little bit, and the overall activity is nowhere near as panicked as we have seen in the past. That may change as more details come out, but right now with more than two dozen dead the market's reaction has been quiet.

from Breakingviews:

Bank CoCos deserve all the brickbats

March 18, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Morning Bid with David Gaffen:

A Busy Week for Policy

March 14, 2016

A busy week beckons, with a troika of big central banks such as the Fed, Bank of England and Bank of Japan all set to have their next policy meetings to look at the interest rate picture.

from Morning Bid with David Gaffen:

Draghi Pulls Out the Big Guns

March 10, 2016

U.S. equities are having a somewhat expected reaction to the European Central Bank's decision to expand asset purchases by 20 billion euros per month and move into buying euro-denominated corporate bonds as well, and investors in addition are shifting away from the euro and into other currencies, with the dollar up by more than 1 percent against the euro and as the single currency falls against the yen and pound as well.

from Morning Bid with David Gaffen:

A Turn for Tuesday

March 8, 2016

Call it Turnaround Tuesday here after investors had rediscovered something of a new era of good feelings of late, with the S&P 500 hanging in there at the 2000 level, bond yields reaching heights not seen in a solid month (yes, that’s not that long), and even a modest widening in the spread between the two-year and 10-year yields, to about 100 basis points. Oil was actually sniffing around $40 a barrel as well.