from Breakingviews:

Believe bonds not stocks on Brexit damage

June 30, 2016

UK markets, like the Roman god Janus, have two faces. A week on from Britain’s vote to leave the European Union, equity markets present a view that things won’t be too much worse than the past. Falling government bond yields point to a bleaker future. The pessimistic thesis has more going for it.

from Breakingviews:

Brexit is reopening euro zone sovereign wounds

June 14, 2016

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

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.