from Morning Bid with David Gaffen:

The Road Was Long, But You Ran It (Janet)

May 22, 2015

On an otherwise quiet day for markets, everyone's got their eye on Janet Yellen, who speaks at 1:00 p.m. ET (1700 GMT), and it looks like she's going to make a bit of a case for the Federal Reserve to start raising rates in the near-term.

from Morning Bid with David Gaffen:

Fed in the Red

May 20, 2015

The Federal Reserve's upcoming minutes on Wednesday will serve as something as a precursor of Janet Yellen's coming Friday speech that looks like it will set the tone for the coming Fed meetings and what should be the market's outlook for Fed policy.

from Breakingviews:

Bond turmoil signals new era of return-free risk

May 15, 2015

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

from Morning Bid with David Gaffen:

Impressionism

May 15, 2015

Markets close out another week of interesting times, left with only a few notable data points over the next few weeks to drive activity, and with more than a few people throwing their hands in the air (in confusion, not because they just don't care).

from Morning Bid with David Gaffen:

The big one, Elizabeth

May 11, 2015

A host of factors will contribute to the market's action this week, including a smattering of domestic news and some bigger issues out of Greece, China and other parts of the world. With bond yields having backed up significantly lately and the dollar still not breaking out of recent weakness, the path is unclear.

from Morning Bid with David Gaffen:

Dislocations, jobs and the bond market

May 7, 2015

Friday’s jobs report will possibly alleviate a bit of a confounding period in the market, where the Treasury curve, particularly the long end, has been under intense selling pressure in a counter-intuitive move, seeing as how data has been largely lackluster.

from Morning Bid with David Gaffen:

Sovereign sensitivity

April 17, 2015

The markets come in to the day's trading with futures down dramatically, with people worrying less about earnings and more about what's happening overseas.

from Breakingviews:

Europe’s credit boom locks in mediocre returns

April 16, 2015

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

from MacroScope:

Greek drama shifts to Washington

By Mike Peacock
April 16, 2015

German Finance Minister Schaeuble attends news conference in Berlin

Much of the action switches to Washington where G20 finance ministers and central bankers are gathering for the IMF’s spring conference.

from MacroScope:

Will manifestos move the UK election dial?

By Mike Peacock
April 13, 2015

Labour leader Miliband speaks at a joint news conference in Edinburgh

Britain’s main political parties will publish their election manifestos this week after what seems likes weeks of campaigning already, none of which has significantly shifted the polls putting the ruling Conservatives and opposition Labour party neck-and-neck.
Labour will launch its manifesto today with the Conservatives following on Tuesday.