from Morning Bid with David Gaffen:

Another Uncertain Morning

January 5, 2016

After Asian markets stabilized in the global selloff, futures are on the back foot again as European shares weaken and investors once again get caught on the concerns about weakening economic figures around the world. The ISM figure, which came in poor on Monday, has also fanned fears – again – of a possible recession developing, one that would come at an inopportune time for the Fed, which has only recently started raising interest rates.

from Breakingviews:

Luxury slowdown could delay Gucci revamp

January 4, 2016

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

from Breakingviews:

China index: Economy suffers winter blues

December 29, 2015

Our index climbed a little higher in November, but underlying data gave little cause for cheer. Exports and rail freight volumes tumbled, investment in residential property suffered the steepest fall since Breakingviews records began in 2008, and pollution hit a 13-month high.

from Viewsroom:

Cracking the predictions book

December 23, 2015

Breakingviews' volume of prescient insight for 2016 includes forecasts about M&A, oil, interest rates, the Olympics, Star Wars booty and much more. Ren Holding and Antony Currie pick their favorites.

from Breakingviews:

Global smartphone brands face mass extinction

December 23, 2015

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

from The Great Debate:

Three ways China is finally taking its seat at the world’s table

December 23, 2015

China's President Xi Jinping speaks during the opening ceremony of the 2nd annual World Internet Conference in Wuzhen town of Jiaxing, Zhejiang province, China, December 16, 2015. REUTERS/Aly Song

Chinese President Xi Jinping speaks at the opening of the 2nd annual World Internet Conference in Wuzhen town of Jiaxing, China, December 16, 2015. REUTERS/Aly Song

from Morning Bid with David Gaffen:

Top Markets Stories of 2015

December 22, 2015

It’s been an interesting year, and the volatility we saw strikes some as a harbinger, with more divergence in monetary policy and the long-anticipated beginning of a Fed tightening cycle careening into the collapse of oil, setting up for an eventful 2016. For now, though, here’s a look at the top 10 stories in the markets over the past year:

from MacroScope:

UK bank stress tests do not clear fog over China risk

December 22, 2015

British banks survived the Bank of England’s 2015 stress tests largely unscathed, but the assessment published earlier this month also underscored the vulnerability of the UK banking system to China.

from MacroScope:

Prospects still slim for major global economic pickup

December 22, 2015

AppleMark

The world economy may be set for another year like 2015, with modest growth in developed economies offsetting persistent weakness elsewhere but generating very little inflation and keeping interest rates low.

from Breakingviews:

China will stop ignoring Facebook’s friend request

December 22, 2015

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