from Morning Bid with David Gaffen:

The once in a 100,000-years event

January 16, 2015

The surprise move Thursday from the Swiss National Bank has had the effect of confusing a lot of people about a lot of things: the SNB’s intentions, the timing, the ancillary effects and who the losers are.

from Global Markets Forum Dashboard:

‘L’exquisite Douleur’ of lower oil prices, Canadian style

January 13, 2015

As oil prices continue to slide to even lower lows, market strategists are beginning to wonder when the fallout will begin to make itself known in earnest in oil-producing nations.

from Breakingviews:

Petrodollar drought is new risk for markets

January 6, 2015

By Swaha Pattanaik

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

from Edward Hadas:

The oil price is just plain wrong

By Edward Hadas
January 5, 2015

The price sign outside Costco in Westminster, Colorado, shows gas selling for $1.81.9 for the first time in years

The oil price is still too high, often too low and much too volatile. In other words, this is a market that doesn’t work well for anyone.

from Global Markets Forum Dashboard:

Hedge fund pool shrinks as assets grow, clients still bet on alpha – Steinbrugge

December 11, 2014

The hedge fund industry is on track to finish out the year both with record assets and a huge chunk of fund closures. Of the 240 funds launched in the third quarter 200 were liquidated, according to data from Hedge Fund Research. Year-to-date through September's end, there were 814 launches and 661 liquidations, HFR data showed.

from Global Markets Forum Dashboard:

Sell, baby, sell: Sinking oil prices among global headwinds into 2015: Canadian fund manager, US economist

December 10, 2014

The rout in oil will have wider reaching consequences yet.

The Organization of Petroleum Exporting Countries’ decision not to cut production amid slowing demand coupled with large increases in U.S. oil output has skimmed some $40 off a barrel of oil inside of five months.

from Expert Zone:

India’s growth outlook keeps getting better

By Nimesh Shah
December 8, 2014

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

from Global Markets Forum Dashboard:

OPEC’s edginess pushes U.S. shale revolution ahead of U.S. shopping holiday

November 28, 2014

The shale oil boom in the U.S. may top media headlines over the holiday shopping blitz this day after Thanksgiving in the U.S.

from Global Markets Forum Dashboard:

Marginal oil producers, gold investors heed caution ahead of OPEC meeting

November 13, 2014

Oil markets made history this week as Brent crude prices dipped below $78 to a four-year low. This comes ahead of a meeting by members of the Organization of the Petroleum Exporting Countries on Nov. 27th.  Up for debate is whether or not Saudi Arabia, OPEC’s largest producer, will decide to cut production.

from Global Markets Forum Dashboard:

Fed should take “Goldilocks” jobs report with grain of salt; wage growth still main story – Rivkin

November 7, 2014

Friday's jobs report was something that the market could take in stride and the U.S. Federal Reserve could breeze over in its interest rate policy plotting. Even as the unemployment rate sank to a six-year low, wage growth remains stagnant. Wage growth has to become more robust and consistent before the Fed embarks on raising interest rates, most analysts agree.