from Breakingviews:

Only Putin can stop rouble’s fall

November 7, 2014

By Pierre Briançon

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

from Global Investing:

Strong dollar, weak oil and emerging markets growth

October 17, 2014

Many emerging economies have been banking on weaker currencies to revitalise economic growth.  Oil's 25 percent fall in dollar terms this year should also help. The problem however is the dollar's strength which is leading to a general tightening of monetary conditions worldwide, more so in countries where central banks are intervening to prevent their currencies from falling too much.

from Breakingviews:

Russian central bank intervention is a dead end

October 8, 2014

By Pierre Briançon

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

from Over-Gaffenated:

Brazil on the grill

September 24, 2014

The idea of increased political risk when it comes to the U.S. markets has been mined before, and it’s true that the uncertainty that surrounds debates such as the renewal of the Export-Import Bank’s charter and the growing expectation that Republicans, should they take power in November in the Senate, could force another confrontation over the debt ceiling. That said, political risk in the U.S. isn’t anything when compared with Brazil as the largest South American economy gears up for its presidential election, a contest between current president Dilma Rousseff and environmentalist Marina Silva, who until last month wasn’t even running (she was the vice presidential candidate for her party, whose original candidate was killed in a plane crash).

from Counterparties:

MORNING BID – Apres Fed, le Deluge

September 18, 2014

The Kremlinologists turned out to be right, and the Federal Reserve left its "considerable time" language in its statement to assure the markets that it would be around for a while longer with rock bottom rates. It's the divergent (to a point) reaction out of the markets themselves that is interesting to parse, and will be key to watch in coming weeks and months. The action in the stock market was to suggest the entire exercise was a snooze-fest, with stocks ending marginally higher (yes, the Dow at a new record) but not too far from where the major averages were trading just before the news. Which is to say the equity market, always the most optimistic of U.S. markets, has it in mind that low rates stay for now, and until "now" is "then," it's time to party.

from Counterparties:

MORNING BID – Sound as a pound

September 9, 2014

Global ructions are dominating asset flows right now, and we’re not even talking about violent events such as the ongoing Russia-Ukraine conflict, the rise of Islamic State in Iraq and Syria, or the Israel-Palestine situation. Right now smaller events – yet uncertain ones – seem to be affecting the larger markets a bit more, contributing to a decided shift in factors that U.S. assets are reacting to.

from Breakingviews:

Pound joins euro as weak dollar victim

May 8, 2014

By Ian Campbell

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

from Breakingviews:

Confused Fed adds to emerging market muddle

March 20, 2014

By Andy Mukherjee

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

from Counterparties:

MORNING BID – Copper, China and currencies

March 12, 2014

Markets start on the back foot this morning, with weakness overseas - and particularly in emerging markets - feeding through to a bit of strain on U.S. futures and a bit of flight to quality to the U.S. bond market.

from Breakingviews:

Scandal will reshape FX trading dynamics

March 11, 2014

By Swaha Pattanaik

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