from Morning Bid with David Gaffen:

The Fed and the Damage Done

January 28, 2015

The general sense from financial strategists and the commentators around them is to look at earnings reports like what was put out there from Caterpillar, Microsoft and a number of other big-name companies, see their disappointments (in part the result of the dollar’s strength, which seems to have surprised the hell out of a lot of people, judging by the Tuesday selloff) and wonder why the Fed might consider holding the line with its “coming soon!” approach to raising rates before long. Add to that all the recent moves by the various other worldwide central banks to lower rates – the Danes, the euro zone, the Canadians – and the Fed looks even more out on an island with the harder line that it is taking at this point.

from Expert Zone:

Time to accumulate equity assets as financial markets at the cusp of growth

By Nimesh Shah
January 14, 2015

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

from Breakingviews:

Property default rattles China debt neighbourhood

January 5, 2015

By John Foley 

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

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 Breakingviews:

Strong dollar is $10 trillion headache for debtors

December 8, 2014

By Andy Mukherjee

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

from Breakingviews:

Deutsche’s CoCo buyers are not totally irrational

November 19, 2014

By George Hay

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

from Breakingviews:

Euro zone stuck between health and healing crisis

By Edward Hadas
November 14, 2014

By Edward Hadas

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

from Global Investing:

Counting Pennies In Venezuela

November 12, 2014

It was a gloomy, rainy night in Boston last week where emerging market analysts and portfolio managers huddled together before an audience of 75+ people to discuss an equally gloomy situation in Venezuela, specifically whether or not the nation, with the biggest proven oil reserves in the world, is on the precipice of defaulting on its debt.

from Breakingviews:

UBS’ legal pain is beginning to look manageable

October 28, 2014

By Dominic Elliott

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

from Hugo Dixon:

Italy has no good Plan B

By Hugo Dixon
October 13, 2014

Matteo Renzi’s Plan A is to push through domestic reforms, hope the European Central Bank manages to get inflation ticking up, and keep his fingers crossed the Italian economy stops shrinking. But if this fails, a mega wealth tax, debt restructuring and/or exit from the euro beckons.