from Morning Bid with David Gaffen:

The Systemic Anomaly

April 13, 2016

Right now the market seems to be in a place of benign neglect when it comes to worrying about things like earnings, slow global growth, central banks, and anything else that might qualify as the type of thing that would keep the markets from moving much higher.

from Breakingviews:

Deals can help Japan’s banks offset dollar drought

April 13, 2016

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

from Morning Bid with David Gaffen:

Worth It

April 11, 2016

The beginning of earnings season this week brings the usual hopes for best-case scenarios, particularly as the outlook has deteriorated notably since the beginning of the year, when it was still thought that the weakness would be mostly confined to the impaired energy sector.

from Morning Bid with David Gaffen:

Dollar Blues

March 18, 2016

The dollar firmed up against most major currencies on Friday, still feeling the rippling effects of the Federal Reserve’s decision to come in more dovishly than many expected.

from Morning Bid with David Gaffen:

A Little Nervous

December 10, 2015

With a week to go before the Federal Reserve meeting, markets are showing some signs of jitters. While most people would say that the Fed's rate hike is priced in, the activity in the markets shows that in a week with scant news, it doesn't take much to push things around and for people to show that they are worried about which direction things are going.

from Morning Bid with David Gaffen:

Two Central Banks Diverge in a Wood

November 2, 2015

One of the primary themes that should dominate the week is one of the divergence between the Federal Reserve and the European Central Bank.

from Morning Bid with David Gaffen:

The Crane, The Crane!

October 16, 2015

Industrial projects, particularly large ones, tend to require lots of heavy equipment, like cranes, and so this week's results out of Manitowoc, which makes big cranes used in various parts of the world, including Asia and the Middle East, reported pretty disappointing results, adding that it expected more softness going forward with margins remaining in the low single digits for all of 2015.

from Morning Bid with David Gaffen:

Glacially Speaking

October 5, 2015

The week’s data is not strong enough to offset last week’s disappointment at the weak jobs report, so markets are more likely to focus on the several Fed speakers on the docket.

from MacroScope:

Second Fed rate hike delay this year slowly getting more official

August 27, 2015

RTX1GYLG.jpgFinancial markets have all but shut the door to a Federal Reserve rate hike in September, following a rout in stocks, currencies and commodities this past week, but economy watchers are only now warming up to the idea -- in public at least.

from Breakingviews:

Anyone have change for a quadrillion dollar bill?

June 12, 2015

A vendor arranges eggs on a new 100 billion Zimbabwean dollar note in Harare

A vendor arranges eggs on a new 100 billion Zimbabwean dollar note in Harare July 22, 2008. REUTERS/Philimon Bulawayo