from Breakingviews:

Dear Draghi: Time to buy bank bonds

February 12, 2016

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

from Breakingviews:

German CDS imply bank doom loop is unbroken

February 10, 2016

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

from MacroScope:

Is growth in euro zone bank lending to companies fizzling out?

January 29, 2016

The European Central Bank (ECB) President Mario Draghi addresses a news conference at the ECB headquarters in Frankfurt, Germany, January 21, 2016. The ECB held interest rates at record lows on Thursday, but the market crash, tumbling bank stocks and ebbing inflation may set the stage for action later in the year.   REUTERS/Kai Pfaffenbach - RTX23E79

A meaningful economic revival in the euro zone that has any hope of generating inflation pressures of its own rests mainly on a pickup in demand.

from Expert Zone:

India Markets Weekahead: Time to move from debt to equity

By Ambareesh Baliga
January 24, 2016

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

The Bombay Stock Exchange (BSE) building is pictured next to a police van in Mumbai, India, August 24, 2015. REUTERS/Danish Siddiqui/Files

The Bombay Stock Exchange (BSE) building is pictured next to a police van in Mumbai, India, August 24, 2015. REUTERS/Danish Siddiqui/Files

from Breakingviews:

Guest view: Euro zone needs workable banking union

By Guest Contributor
January 12, 2016

William Rhodes, a former Citigroup executive, is president and chief executive officer of William R. Rhodes Global Advisors and author of “Banker to the World: Leadership Lessons from the Front Lines of Global Finance”.

from Hugo Dixon:

EU enters brave new world of bank bail-ins

By Hugo Dixon
January 4, 2016

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

from Breakingviews:

Giants of central banking will be cut down to size

December 30, 2015

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

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 Hugo Dixon:

EU could fall apart without flexibility

By Hugo Dixon
December 21, 2015

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

from Breakingviews:

Mario Draghi is central banking’s tragic hero

December 3, 2015

Central bankers make unlikely tragic heroes. Yet Mario Draghi is becoming exactly that by pushing on with a doomed fight to revive inflation.