from Expert Zone:

How to get India’s exports back on track

November 21, 2014

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

from MacroScope:

Central banking elite under one roof

By Mike Peacock
November 7, 2014

U.S. Federal Reserve Chair Yellen speaks with European Central Bank President Draghi at the Jackson Hole Economic Policy Symposium in Jackson Hole

After European Central Bank chief Mario Draghi managed to mend fences and get his colleagues to sign up to his 1 trillion euros or so target to push into the ailing euro zone economy, Paris hosts its version of the Jackson Hole central bankers meeting.

from Anatole Kaletsky:

Europe’s economic and political future will be determined in the next few days

By Anatole Kaletsky
October 24, 2014

A candidate dressed as Darth Vader and representing the Internet Party of Ukraine which runs for parliament, stands on the top a vehicle as he leaves after a meeting with his supporters and voters in Kiev

Europe is at a make or break moment. Two very different events on Sunday, occurring at opposite ends of Europe, will largely determine the entire continent’s direction for years ahead: the parliamentary election in Ukraine and the bank “stress tests” and Asset Quality Review conducted by the European Central Bank. Before explaining the significance of these two events, and their unexpected linkage, I need to mention a third announcement, due next Wednesday: the European Commission’s verdict on the budget for 2015 submitted last week by the French government.

from Hugo Dixon:

Markets right to worry about euro zone

By Hugo Dixon
October 20, 2014

By Hugo Dixon

Hugo Dixon is Editor-at-Large, Reuters News. The opinions expressed are his own.

from Breakingviews:

Weaker euro won’t do much to stoke inflation

October 16, 2014

By Swaha Pattanaik

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

from Anatole Kaletsky:

Why markets ignore good news from U.S. to focus on bad news from Europe

By Anatole Kaletsky
October 16, 2014

A trader watches the screen at his terminal on the floor of the New York Stock Exchange in New York

What’s spooking the markets?

One thing we can say for sure is that it is not the slightly weaker-than-expected retail sales that triggered the mayhem on Wall Street on Wednesday morning. Most U.S. economic data have actually been quite strong in the month since Wall Street peaked on Sept. 19.

from Anatole Kaletsky:

An ‘atomic bomb’ is hovering over France’s economy

By Anatole Kaletsky
October 10, 2014

France's President Hollande and German Chancellor Merkel talk during a conference on jobs in Milan

An “atomic bomb” is about to blow up in “the confrontation between Paris and Brussels.”

from MacroScope:

Draghi tries to keep show on the road

By Mike Peacock
October 2, 2014

E

The European Central Bank has one of its two offsite policy meetings of the year, in Naples. After a glut of measures last time it’s inconceivable that further action will be taken now but there is plenty to ponder.

from MacroScope:

Euro falling but no impact on inflation yet

By Mike Peacock
September 30, 2014

Lithuanian 1 euro coins are pictured in the Lithuanian Mint in Vilnius

Euro zone inflation figures are due and after Germany’s rate held steady at 0.8 percent the figure for the currency bloc as a whole could marginally exceed forecasts and hold at 0.4 percent.

from Breakingviews:

Euro has further to fall

September 5, 2014

By Swaha Pattanaik

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