from Anatole Kaletsky:

Why Britain’s days as a haven of political, economic stability are numbered

By Anatole Kaletsky
November 21, 2014

Flares are let off as police stand guard while pro-union protestors clash with pro-independence protestors during a demonstration at George Square in Glasgow

For the past five years, Britain has been a haven of political and economic stability amid the turbulence in Europe. No longer.

from Anatole Kaletsky:

Time for a ‘melt-up’: the coming global boom

By Anatole Kaletsky
November 14, 2014

European Central Bank Governor Mario Draghi speaks at a news conference during the World Bank/IMF annual meetings in Washington

Get ready for a “melt-up.”

Back in mid-October, as stock markets around the world plunged faster than at any time since 2011, many investors and economists feared a meltdown. But with the U.S. economy steadily expanding, monetary and fiscal policies becoming more stimulative in other parts of the world and the autumn season for financial crises now over, a melt-up seems far more likely.

from The Great Debate:

Time for a ‘melt-up’: The coming global boom

By Anatole Kaletsky
November 14, 2014

[CROSSPOST blog: 2545 post: 1523]

Original Post Text:

European Central Bank Governor Mario Draghi speaks at a news conference during the World Bank/IMF annual meetings in Washington

Get ready for a “melt-up.”

Back in mid-October, as stock markets around the world plunged faster than at any time since 2011, many investors and economists feared a meltdown. But with the U.S. economy steadily expanding, monetary and fiscal policies becoming more stimulative in other parts of the world and the autumn season for financial crises now over, a melt-up seems far more likely.

from Anatole Kaletsky:

Why political gridlock works for the U.S. economy, but not for Japan or EU

By Anatole Kaletsky
November 7, 2014

U.S. President Obama hosts a luncheon for bi-partisan Congressional leaders in the Old Family Dining Room at the White House in Washington

Is gridlocked government a betrayal of democracy? Or does it allow citizens to get on with their lives and businesses, unencumbered by meddlesome politicians?

from Hugo Dixon:

Cameron mustn’t say “quotas”

By Hugo Dixon
November 3, 2014

By Hugo Dixon

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

from Expert Zone:

If Europe gets into a debt crisis

October 29, 2014

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

from Breakingviews:

Fragility is bigger worry than volatility for the markets

October 21, 2014

By Rob Cox

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

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 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 Hugo Dixon:

UK faces unpalatable election choice

By Hugo Dixon
September 29, 2014

By Hugo Dixon

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