from Global Markets Forum Dashboard:

Aberdeen asset manager focuses on value amid market turmoil

October 29, 2014

Volatility has cooled for the moment, even as the U.S. Federal Reserve lifted its quantitative easing program on Wednesday, but Europe, China and Brazil are still concerns for financial markets, according to a veteran investment manager.

from Global Markets Forum Dashboard:

More volatility expected as Fed rate rise looms – Cumberland Advisors’ David Kotok

October 1, 2014

David Kotok, Cumberland Advisors

David Kotok, Cumberland Advisors

A healthy dose of fear has re-entered financial markets in the final three months of the year. The Chicago Board Options Exchange VIX, a widely tracked measure of market volatility, rose to a two-month high on Wednesday.

from Global Markets Forum Dashboard:

A very German problem for the ECB

By Spriha Srivastava
August 6, 2014

The clock is ticking down to the European Central Bank’s policy meeting tomorrow and markets are waiting to see what the bank’s president, Mario Draghi, will say about the state of the regional economy, especially since euro zone inflation fell in July to its lowest level since the height of the financial crisis five years ago.

from Data Dive:

Eurozone unemployment is still stagnant

July 2, 2014

Eurozone employment is stuck in a bad place. Numbers out yesterday show the unemployment rate hovering at 11.6 percent for a second consecutive month. While at least it isn’t rising, the rate needs to drop a lot further for Europe to truly get back on track from the 2008 financial crisis. Nineteen million people remain out of work across the eurozone, Reuters reports, and the unemployment rates in Spain and Greece both remain above 25 percent.

from Expert Zone:

Currencies and the collapse of globalisation

By Paul Donovan
June 17, 2014

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

We live in stirring times. The president of the European Central Bank, Mario Draghi, crossed the monetary policy Rubicon and cut one of the euro area’s key interest rates into negative territory. This is dramatic stuff, as even the most economically oblivious are likely to recognise that negative interest rates are a radical policy.A picture illustration of Euro banknotes and coins taken in central Bosnian town of Zenica

from Nicholas Wapshott:

The EU-U.S. love-hate relationship

By Nicholas Wapshott
April 11, 2014

The elaborate gavotte between the American and European economies continues.

While the Federal Reserve has begun to wind down its controversial quantitative easing (QE) program, the European Central Bank (ECB) the federal reserve of the eurozone, has announced it is considering a QE program of its own.

from John Lloyd:

The inconvenient voters of Europe

By John Lloyd
November 19, 2013

Sixty years ago, pondering the question of an unruly populace, the German playwright Bertolt Brecht mused, “Would it not be easier / In that case, for the government / To dissolve the people / And elect another?”

from Nicholas Wapshott:

No, austerity did not work

By Nicholas Wapshott
November 7, 2013

There have been a lot of sighs of relief in Europe lately, where countries like Britain and Spain, long in recession, have finally started to grow. Not by much, nor for long. But such is the political imperative to suggest that all the misery of fiscally tight economic policies was worth the pain that there are tentative claims the worst is now over and, ipso facto, austerity worked.

from MacroScope:

Beware the bias in euro zone forecasts (again)

October 29, 2013

Next time you ask an economist a question about the euro zone, be sure to enquire where their head office is based.

from MacroScope:

Austerity fatigue – the financial world’s latest fad phrase

July 19, 2013

From the U.S., we've had lots of talk of tapering. In Europe, the latest fad phrase in the financial world is “austerity fatigue”.