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:

Post-Lehman shadows creeping up on German economy again?

October 10, 2014

Germany's Minister of Finance Wolfgang Schauble speaks during a discussion during the World Bank/IMF annual meetings in Washington

The recent stretch of dire economic data from Germany is starting to bear an unfortunate resemblance to late 2008 – when Lehman Brothers collapsed and the world tipped into the worst recession since the Great Depression.

from MacroScope:

A first for British politics

By Mike Peacock
October 9, 2014

Nigel Farage, the leader of UKIP drinks a pint of beer in the Gardeners Arms pub in Heywood near Manchester

By this time tomorrow, the anti-EU United Kingdom Independence Party is likely to be celebrating its first member of the Westminster parliament. Polls have just opened in the deprived seaside town of Clacton where the sitting Conservative lawmaker switched to UKIP and called a vote.

from Counterparties:

MORNING BID – He’s an importer-exporter

September 11, 2014

The stock market has, over time, gotten somewhat more used to the idea that U.S. federal government activities add to market consternation and volatility, not reduce it. In the 1990s, there used to be a catchphrase that “gridlock was good for equities,” but that came during a long period of economic growth and on the back of policies that Wall Street generally supported – financial services reform, welfare reform, and not much else. That’s no longer the case. We’ve already seen the detrimental effects on the markets of the U.S. debt ceiling fiasco that led to the first-ever downgrade of the U.S. credit rating in 2010 and subsequent fights about the debt ceiling (though that has abated somewhat).

from MacroScope:

Britain’s export recovery looking a little more elusive

August 1, 2014

It looks like Britain might have to wait a while longer before its much-touted export recovery materialises.

from Breakingviews:

Review: An American-Chinese morality tale

By Edward Hadas
July 4, 2014

By Edward Hadas

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

from MacroScope:

Drop in German investor morale may have called the peak in growth

May 13, 2014

A BMW employee assembles a BMW motorcycle at the company's factory in BerlinEurope's growth engine may be on the verge of gearing down, according to an indicator of German investor morale that recorded its biggest drop in one and a half years on Tuesday.

from Global Investing:

Reforms changing the yin-yang of investing in China? – PODCAST

February 6, 2014

China's influence on emerging markets, let alone the global economy, cannot be understated. Great strides have been made to build the economy over the past 30 years, but not without its casualties. In a conversation with Michelle Gibley, director of international research at Charles Schwab, I asked her about a new research paper she's published on why, amid the angst and doubt on emerging markets, she has shifted her views. She's turned positive on Chinese large-cap stocks and says the China of the past was running out of gas.

from Expert Zone:

How much will U.S. recovery help India?

January 10, 2014

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

After a prolonged slowdown, the U.S. economy is finally showing signs of recovery though much of it comes from investment in inventories and may not be sustained at the present high rate.

from The Great Debate:

Obama: Building trade to build growth

By Edward Alden
December 5, 2013

The Obama administration has quietly embraced the most ambitious agenda on trade and investment liberalization in the past two decades.