from Breakingviews:

Gold’s rally won’t outlast tectonic rate shift

December 11, 2014

By Ian Campbell

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

from Global Investing:

Strong dollar, weak oil and emerging markets growth

October 17, 2014

Many emerging economies have been banking on weaker currencies to revitalise economic growth.  Oil's 25 percent fall in dollar terms this year should also help. The problem however is the dollar's strength which is leading to a general tightening of monetary conditions worldwide, more so in countries where central banks are intervening to prevent their currencies from falling too much.

from Breakingviews:

CICC loses a princeling, gains investment appeal

October 15, 2014

By John Foley

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

from Breakingviews:

Markets finally side with economy on bad news

By Edward Hadas
October 13, 2014

By Edward Hadas

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

from Breakingviews:

Markets may flare again without Fed and ECB hoses

February 12, 2014

By Ian Campbell

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

from Breakingviews:

Markets give central bankers lessons in humility

By Edward Hadas
January 30, 2014

By Edward Hadas

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

from MacroScope:

Shock now clearly trumps transparency in central bank policymaking

January 29, 2014

The days of guided monetary policy, telegraphed by central banks and priced in by markets in advance, are probably coming to an end if recent decisions around the world are any guide.

from Breakingviews:

Markets could be their own worst enemy in fear binge

By Edward Hadas
January 27, 2014

By Edward Hadas

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

from MacroScope:

Auto-pilot QE and the Federal Reserve’s taper dilemma

November 26, 2013

 It wasn't supposed to be this way.

When the U.S. Federal Reserve launched its third round of quantitative easing, or QE3, it was hailed as an "open-ended" policy that would last as long as needed. Most important for investors, the pace of the bond buying - which started at a somewhat arbitrary $85 billion per month - would be "data dependent." Especially throughout the spring, officials stressed they were serious about adjusting the dial on QE3 depending on changes in the labor market and broader economy. But as the unemployment rate dropped to 7.3 percent last month from 8.1 percent when the program was launched in September, 2012, the bond-buying has effectively been on auto-pilot for 14 straight months.

from Global Investing:

Steroids, punch bowls and the music still playing: stocks dance into 2014

November 21, 2013

Four years into the stock market party fueled by a punch bowl overflowing with trillions of dollars of central bank liquidity, you'd think a hangover might be looming.