from MacroScope:

Brazil’s GDP outlook for 2015 gets slashed again. But is it low enough?

January 16, 2015

Brazil's Finance Minister Joaquim Levy, pictured through a red LED light of a camera, reacts during a news conference at Brazil's Central Bank in BrasiliaMarket forecasts for Brazil's economic growth this year have been falling steadily for months, reaching a meager 0.5 percent in Reuters latest quarterly poll published on Thursday. One year ago, a similar survey predicted growth of 2.5 percent in 2015.

from Anatole Kaletsky:

The takeaway from six years of economic troubles? Keynes was right.

By Anatole Kaletsky
October 31, 2014

Protesters clash with police during an anti-austerity rally in Athens

Now that the Federal Reserve has brought its program of quantitative easing to a successful conclusion, while the French and German governments have ended their shadow-boxing over European budget “rules,” macroeconomic policy all over the world is entering a period of unusual stability and predictability. Rightly or wrongly, the main advanced economies have reached a settled view on their economic policy choices and are very unlikely to change these in the year or two ahead, whether they succeed or fail. It therefore seems appropriate to consider what we can learn from all the policy experiments conducted around the world since the 2008 crisis.

from Breakingviews:

Don’t believe predictions of low interest rates

By Edward Hadas
July 9, 2014

By Edward Hadas

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

from MacroScope:

Don’t stop fighting inflation, banks tell Brazil policymakers

May 14, 2014

Brazil's Central Bank President Tombini reacts during a ceremony to announce Measures of Consumer Protection at the Planalto Palace in Brasilia

A small piece of good news on Brazil's inflation rate last week probably gave the central bank its best pretext yet to finally stop raising interest rates after more than one year of non-stop increases. But economists still think it's too early to proclaim "mission accomplished".

from Breakingviews:

Review: A crisis-like evaluation of “Stress Test”

By Breakingviews Columnists
May 12, 2014

By Breakingviews columnists
The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

from Counterparties:

Renters get owned

By Ben Walsh
December 19, 2013

Welcome to the Counterparties email. The sign-up page is here, it’s just a matter of checking a box if you’re already registered on the Reuters website. Send suggestions, story tips and complaints to Counterparties.Reuters@gmail.com.

from Breakingviews:

Lael Brainard isn’t the only Fed no-brainer

November 7, 2013

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

from Breakingviews:

France won’t meet its deficit target. No problem

November 6, 2013

By Pierre Briançon

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

from Breakingviews:

Dear Mr President: Dodges for the U.S. debt ceiling

October 10, 2013

By Swaha Pattanaik

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

from Breakingviews:

An Abenomics lesson on politics for Uncle Sam

October 2, 2013

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