from Breakingviews:

FX fines are wake-up call on self-policing

November 12, 2014

By Dominic Elliott 

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

from Breakingviews:

UBS’ legal pain is beginning to look manageable

October 28, 2014

By Dominic Elliott

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

from Breakingviews:

Russian central bank intervention is a dead end

October 8, 2014

By Pierre Briançon

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

from Counterparties:

MORNING BID — Breaking it down, Fed style

September 17, 2014

It's all over but the dissection of the Fed statement, due later today, which will follow with a Janet Yellen press conference after the U.S. markets get word of whether the Fed did or did not eliminate the "considerable time" bit from its statement that saw markets go into a tizzy all of Tuesday. At this point the market believes that phrase now may *not* be eliminated, which marks the second reversal in about a week on this point. No matter what, somebody is going to be caught leaning in the wrong direction, but if the latest intelligence is that the Fed's statement won't change materially until the October meeting, then the freshest bets are probably in the direction of those betting on that much. So if the statement does cut out that language or modifies it in any way, you could see a selloff in equities, the dollar and bonds.

from Breakingviews:

Sterling fall shows rational alarm over Scotland

By Edward Hadas
September 8, 2014

By Edward Hadas

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

from Breakingviews:

Euro has further to fall

September 5, 2014

By Swaha Pattanaik

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

from MacroScope:

Strong euro may be a monster Draghi can’t tame

May 13, 2014

Mario Draghi, President of the European Central Bank (ECB), addresses the media during his monthly news conference at the ECB headquarters in FrankfurtECB President Mario Draghi may have created a monster when he declared nearly two years ago that he will do “whatever it takes” to save the euro.

from Counterparties:

MORNING BID – Pitfalls and switchbacks

March 31, 2014

This week profiles as one that contains a bunch of potential minefields that could challenge the market's prevailing view on what's to happen with major market-moving events.

from Breakingviews:

Review: A world of reasons for the dollar to crash

March 21, 2014

By Martin Hutchinson

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

from Counterparties:

MORNING BID – Janet Yellen’s rain (snow) check

February 27, 2014

This is the thing about delaying the new Fed chair's follow-up testimony by two weeks due to bad weather, you actually make the second hearing something that's potentially interesting. (It will depend, of course, on whether members of the Senate Committee ask provocative questions, and while you can lead a horse to water, well, you know.)