from MacroScope:

Potholes could be dead ahead in the road soon after Fed rate hike

November 20, 2015

Patches on top of patches covering potholes litter a road in Sonoma County, California, May 9, 2013. Harrison, a local resident and attorney, is part of a grass-roots campaign to fix the crumbling roads of Sonoma County, which is struggling with the same type of government financial crisis that has driven California cities such as Stockton and San Bernardino into bankruptcy. Picture taken May 9, 2013.   REUTERS/Beck Diefenbach   (UNITED STATES - Tags: BUSINESS TRAVEL) - RTX1053C

The Federal Reserve's planned smooth and gradual rate hike path may be bumpier than anticipated if U.S. economic growth over the next several months and punishingly cold winter weather follow a well-established recent pattern.

from Breakingviews:

Cox: Drought, not just of ideas, challenges Africa

November 12, 2015

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

from MacroScope:

U.S. growth probably slowed sharply in Q3…and winter is coming

October 29, 2015

RTR4U8M1.jpgIt's probably a good thing the Federal Reserve concluded its latest policy meeting with a strong signal of its intentions, because GDP growth data expected later on Thursday are unlikely to cement rate hike views one way or another.

from MacroScope:

Another quarter of remarkably precise China GDP growth data

October 19, 2015

????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????China GDP releases are starting to look like near-perfect landings each and every time, in all kinds of weather conditions and visibility.

from Breakingviews:

Euro zone rediscovers sloppy fiscal policy

October 15, 2015

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

from MacroScope:

Murky data fuel doubt over where emerging markets really stand

October 2, 2015

European Economic and Financial Affairs Commissioner Moscovici and IMF Managing Director Lagarde speak as they wait for a group photo of the G20 Finance Ministers and Central Bank Governors in AnkaraIf emerging markets are to lead global economic performance one again as they did in recent years, an important foundation will be to convince as many people as possible that reported growth data are as accurate as they can possibly be.

from MacroScope:

Political uncertainty threatens to tap the brakes on Spain’s fledgling recovery

September 28, 2015

Once one of the hardest-hit economies in Europe from the global financial crisis, Spain's recent economic success sets a good precedent for the euro zone's potential for recovery. But political machinations on the horizon could put the progress it has made at risk.

from Breakingviews:

Edward Hadas: Migration unpicks globalisation myth

By Edward Hadas
September 23, 2015

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

from Expert Zone:

India Markets Weekahead: Mid-caps will be in action amid consolidation

By Ambareesh Baliga
September 20, 2015

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

A trader works underneath a television screen showing Federal Reserve Chair Janet Yellen announcing that the Federal Reserve will leave interest rates unchanged on the floor of the New York Stock Exchange in New York September 17, 2015.  REUTERS/Lucas Jackson  The U.S. Federal Reserve’s decision to hold rates came as a relief for Asian markets, especially in India where the Nifty ended the week at 7,982, or 2.5 percent higher. However, U.S. and European markets corrected sharply on Friday due to Fed chief Janet Yellen’s comments over China’s economic slowdown.

from MacroScope:

Many say it’s time for the ECB to ramp up QE. But how to make it work?

September 14, 2015

RTX1QWU5.jpgThat the European Central Bank will have to soon add to its massive stimulus programme is fast becoming the consensus view among economists, although how it will do that effectively is far from clear.