from Breakingviews:

Managerial competence makes the difference in 2016

By Rob Cox
January 5, 2016

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

from Breakingviews:

Review: A virtuous defence of finance

July 17, 2015

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

from Breakingviews:

Capital crisis making Italy SpA stronger

By Rob Cox
July 10, 2014

By Rob Cox

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

from Counterparties:

MORNING BID – Two to Tango

June 25, 2014

Wednesday's version of reading tea leaves involves Argentina's economy minister Axel Kicillof, who will be in New York to speak to the United Nations about Argentina's debt situation. In case the U.N. missed it, Argentina defaulted a while back - 12 years ago - and they've been fighting with a group of investors on paying some of their debt since. Which is a roundabout way of saying Kicillof may not just be in New York to talk to the U.N., not when NML, Aurelius and the other holders are all also in New York too, and the judge in question, and any special envoy he introduces to try to wring some kind of compromise out of this situation. There's a big coupon payment due June 30, and the country has been prohibited from doing so unless it pays the holdouts, which it has pledged not to do, giving it a 30-day grace period before being declared in default.

from Breakingviews:

Triple financial mystery remains unsolved

June 17, 2014

By Edward Hadas

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

from Breakingviews:

Hurrah for low volatility, a sign of saner markets

June 10, 2014

By Edward Hadas

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

from Counterparties:

MORNING BID: The deepening EM selloff

January 24, 2014

The contagion is building. Major world markets are taking it on the chin, U.S. stocks have slumped, and major asset managers in Europe are seeing shares fall, with some citing corporate exposure to emerging markets in general and Spanish exposure to Latin America in particular.

from MacroScope:

Time to taper the taper talk?

August 20, 2013

It's been three months since the Federal Reserve first hinted that it's going to have to ease off on its extraordinary monetary stimulus, but financial markets are still not settled on the matter.

from Global Investing:

Weekly Radar: Draghi returns to London

May 16, 2013

ECB chief Mario Draghi returns to London next week almost 10 months on from his seminal “whatever it takes” speech to the global financial community in The City  – a speech that not only drew a line under the euro financial crisis by flagging the ECB’s sovereign debt backstop OMT but one that framed the determination of the G4 central banks at large to reflate their economies via extraordinary monetary easing. Since then we’ve seen the Fed effectively commit to buying an addition trillion dollars of bonds this year to get the U.S. jobless rate down toward 6.5%, followed by the ‘shock-and-awe’ tactics of the new Japanese government and Bank of Japan to end decades.

from Global Investing:

Weekly Radar: Watch the thought bubbles…

May 9, 2013

Far from the rules of the dusty old investment almanac, it’s up, up and away in May after all. And judging by the latest batch of economic data, markets may well have had good reason to look beyond the global economic ‘soft patch’ – with US employment, Chinese trade and even German and British industry data all coming in with positive surprises since last Friday. Is QE gaining traction at last?