from Expert Zone:

India Markets Weekahead: Ride the bull … for now

By Ambareesh Baliga
November 23, 2014

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

from MacroScope:

EU uneasy about Hungary’s closeness to Russia

By Mike Peacock
November 19, 2014

Hungary's PM Orban arrives at an EU leaders summit in Brussels

After Germany's foreign minister saw "no reason for optimism" after talks in Moscow on Tuesday, today Hungary’s Peter Szijjarto meets Russian Foreign Minister Sergei Lavrov. Violence is on the rise again in eastern Ukraine and tougher sanctions against Russia remain a live possibility although EU foreign ministers limited themselves to targeting a few more Ukrainian separatists earlier this week.

from MacroScope:

Will Germany’s Q4 get any better?

By Mike Peacock
November 18, 2014

Traders are pictured at their desks in front of the DAX board at the Frankfurt stock exchange

Germany’s ZEW index will give an indication of whether the fourth quarter will be any better for Europe’s largest economy after it barely escaped recession in Q3. In October, the index dropped to its lowest level in nearly two years.

from MacroScope:

Doves taking flight on when BoE to hike

November 17, 2014

A turtledove flies on the beach front in Nice

Doubts over just how soon the Bank of England can raise interest rates have been growing in recent weeks as Britain's recovery looks in danger, inflation remains stubbornly low and concerns about the euro zone intensify.

from Expert Zone:

The future of inflation

November 13, 2014

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

from Global Markets Forum Dashboard:

Fed should take “Goldilocks” jobs report with grain of salt; wage growth still main story – Rivkin

November 7, 2014

Friday's jobs report was something that the market could take in stride and the U.S. Federal Reserve could breeze over in its interest rate policy plotting. Even as the unemployment rate sank to a six-year low, wage growth remains stagnant. Wage growth has to become more robust and consistent before the Fed embarks on raising interest rates, most analysts agree.

from MacroScope:

Fed heads one way, BoJ the other. What now for ECB?

By Mike Peacock
November 3, 2014

RTR3OB5X.jpg

After the Federal Reserve wound up its bond-buying programme, as expected, and the Bank of Japan sprung a surprise by sharply increasing the pace of its money-printing, this week the European Central Bank takes its monthly bow and will probably come up with nothing new.

from Breakingviews:

Cheap oil is no tonic for sluggish Asian economies

October 17, 2014

By Andy Mukherjee

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

from Breakingviews:

Weaker euro won’t do much to stoke inflation

October 16, 2014

By Swaha Pattanaik

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

from Expert Zone:

Targeting inflation at 4 percent

October 13, 2014

Finance Minister Arun Jaitley seems to have finally taken the responsibility of targeting inflation as it is a sensitive political issue and could not be left to the discretion of the Reserve Bank of India (RBI). With CPI as the anchor, the target will be 4 percent measured annually (+/-2 percent).