from Breakingviews:

Swiss give positive lesson in negative rate policy

By Edward Hadas
December 18, 2014

By Edward Hadas

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

from Morning Bid with David Gaffen:

Just the two of us

December 18, 2014

There was quite a bit of back-and-forth in the markets and among commentators over the Federal Reserve's alteration of its statement following Wednesday's meeting.

from MacroScope:

Russian currency crisis

By Mike Peacock
December 16, 2014

Russia's Central Bank Governor Nabiullina applauds during the VTB Capital "Russia Calling!" Investment Forum in Moscow

After the central bank dramatically raised interest rates by 6.5 percentage points to 17 percent overnight, Russia has given up any pretence that it is not in the grip of a currency crisis.

from MacroScope:

ECB numbers game

By Mike Peacock
December 11, 2014

E

European Central Bank President Mario Draghi pushed the envelope as far as he could last week, saying a review early next year would decide whether money-printing to buy government bonds was needed. He said he didn’t need unanimity within the ECB to force it through.

from Global Markets Forum Dashboard:

Sell, baby, sell: Sinking oil prices among global headwinds into 2015: Canadian fund manager, US economist

December 10, 2014

The rout in oil will have wider reaching consequences yet.

The Organization of Petroleum Exporting Countries’ decision not to cut production amid slowing demand coupled with large increases in U.S. oil output has skimmed some $40 off a barrel of oil inside of five months.

from MacroScope:

More Brits than ever have no idea where rates are going

December 5, 2014

Bank of England Governor Carney listens during the bank's quarterly inflation report news conference at the Bank of England in London

So much for forward guidance. More Britons have no idea where interest rates are heading than since records began 15 years ago, according to the latest Bank of England/GfK NOP survey.

from Global Markets Forum Dashboard:

Equity bull market ongoing as Fed interest rate raise “years away” – Cumberland’s Kotok

December 3, 2014

The Dow Jones Industrial Average hit a record high for the third straight day this week. The S&P 500, since breaking the 2,000 level on Oct. 31 has since remained above that level.

from Breakingviews:

India may boast world’s steepest rate cuts in 2015

December 2, 2014

By Andy Mukherjee

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

from MacroScope:

Euro zone litmus tests

By Mike Peacock
November 27, 2014

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Two vital gauges of euro zone progress, or lack of it, today.

German inflation for November is forecast to slip to 0.6 percent and will cue up the euro zone figure on Friday, which is predicted to come in at just 0.3 percent. Spanish inflation, due earlier, is forecast to come in at -0.3 percent.

from MacroScope:

Housing markets in U.S., UK, Canada set to cool even if rates stay low for longer

November 25, 2014

AEven as the expected date for an eventual interest rate rise in the U.S., Britain and Canada keeps getting pushed further into the future, the outlook for residential housing markets in these countries is also starting to cool.