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:

Central banking elite under one roof

By Mike Peacock
November 7, 2014

U.S. Federal Reserve Chair Yellen speaks with European Central Bank President Draghi at the Jackson Hole Economic Policy Symposium in Jackson Hole

After European Central Bank chief Mario Draghi managed to mend fences and get his colleagues to sign up to his 1 trillion euros or so target to push into the ailing euro zone economy, Paris hosts its version of the Jackson Hole central bankers meeting.

from Breakingviews:

End of U.S. QE is actually good for world economy

November 4, 2014

By Ian Campbell

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

from Global Markets Forum Dashboard:

Aberdeen asset manager focuses on value amid market turmoil

October 29, 2014

Volatility has cooled for the moment, even as the U.S. Federal Reserve lifted its quantitative easing program on Wednesday, but Europe, China and Brazil are still concerns for financial markets, according to a veteran investment manager.

from Global Markets Forum Dashboard:

Sinking mortgage rates disguise investor fear – economist

October 27, 2014

A dip in 30-year mortgage rates to their lowest level in more than a year and stronger U.S. housing data on Friday appeared to be the green shoots of the next phase of U.S. economic recovery, that being the housing market.

from Global Markets Forum Dashboard:

GMF @HedgeWorld West, World Bank/IMF and Financial & Risk Summit Toronto 2014

October 3, 2014

(Updates with guest photos and new links).

Join our special coverage Oct. 6-10 in the Global Markets Forum as we hit the road, from the West Coast to Washington to the Great White North.

from Anatole Kaletsky:

Here’s what it will take to trigger the next stock market correction

By Anatole Kaletsky
August 21, 2014

Traders work on the floor of the New York Stock Exchange shortly after the market's opening in New York

As Wall Street hit another new record Thursday, it is worth considering what could cause a serious setback in stock market prices around the world. Since I started writing this column in 2012, I have repeatedly argued that the rebound in stock market prices from their nadir in the 2008-09 global financial crisis was turning into a structural bull market that could continue into the next decade.

from Anatole Kaletsky:

Can central bankers succeed in getting global economy back on track?

By Anatole Kaletsky
August 15, 2014

Stanley Fischer, the former chief of the Bank of Israel, testifies before the Senate Banking Committee confirmation hearing on his nomination in Washington

Why is the world economy still so weak and can anything more be done to accelerate growth? Six years after the near-collapse of the global financial system and more than five years into one of the strongest bull markets in history, the answer still baffles policymakers, investors and business leaders.

from The Great Debate:

Are too-big-to-fail banks being cut down to size?

By Charles R. Morris
August 7, 2014

Financial institution representatives are sworn in before testifying at the Financial Crisis Inquiry Commission hearing on Capitol Hill in Washington

The massive $16-billion mortgage fraud settlement agreement just reached by Bank of America and federal authorities -- only the latest in a string of such settlements -- makes it easy to lose sight of what good shape banks are in.

from Global Markets Forum Dashboard:

The money’s in the bank: What financial institutions are not telling investors

July 18, 2014

The largest Wall Street investment banks reported good earnings this week, many beating analysts’ expectations, but the devil remains in the details.