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 Morning Bid with David Gaffen:

Now What?

September 18, 2015

The Fed has a lot of supporters among those who believe it wasn’t time to raise rates. Most primary dealers moved their expectations on a rate increase prior to the Fed meeting, the fed funds market was clearly signaling a very low chance of a rate increase, and plenty of commentators, domestic and international, expressed concern about the Fed moving rates at a time when it just wasn’t prudent to do so.

from Morning Bid with David Gaffen:

Fed Outlook: Bet on Chaos, and All Else a Toss-Up

September 17, 2015

With great power comes great responsibility, as a wise comic-book character once said. And so the Federal Reserve's decision this afternoon bears the weight of re-establishing credibility in its ability to shift policy in more than one direction, communicate to markets its thinking, and yet - if it raises rates - to soothe investors concerned that several more rate increases are in the offing. (The Fed has repeatedly said this isn't the case, but who knows how markets interpret things sometimes.)

from Morning Bid with David Gaffen:

Janet Kick a Hole In the Sky

July 29, 2015

The July meeting was never meant to be much of a thing with the Federal Reserve, and that’s exactly how it’s worked out. The Fed seems like it is still targeting a modest increase in rates in September, with – as many strategists have already noted – the real action to come later on down the road, as Janet Yellen and others have argued that the first move isn’t the one to really worry about.

from MacroScope:

U.S. Fed interest rate “crawl-off” not yet fixed for September

July 28, 2015

?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????A U.S. Federal Reserve interest rate hike in September is almost certain according to many forecasters and investors, but the decision to tighten policy for the first time in nearly a decade is not as clear-cut as it may appear.

from MacroScope:

Fed: behind the curve, or too trigger happy? Neither

July 15, 2015

?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????As the U.S. Federal Reserve edges closer to its first interest hike in nearly a decade, its critics are lining up into one of two camps: either the Fed is hopelessly behind the curve, and will have to grapple with runaway inflation very soon; or the Fed seems overzealous in wanting to get interest rates back to what it would call a normal level and instead should wait until late this year or next before hiking.

from Morning Bid with David Gaffen:

Binge-watching earnings and the Fed

July 15, 2015

The Federal Reserve is the early concern on the part of investors – Janet Yellen’s testimony is out in the morning when she appears before the combative House of Representatives, though her speech on Friday highlighting her concerns about ongoing slack in the labor market and the possibility that international issues may undermine the Fed’s plans fed the bearish case when it comes to rate increases.

from Morning Bid with David Gaffen:

What a Week!

July 10, 2015

The desire for the weekend would normally be among the motivating factors for hoping for a quiet day on Friday, particularly after the week the markets have endured - China continuing to melt down, Greece getting ready to go down the rabbit hole, the NYSE experiencing a three-hour halt as a result of a software update - if only the weekend didn't pose its own special danger. And before that, Janet Yellen stands in the way too, so the relief won't come for investors until that's done.

from MacroScope:

UK pay may be taking off but rates will stay grounded for a while yet

July 2, 2015

The Bank of England is seen through columns in LondonBritish wage growth will outstrip the Bank of England's forecast this year but that doesn't mean the first rate hike will come sooner.

from The Great Debate:

Will someone please put Fannie and Freddie out of their misery?

By Mark Zandi
May 7, 2015

Toll Brothers luxury homes are shown sold before construction is completed in Oceanside

Toll Brothers luxury homes are shown sold before construction is completed in Oceanside, California, August 20, 2013. REUTERS/Mike Blake