from MacroScope:

Does less QE from the Fed necessarily mean a stronger dollar?

August 16, 2013

Based on the latest U.S. Treasury flows data, it may be time to ditch the textbook theory that says less monetary stimulus means a stronger currency - at least for now.

from Breakingviews:

Why Japan’s corporate tax rate should remain high

August 15, 2013

By Andy Mukherjee

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

from MacroScope:

Japan’s ‘quadrillion’ feat

August 12, 2013

The age of the quadrillion is finally here.

After years of being stuck in millions, billions, trillions and other terms that usually come up short of twelve zeros, Japan has broken out, with its debt crossing the magical 15 zero barrier.

from Breakingviews:

Japan Index: A second setback for Abe’s experiment

August 8, 2013

By Andy Mukherjee

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

from Breakingviews:

Sony brush-off won’t end Dan Loeb campaign

August 6, 2013

By Peter Thal Larsen

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

from Breakingviews:

Gift coupons could sweeten Japan’s sales tax pill

July 30, 2013

By Andy Mukherjee

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

from Ian Bremmer:

The countries not letting a crisis go to waste

By Ian Bremmer
July 25, 2013

In 2008, before the financial crisis had even reached its nadir, Rahm Emanuel famously said: “You never want a serious crisis to go to waste.” Emanuel’s quote became the conventional wisdom for crisis management, even if the idea is age-old: John F. Kennedy Jr. famously pointed out that the Chinese word for “crisis” is composed of two characters, one for “danger” and one for “opportunity. 

from Breakingviews:

New-age trade clubs: A guide for the perplexed

July 24, 2013

By Andy Mukherjee

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

from Breakingviews:

Time for victorious Abe to roll up shirtsleeves

July 22, 2013

By Andy Mukherjee

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

from Breakingviews:

Dash from emerging to developed markets hits new risks

July 11, 2013

By Ian Campbell

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