from Breakingviews:

Japan index: Trade gap, muted wages raise risks

February 11, 2014

By Andy Mukherjee

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

from MacroScope:

ECB deflation risk denial has echoes of 2009

January 31, 2014

Euro zone policymakers like to talk. They often contradict each other at separate speaking engagements on the same day. But they have struck a chorus in recent weeks, asserting that deflation is not a threat.

from MacroScope:

Shock now clearly trumps transparency in central bank policymaking

January 29, 2014

The days of guided monetary policy, telegraphed by central banks and priced in by markets in advance, are probably coming to an end if recent decisions around the world are any guide.

from MacroScope:

Davos Day Two — Rouhani, Lew and Lagarde

By Mike Peacock
January 23, 2014

Day one in Davos showed the masters of the universe fretting about Sino-Japanese military tensions, the treacherous investment territory in some emerging markets and the risk of a lurch to the right in Europe at May’s parliamentary elections which could make reform of the bloc even harder.

from MacroScope:

Iran and Japan in focus at Davos

By Mike Peacock
January 22, 2014

Lots of action in Switzerland today with the annual get-together of the great and good at Davos getting underway and Syrian peace talks commencing in Montreux.

from Breakingviews:

Japan index: Rising wages, prices add to optimism

January 14, 2014

By Andy Mukherjee

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

from Breakingviews:

Suntory lives up to motto with $16 bln Beam bid

January 13, 2014

By Rob Cox

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

from Anatole Kaletsky:

Five predictions for financial markets in 2014

By Anatole Kaletsky
January 2, 2014

Happy New Year! For the first time since 2008, we investors, economists and businesspeople say these words without irony. While last year was statistically disappointing, with global growth slowing slightly from 2012 and apparently belying the optimism expressed here last January, the verdict of financial markets and business sentiment has been much more consistent with my predictions. Despite the apparent slowdown, stock markets enjoyed their best performance since the 1990s, long-term interest rates soared and consumer confidence all over the world ended 2013 much higher than it started. This apparent paradox is easily explained: the statistical weakness of 2013 was due entirely to a very weak period last winter, connected with the U.S. presidential election and leadership transition in China. By the second quarter, growth had revived in the U.S. and China and accelerated strongly in Britain and Japan.

from The Great Debate:

China’s air defense zone: The shape of things to come?

By James Steinberg and Michael E. O'Hanlon
December 16, 2013

China’s announcement of an air defense identification zone (AIDZ) that covers substantial portions of the East China Sea has unleashed a storm of concern among China’s neighbors -- as well as in the United States.

from Breakingviews:

Japan index: Abenomics momentum masks weakness

December 11, 2013

By Andy Mukherjee

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