from Breakingviews:

Turkey will pay high price for political stability

July 18, 2016

President Tayyip Erdogan is reasserting control with a vengeance. His crackdown after Turkey’s attempted military coup offers stability of sorts, which explains why domestic markets have pared some of their kneejerk losses. But it also engenders uncertainty, which investors loathe. Luring foreign money to the country will now be harder.

from Expert Zone:

India Markets Weekahead: Parliament holds the key

July 17, 2016

(Any opinions expressed here are those of the author and not of Thomson Reuters)

The Indian parliament building is pictured behind marigold flowers in New DelhiThe Nifty rallied past the psychological mark of 8,500 for the first time in 11 months to close at 8,541. Global markets were buoyed by better-than-expected U.S. jobs data and cheered the victory of Japan’s ruling coalition in the upper house election. PM Shinzo Abe is expected to unveil a fresh stimulus package to help the country’s stagnant economy.

from Breakingviews:

Believe bonds not stocks on Brexit damage

June 30, 2016

UK markets, like the Roman god Janus, have two faces. A week on from Britain’s vote to leave the European Union, equity markets present a view that things won’t be too much worse than the past. Falling government bond yields point to a bleaker future. The pessimistic thesis has more going for it.

from Breakingviews:

Brexit is trigger for market liquidity migraine

June 20, 2016

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

from Breakingviews:

UK turmoil shows up markets as amoral and impotent

June 17, 2016

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

from Expert Zone:

India Weekahead: Markets will look for global cues

June 5, 2016

(Any opinions expressed here are those of the author and not of Thomson Reuters)

A broker monitors share prices at a brokerage firm in Mumbai

Indian markets continued to consolidate and the Nifty ended the week 0.7 percent higher on the back of strong GDP growth numbers and above normal monsoon forecast. However, weak manufacturing and services data capped gains. Brent crude ended at $48 a barrel for the week while the rupee remained flat. FIIs were net buyers to the tune of $387 million.

from Morning Bid with David Gaffen:

Somebody Has to Save Our Skins

April 28, 2016

After myriad disappointments such as results from the likes of Apple, Intel and Alphabet and similarly dispiriting results from smaller companies like Twitter (which really doesn’t belong in this conversation, but here we are, darling), the stock market is now looking ahead for some kind of big win in earnings season to sort of set investors a bit less on edge.

from Morning Bid with David Gaffen:

Who’s Your Moses Now, See?

April 27, 2016

So, uh, that happened. Apple put together an earnings report that seemed to spell the official end of the iPhone as an unstoppable force, as time, well, time waits for no one. And so after nine years without a sales decline, one has finally happened, and it’s cast a pall over markets so far in the early going for futures. Just how much the market reacts will be instructive for how much Apple still means for the overall market.

from Morning Bid with David Gaffen:

Reaching a Permanent Plateau

April 20, 2016

It doesn't seem to make exact sense, but the market isn't far from a record and looks set to extend the bull market to make it the second-longest such bull run in history as the S&P 500 closes in on another all-time record. The market right now is grinding through lackluster global growth, expectations that the Fed is going to raise interest rates again before long, uncertain direction of oil prices, and right now a pretty ugly earnings period that has started off with some really uninspiring results from the banks and a handful of big tech companies.