from Expert Zone:

India Weekahead: Markets firmly entrenched in pre-budget rally

By Ambareesh Baliga
February 15, 2015

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

from Morning Bid with David Gaffen:

The Fed and the damage done

January 28, 2015

The general sense from financial strategists and the commentators around them is to look at earnings reports like what was put out there from Caterpillar, Microsoft and a number of other big-name companies, see their disappointments (in part the result of the dollar’s strength, which seems to have surprised the hell out of a lot of people, judging by the Tuesday selloff) and wonder why the Fed might consider holding the line with its “coming soon!” approach to raising rates before long. Add to that all the recent moves by the various other worldwide central banks to lower rates – the Danes, the euro zone, the Canadians – and the Fed looks even more out on an island with the harder line that it is taking at this point.

from Expert Zone:

Markets Weekahead – Invest in sectors which will rebuild India

By Ambareesh Baliga
January 18, 2015

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

from Morning Bid with David Gaffen:

The once in a 100,000-years event

January 16, 2015

The surprise move Thursday from the Swiss National Bank has had the effect of confusing a lot of people about a lot of things: the SNB’s intentions, the timing, the ancillary effects and who the losers are.

from Morning Bid with David Gaffen:

It’s all technical (and options-related)

January 14, 2015

Sometimes, technicals and options can exploit and overwhelm investors even as the fundamentals get a little insane. Some of that happened on Tuesday and figures to remain in play through the end of the week, when we see options expire.

from Morning Bid with David Gaffen:

The madness of crowded trades

January 13, 2015

As we enter earnings season, there are some headwinds for various corners of the S&P 500, which itself still hovers just a few percentage points from an all-time high.

from Breakingviews:

A double-speak guide to modern markets

January 5, 2015

By John Foley and Rob Cox

The authors are Reuters Breakingviews columnists. The opinions expressed are their own. 

from Edward Hadas:

The oil price is just plain wrong

By Edward Hadas
January 5, 2015

The price sign outside Costco in Westminster, Colorado, shows gas selling for $1.81.9 for the first time in years

The oil price is still too high, often too low and much too volatile. In other words, this is a market that doesn’t work well for anyone.

from Expert Zone:

India in 2014: A dream run for markets

By Ambareesh Baliga
December 22, 2014

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

from Morning Bid with David Gaffen:

That escalated quickly

December 19, 2014

It's hard to determine whether the two-day run in the S&P 500 is a sign of an emerging "blow-off" top of the market, where a frenzied rally gives way to several months of weakness (lately, weakness has been measured in hours and minutes, rather than weeks or months), or if it's the sign of investors growing more comfortable with the notion that the Fed's exit from its zero-interest-rate policy that has lasted for several years isn't such a bad thing, and that the economy can handle it.