from MacroScope:

Second Fed rate hike delay this year slowly getting more official

August 27, 2015

RTX1GYLG.jpgFinancial markets have all but shut the door to a Federal Reserve rate hike in September, following a rout in stocks, currencies and commodities this past week, but economy watchers are only now warming up to the idea -- in public at least.

from Breakingviews:

Investors struggle to find true safe havens

August 26, 2015

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

from Breakingviews:

China’s ailing stocks are now contagious

August 24, 2015

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

from Expert Zone:

Markets Weekahead: Short on cues, high on sentiment

By Ambareesh Baliga
August 16, 2015

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

The Nifty closed the week slightly lower at 8,518 but markets were volatile and threatened to break 8,350 levels before a spirited rally. Hopes of a rate cut by the Reserve Bank of India (RBI) ahead of its September monetary policy review and chances of a special parliament session for the Goods and Services Tax (GST) bill turned sentiment positive even as global cues remained weak.

from Expert Zone:

India Markets Weekahead: Parliament session holds the key

By Ambareesh Baliga
July 26, 2015

The Indian parliament building is pictured behind marigold flowers in New Delhi (Any opinions expressed here are those of the author and not of Thomson Reuters)

from Expert Zone:

India Markets Weekahead: Better safe than sorry

By Ambareesh Baliga
July 19, 2015

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

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 Morning Bid with David Gaffen:

Dispelling Some Myths About the Greek Situation

June 30, 2015

We’re at the point now where most bets are off the table, or the ones that at least were on the table before the Greeks and the rest of Europe saw fit to walk away from one another are feeling some pain. It’s worth looking at a few of the myths that got us to this point, particularly as, in an age of Greenspan Puts, the Bernanke Helicopter, Mario-Whatever-It-Takes, and Abenomics, the prevailing expectation for investors was that things just somehow get worked out.

from Morning Bid with David Gaffen:

It’s All Greek to Us

June 29, 2015

Today looks set to be one of those days when the fictional (The Princess Bride) character Inigo Montoya’s directive: “Let me explain. No, there is too much. Let me sum up” would prove valuable.

from Morning Bid with David Gaffen:

Off the rails on a crazy train

June 19, 2015

Matters continue to worsen in Greece, and the markets are becoming more sensitive to each sundry rumor about a deal, a lack of a deal, progress or no progress.