from Breakingviews:

Sorry, this is as good as the global recovery gets

By Edward Hadas
December 16, 2014

graph.jpg
At the beginning of 2014, many people were optimistic about the world economy. For the fifth straight year, it had seemed safe to declare the lingering effects of the 2008 financial crisis over and done with. This time is different: 2015 is likely to begin in a merited atmosphere of gloom.

from Breakingviews:

China’s deposit guarantee is really the opposite

December 1, 2014

By John Foley

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

from Breakingviews:

China monetary policy enters difficult adolescence

November 24, 2014

By John Foley

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

from Breakingviews:

Draghi can only dream of moving like BOJ’s Kuroda

October 31, 2014

By Swaha Pattanaik

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

from Morning Bid with David Gaffen:

We come to praise QE, not to bury it

October 29, 2014

So, that’s it. Seven years and $4.4 trillion later, the U.S. Federal Reserve will exit quantitative easing, despite what a few Fedsters have said about the possibility of QE4. Let’s remember that third sequels rarely, if ever, are satisfying, they tend to meet with shrugs from audiences, and don’t often include the original cast of characters. "Alien Resurrection" ring a bell? That’s what QE4 would be. But I digress.

from Breakingviews:

China’s capital defences have sprung a major leak

October 23, 2014

By John Foley

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

from Breakingviews:

China’s capital defences have sprung a major leak

October 22, 2014

By John Foley

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

from Breakingviews:

Fragility is bigger worry than volatility for the markets

October 21, 2014

By Rob Cox

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

from Global Investing:

Strong dollar, weak oil and emerging markets growth

October 17, 2014

Many emerging economies have been banking on weaker currencies to revitalise economic growth.  Oil's 25 percent fall in dollar terms this year should also help. The problem however is the dollar's strength which is leading to a general tightening of monetary conditions worldwide, more so in countries where central banks are intervening to prevent their currencies from falling too much.

from Breakingviews:

Markets finally side with economy on bad news

By Edward Hadas
October 13, 2014

By Edward Hadas

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