from Breakingviews:

Fed stress-tests idea of negative interest rates

February 2, 2016

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

from Expert Zone:

India Markets Weekahead: Poised for a rally

By Ambareesh Baliga
January 31, 2016

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

sensex1.jpgA sharp recovery towards the end of the week helped the Nifty gain nearly 2 percent to close above 7,550. Positions were lighter after derivatives expiry and the markets seemed to be looking at the bright side after a steep correction despite lacklustre corporate results and a weakening rupee. FIIs continued their selling spree with net selling of $171.5 million.

from MacroScope:

Reserve Bank of India may cut rates even more than expected this year

January 20, 2016

Reserve Bank of India (RBI) Governor Raghuram Rajan attends a news conference in Mumbai, India, December 1, 2015. REUTERS/Shailesh Andrade - RTX1WLY7

The Reserve Bank of India is widely expected to cut interest rates just once in 2016, as most analysts see retail inflation rising slightly above the central bank's target, but there is a decent chance it could cut more aggressively, as it did last year.

from Breakingviews:

Giants of central banking will be cut down to size

December 30, 2015

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

from MacroScope:

Fed’s Williams preps new Tee-shirt after rate hike

December 18, 2015

San Francisco Federal Reserve President John Williams earlier this year got so sick of answering reporters’ questions about when the U.S. central bank would raise rates that he had his son design a Tee-shirt that he could just give out.

from Morning Bid with David Gaffen:

What to expect when the Fed is expecting

December 15, 2015

Barring an alien landing (and even then, they would have to be very dovishly positioned aliens), the Federal Reserve will raise interest rates on Wednesday for the first time in more than nine years.

from Morning Bid with David Gaffen:

A Little Nervous

December 10, 2015

With a week to go before the Federal Reserve meeting, markets are showing some signs of jitters. While most people would say that the Fed's rate hike is priced in, the activity in the markets shows that in a week with scant news, it doesn't take much to push things around and for people to show that they are worried about which direction things are going.

from MacroScope:

Potholes could be dead ahead in the road soon after Fed rate hike

November 20, 2015

Patches on top of patches covering potholes litter a road in Sonoma County, California, May 9, 2013. Harrison, a local resident and attorney, is part of a grass-roots campaign to fix the crumbling roads of Sonoma County, which is struggling with the same type of government financial crisis that has driven California cities such as Stockton and San Bernardino into bankruptcy. Picture taken May 9, 2013.   REUTERS/Beck Diefenbach   (UNITED STATES - Tags: BUSINESS TRAVEL) - RTX1053C

The Federal Reserve's planned smooth and gradual rate hike path may be bumpier than anticipated if U.S. economic growth over the next several months and punishingly cold winter weather follow a well-established recent pattern.

from Breakingviews:

Investors get too comfy over US-euro divergence

November 19, 2015

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

from MacroScope:

With such similar inflation, how far behind the Fed can the BoE be?

November 18, 2015

RTR4OY3Z.jpgNot long ago, the big debate was over who would raise rates first, the U.S. Federal Reserve or the Bank of England. Now with the Fed giving clear signals it's on the brink of hiking and the BoE appearing to be pushing that day further off into the future, one could naturally conclude that the inflation outlook in both economies is vastly different.