from Morning Bid with David Gaffen:

The Frowning of a Lifetime

September 16, 2015

With corrective action that has been seen in the last several months (and yes, this correction should accurately be dated to May), it’s good to try to start somewhere when it comes to optimism. Jason Goepfert of points out that total pink sheet activity as a percentage of the Nasdaq volume has dropped to levels not seen since the aftermath of the dot-com blowup.

from Morning Bid with David Gaffen:

The Putin death cross

December 12, 2014

What do we call the moment when the  Russian ruble and a barrel of West Texas crude intersect? How about the Putin death cross? (Credit to Reuters Americas markets editor Dan Burns on this one).

from Counterparties:

MORNING BID – What’s all the Yellen about?

July 15, 2014

Rants from TV commentators aside, the market’s going to be keenly focused on Janet Yellen’s congressional testimony today, with a specific eye toward whether the Fed chair moderates her concerns about joblessness, under-employment and the overall dynamism of the labor force that has been left somewhat wanting in this recovery. The June jobs report, where payrolls grew by 288,000, was welcome news even as the economy continues to suffer due to low labor-force participation and weak wage growth.

from Counterparties:

MORNING BID – Speculating on a Hypothesis

June 23, 2014

A few thoughts as the market heads into a relatively quiet week featuring mostly Federal Reserve speakers and a few other random events that aren't likely to knock the market to its knees:

from Breakingviews:

Settling is hard to refuse in EU rates probes

November 7, 2013

By George Hay

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

from MacroScope:

The limits of Federal Reserve forward guidance on interest rates

November 4, 2013

The ‘taper tantrum’ of May and June, as the mid-year spike in interest rates became known, appears to have humbled Federal Reserve officials into having a second look at their convictions about the power of forward guidance on interest rate policy.

from MacroScope:

Recalculating: Central bank roadmaps leave markets lost

August 8, 2013

Central banks in Europe have followed in the Federal Reserve’s footsteps by adopting “forward guidance” in a break with traditionBut, as in the Fed’s case, the increased transparency seems to have only made investors more confused.

from Breakingviews:

China’s PBOC serves reformists an amuse-bouche

July 22, 2013

By John Foley

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

from Breakingviews:

Next economic “It girl” is about to be discovered

March 21, 2013

By Agnes T. Crane
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Money on the markets:

Subbarao goes against his panel, again

November 22, 2012

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