from Global Markets Forum Dashboard:

Hedge fund pool shrinks as assets grow, clients still bet on alpha – Steinbrugge

December 11, 2014

The hedge fund industry is on track to finish out the year both with record assets and a huge chunk of fund closures. Of the 240 funds launched in the third quarter 200 were liquidated, according to data from Hedge Fund Research. Year-to-date through September's end, there were 814 launches and 661 liquidations, HFR data showed.

from Global Markets Forum Dashboard:

Sell, baby, sell: Sinking oil prices among global headwinds into 2015: Canadian fund manager, US economist

December 10, 2014

The rout in oil will have wider reaching consequences yet.

The Organization of Petroleum Exporting Countries’ decision not to cut production amid slowing demand coupled with large increases in U.S. oil output has skimmed some $40 off a barrel of oil inside of five months.

from Expert Zone:

India’s growth outlook keeps getting better

By Nimesh Shah
December 8, 2014

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

from Global Markets Forum Dashboard:

Equity bull market ongoing as Fed interest rate raise “years away” – Cumberland’s Kotok

December 3, 2014

The Dow Jones Industrial Average hit a record high for the third straight day this week. The S&P 500, since breaking the 2,000 level on Oct. 31 has since remained above that level.

from Anatole Kaletsky:

Time for a ‘melt-up’: the coming global boom

By Anatole Kaletsky
November 14, 2014

European Central Bank Governor Mario Draghi speaks at a news conference during the World Bank/IMF annual meetings in Washington

Get ready for a “melt-up.”

Back in mid-October, as stock markets around the world plunged faster than at any time since 2011, many investors and economists feared a meltdown. But with the U.S. economy steadily expanding, monetary and fiscal policies becoming more stimulative in other parts of the world and the autumn season for financial crises now over, a melt-up seems far more likely.

from The Great Debate:

Time for a ‘melt-up’: The coming global boom

By Anatole Kaletsky
November 14, 2014

[CROSSPOST blog: 2545 post: 1523]

Original Post Text:

European Central Bank Governor Mario Draghi speaks at a news conference during the World Bank/IMF annual meetings in Washington

Get ready for a “melt-up.”

Back in mid-October, as stock markets around the world plunged faster than at any time since 2011, many investors and economists feared a meltdown. But with the U.S. economy steadily expanding, monetary and fiscal policies becoming more stimulative in other parts of the world and the autumn season for financial crises now over, a melt-up seems far more likely.

from Anatole Kaletsky:

Why markets ignore good news from U.S. to focus on bad news from Europe

By Anatole Kaletsky
October 16, 2014

A trader watches the screen at his terminal on the floor of the New York Stock Exchange in New York

What’s spooking the markets?

One thing we can say for sure is that it is not the slightly weaker-than-expected retail sales that triggered the mayhem on Wall Street on Wednesday morning. Most U.S. economic data have actually been quite strong in the month since Wall Street peaked on Sept. 19.

from Global Markets Forum Dashboard:

Activist investors don’t wait for red to sell

October 15, 2014

Stocks bleeding red are generally a good play for a short seller, who is betting on falling values. Yet activist investors do not wait for rattled markets the likes of which befell markets on Wednesday to sell short a particular company’s stock. Embedded in their sales pitch are well-crafted theories that attempt to challenge Wall Street’s sell-side mentality and, with that, reap a potential cash windfall.

from Breakingviews:

Rampant market fear clarifies global divide

October 15, 2014

By Richard Beales

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

from Breakingviews:

S&P 500 at 2,000 invites “new normal” thinking

August 26, 2014

By Martin Hutchinson

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