The Great Debate

Economy volatility a hurdle for stocks

March 23, 2010

Rather than inflation, it may turn out that economic volatility is the true test facing equities in the years to come.

Tightening underway, Fed a passenger

February 23, 2010

A tightening in financial conditions is under way but its principal architect won’t be the Federal Reserve.

Fed audit push gives impetus to gold rally

November 24, 2009

jamessaft1.jpg(James Saft is a Reuters columnist. The opinions expressed are his own)

Auditing the Federal Reserve may or may not be a good idea, but one thing seems pretty sure: just discussing it seriously will tend to drive the price of gold higher.

Look out for emerging markets inflation

November 5, 2009

jamessaft1.jpg(James Saft is a Reuters columnist. The opinions expressed are his own)

Emerging markets could be the first to suffer destabilizing inflation, courtesy of a strong economic rebound, a weak dollar and extremely loose monetary policy in the developed world.

The death of the “punchbowl” metaphor

By J Saft
October 29, 2009

jamessaft1.jpg (James Saft is a Reuters columnist. The opinions expressed are his own)

Don’t expect the year-long rally in risky assets to be undermined any time soon by the Federal Reserve becoming concerned about inflation.

from Rolfe Winkler:

The inflationary threat to stocks

October 20, 2009

Would inflation be good for stocks?

With the monetary and fiscal spigots open wide, some investors say equities are a good place to be. But David Einhorn of Greenlight Capital has warned that inflation could compress price-to-earnings multiples. A look back to history suggests his fears are warranted.

from Commentaries:

Who’s afraid of deflation?

August 24, 2009

christopher_swann1.jpgFor most policymakers, deflation is the stuff of nightmares -- scarier even than bank failures and stock market collapses. As the economy stumbled, deflation became Lords Voldemort and Sauron rolled into one.

Beware reflation

July 6, 2009

jeffrubin– Jeff Rubin is Chief Economist at CIBC World Markets. The views expressed are his own. –

China risks overcooking the economy

July 2, 2009

Wei Gu– Wei Gu is a Reuters columnist. The opinions expressed are her own –

Europe frets over crisis exit strategy

By Paul Taylor
June 29, 2009

Paul Taylor
– Paul Taylor is a Reuters columnist. The opinions expressed are his own –