The Great Debate

Roll losses swallow up commodity inflows

July 30, 2010

Total assets under management in commodity-tracking indices and exchange-traded products (ETPs) have stalled over the last nine months, as roll losses swallow up fresh money inflows.

California tilts towards cap and refund

February 16, 2010


kemp

– John Kemp is a Reuters columnist. The views expressed are his own —

Households face power-pricing revolution

December 3, 2009

John Kemp– John Kemp is a Reuters columnist. The views expressed are his own —

China can outgrow overcapacity, at least for now

December 2, 2009

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

Yukos returns to haunt Russia

December 1, 2009

wwwreuterscomyukos– Jason Bush is a Reuters columnist. The views expressed are his own —

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.

A rising tide of capital controls

November 19, 2009

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

Easy money in the United States, a falling dollar and growing flows of funds seeking better returns in emerging markets are touching off a new round of capital controls in hot emerging markets, a trend that could accelerate and will at the very least increase market volatility.

Can recovery and credit crunch coexist?

By J Saft
November 12, 2009

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

New studies from the Federal Reserve and European Central Bank show that, whatever else, a recovery in the economy is not being supported by a resumption in bank lending, raising concerns about how exactly growth will become self-sustaining when official stimulus ebbs.

A rally that is both rational and crazy

November 10, 2009

(Jjamessaft1ames Saft is a Reuters columnist. The opinions expressed are his own)

Stocks and other risky assets are rallying around the world this week because the Group of 20 nations said on the weekend they would keep the economic stimulus flowing, a state of events which illustrates where we are and what a very strange place it is.

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.