Everyone (only) complains about bubbles: James Saft

April 16, 2015

By James Saft

(Reuters) – Bubbles are a bit like the weather: everyone complains but no one does anything about them.

GE points way for ‘too big to fail’ peers

April 15, 2015

By James Saft

(Reuters) – If shedding its financing arm did wonders for General Electric’s stock price, maybe too-big-to-fail bank peers like Citibank and JP Morgan should consider similar moves.

One hundred years of Mexico and euro risk: James Saft

April 14, 2015

April 14 (Reuters) – One hundred years is a long time to be
a lender to Mexico, as those who remember the 1980s, a decade
during which it was mostly in default, will tell you.

A one-in-three-billion year bank CEO: James Saft

April 9, 2015

By James Saft

(Reuters) – Jamie Dimon wants credit for being smart but also wants you to believe he’s living in a banking universe populated with unicorns.

Living with low economic growth

April 8, 2015

NEW YORK (Reuters) – Investors worried about the International Monetary Fund’s prediction of an extended era of lousy economic growth should probably relax and take a deep breath.

U.S. data gets ropey, investors get Fed-happy: James Saft

April 7, 2015

April 7 (Reuters) – U.S. employment growth is slowing, the
economy may have, in a tough winter, been at stall speed, and
the financial markets like it.

The deflation monster under the bed: James Saft

April 2, 2015

By James Saft

(Reuters) – As with so many illnesses, focus only on deflation as a state and you will end up more likely to get it and to mis-treat it when it happens.

Careful how you front-run the Fed

April 1, 2015

April 1 (Reuters) – Investors see the Federal Reserve the
way bond desks tend to view small clients from the sticks: as
easy marks and reliable sources of profit.

Markets sleepwalk as British election looms: James Saft

March 31, 2015

March 31 (Reuters) – Wildly unpredictable and potentially
having a huge impact on future growth, Britain’s upcoming
general election is the kind of event financial markets should
hate.

Rate hikes to help pensions but cool valuations

March 19, 2015

By James Saft

(Reuters) – While pension funds will catch a break on their funding levels if interest rates rise, they also may suffer if valuations fall at the same time.