Wherever you go, there you are

December 18, 2014

Dec 18 (Reuters) – Here is the thing about investing:
wherever you go, there you are.

Fed playing patience as inflation lags: James Saft

December 17, 2014

Dec 17 (Reuters) – Call it patience or any of the rest of
the seven virtues if you like, but the truth is that the Fed
can’t raise interest rates because inflation won’t play along.

After election, Abenomics to fail fair test: James Saft

December 16, 2014

By James Saft

(Reuters) – The salient fact in the Japan election wasn’t the big victory for Prime Minister Shinzo Abe or the record low voter turnout, but that it is all happening in a country with fewer and fewer people.

‘Grexit’ threat could complicate ECB quantitative easing: James Saft

December 12, 2014

By James Saft

(Reuters) – The return of the idea of a Greek euro exit, as boogeyman or genuine threat, comes at a particularly difficult time, dangerously complicating the already fraught advent of full-scale QE in the euro zone.

‘Grexit’ threat could complicate ECB QE: James Saft

December 11, 2014

Dec 11 (Reuters) – The return of the idea of a Greek euro
exit, as boogeyman or genuine threat, comes at a particularly
difficult time, dangerously complicating the already fraught
advent of full-scale QE in the euro zone.

Expensive, one-size-fits-all advice

December 10, 2014

Dec 10 (Reuters) – Financial advisors do not appear to be
carrying their weight.

The Fed put, 2015 interest rate rise edition: James Saft

December 9, 2014

By James Saft

(Reuters) – With better and better evidence emerging that the Federal Reserve ought to raise interest rates soon, its much debated, always denied role as guarantor of asset prices will be put to the test.

ECB moving half the distance to QE but never arriving: James Saft

December 4, 2014

Dec 4 (Reuters) – A liquidity trap and a realistic threat of
both recession and deflation: if the euro zone were any other
major economy, official buying of government bonds would have
started some time ago.

The value of (truly) active investment

December 3, 2014

Dec 3 (Reuters) – If you are going to go with active
management you perhaps ought to go all out.

The investing problem of abundance: James Saft

December 2, 2014

By James Saft

(Reuters) – It is the season of abundance, but sometimes abundance is the last thing financial markets need.