Sandy shows liquidity may be over-rated: James Saft

October 31, 2012

Oct 31 (Reuters) – Maybe liquidity isn’t all it’s cracked up
to be.

Is China making the consumption transition?: James Saft

October 30, 2012

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

By James Saft

(Reuters) – Consumption is increasingly driving China’s economy, perhaps marking the country’s much-needed transition to a more sustainable model.

Earnings and revenues can’t diverge forever: James Saft

October 25, 2012

By James Saft

(Reuters) – Corporate earnings and revenues can’t, as they are doing this earnings season, diverge forever.

Bernanke, the election and risk assets: James Saft

October 24, 2012

By James Saft

(Reuters) – Now we have the pre-election Federal Reserve meeting out of the way, we can go back to worrying about the real issue.

Living through de-globalization: James Saft

October 23, 2012

Oct 23 (Reuters) – What was that you were saying about
globalization being inexorable?

Black Monday and the Greenspan put: James Saft

October 19, 2012

By James Saft

(Reuters) – The big milestone this week is not the 25th anniversary of the Black Monday crash but falls a day later when we mark the far darker advent of the Greenspan put.

Helicopters’ faint whirring heard in UK: James Saft

October 17, 2012

Oct 17 (Reuters) – It is one thing when commentators burble
on about the possibility of outright central bank financing of
deficits, it is quite another when a viable candidate to lead
the Bank of England is reported to be thinking along these
lines.

EU deserves Nobel for literature: James Saft

October 16, 2012

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

By James Saft

(Reuters) – Rather than peace, or even, at a stretch, economics, perhaps the European Union should get a Nobel Prize in literature, as it is a work of imagination, creation, and, at least for a time, the suspension of disbelief.

Are small investors really that bad?

October 4, 2012

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

By James Saft

(Reuters) – It has always been a tenet of faith in markets that individual investors are the financial equivalent of shark chum, forever bamboozled by news flow and buying high and selling low.

The monetization game: James Saft

October 3, 2012

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

By James Saft

(Reuters) – The issue isn’t whether the Federal Reserve and European Central Bank are monetizing debt now, it is instead whether their actions make them more likely to later.