Drawing a line between pricey markets and globalization: James Saft

June 26, 2014

June 26 (Reuters) – If global policy makers are wrong about
globalization, and they could be, we may be in for more low
growth, low rates and the high asset prices they support.

Likelihood and risk are not the same

June 25, 2014

June 25 (Reuters) – The GDP release is a salient reminder
that right now, the big risk for most investors is that the
consensus is too complacent.

The leveraged-up less well off and profits

June 4, 2014

June 4 (Reuters) – Americans are borrowing more, renting
more rather than owning, eating in restaurants more and saving
less, leading inevitably to questions of sustainability.

Can the low volatility bargain hold?

June 3, 2014

By James Saft

(Reuters) – It is this year’s bargain: central banks will remain easy, allowing asset prices to march higher despite all those pesky details about growth and inflation.

Can the low volatility bargain hold?: James Saft

June 3, 2014

June 3 (Reuters) – It is this year’s bargain: central banks
will remain easy, allowing asset prices to march higher despite
all those pesky details about growth and inflation.