Conflicts of interest make the markets go round

January 28, 2015

Jan 28 (Reuters) – Money managers, because they do their job
with an eye to their own bottom line, tend to drive over-valued
assets higher and undervalued ones lower.

ECB QE, small but imperfectly formed: James Saft

January 22, 2015

Jan 22 (Reuters) – QE, European Central Bank style, passed
the markets test but will have a harder time doing as well for
the euro zone economy or the currency union project.

Central banks are not your friends: James Saft

January 21, 2015

Jan 21 (Reuters) – Investors are feeling a rather unfamiliar
sentiment towards central banks: betrayed.

ECB QE set up for disappointment: James Saft

January 20, 2015

Jan 20 (Reuters) – Rarely has a major market event been as
expected as quantitative easing from the European Central bank;
rarer still has something been so likely to underwhelm.

SNB remains neutral, surrenders: James Saft

January 15, 2015

Jan 15 (Reuters) – The Swiss National Bank’s surrender to
markets argues that next week’s Greek election and European
Central Bank meeting will bring much danger and volatility.

Diversification, a bet on human ingenuity

January 14, 2015

Jan 14 (Reuters) – To diversify investments is to bet on,
rather than against, human ingenuity.

Kaisa an object lesson in the perils of China: James Saft

January 13, 2015

Jan 13 (Reuters) – The apparent default of leading property
developer Kaisa Group Holding Ltd shows clearly just how badly
global investors are at pricing China risks.

SNB faces test amid euro woes: James Saft

January 8, 2015

By James Saft

(Reuters) – The somewhat forlorn euro has a friend in the Swiss National Bank, an ally that is unlikely to be well pleased by having to play defender.

Liquidity, now discounted, to show its value

January 7, 2015

By James Saft

(Reuters) – You don’t miss liquidity until the markets turn bad, or so investors may find out in 2015.

Euro grips the edge of the diving board: James Saft

January 6, 2015

Jan 6 (Reuters) – With Greece in the ejection seat and the
European Central Bank facing a no-win decision on bond buying,
the euro’s fall is far from over.