Bonds on sale but still too dear

June 12, 2013

June 12 (Reuters) – Sometimes, as with Treasury bonds right
now, a better deal just isn’t good enough.

Halfway to an emerging bear market: James Saft

June 11, 2013

By James Saft

(Reuters) – Already halfway to a bear market, emerging market stocks face slumping commodities prices and what looks very much like a global trade slowdown.

As U.S. retools, commods, emerging markets lose: James Saft

June 6, 2013

By James Saft

(Reuters) – The rebirth of U.S. manufacturing may be the key which unlocks the puzzle of the divergence of commodity prices from equity markets.

The Abenomics effect deflates

June 5, 2013

June 5 (Reuters) – The Abenomics attempt to revive Japan is
already flagging, a development which will hurt equities
worldwide.

Economic tapering shackles Fed: James Saft

June 4, 2013

By James Saft

(Reuters) – The main thing tapering these days seems to be the global economy, punching a hole in expectations that the Federal Reserve will soon start to scale back its bond purchases.

Column: Revenge of the markets – James Saft

May 23, 2013

By James Saft

(Reuters) – For months, markets have been dancing to central bankers’ tune, but that may now be changing.

COLUMN: Revenge of the markets: James Saft

May 23, 2013

May 23 (Reuters) – For months, markets have been dancing to
central bankers’ tune, but that may now be changing.

Japan rates may torpedo recovery

May 22, 2013

By James Saft

(Reuters) – Spiking interest rates in Japan threaten to undermine, and possibly end, the recovery being engendered by Abenomics.

Bernanke’s dangerous optimism: James Saft

May 21, 2013

May 21 (Reuters) – Federal Reserve Chairman Ben Bernanke is
an optimist about economic growth in the coming decades,
rejecting “depressing” views about a slowdown to put his faith
in collaborative innovation driven by a jackpot culture for
inventors.

Column: QE and the portfolio puzzle – James Saft

May 16, 2013

By James Saft

(Reuters) – Quantitative easing may well be pushing investors to hold more cash rather than risk assets, blunting its impact as monetary policy.