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.

QE and the portfolio puzzle: James Saft

May 16, 2013

May 16 (Reuters) – Quantitative easing may well be pushing
investors to hold more cash rather than risk assets, blunting
its impact as monetary policy.

The U.S. factory renaissance and your portfolio

May 15, 2013

May 15 (Reuters) – The possible coming rebirth of U.S.
manufacturing might turn out to be the most important investment
story of the next decade, up-ending the winners and losers of
the former world order.

Weak yen a boon for investors, not Japan: James Saft

May 14, 2013

By James Saft

(Reuters) – Buy Japanese stocks if you must but don’t expect Abenomics and the fall of the yen to revitalize Japan’s economy.

Mom-and-pop indicator implies headroom for stocks

May 8, 2013

NEW YORK (Reuters) – This is not your parents’ bull market.

In fact, your dad and mom very may well have abandoned the market entirely. That could be the single best indicator that stocks have room to run.

SAFT ON WEALTH: Mom-and-pop indicator implies headroom for stocks

May 8, 2013

NEW YORK, May 8 (Reuters) – This is not your parents’ bull
market.

In fact, your dad and mom very may well have abandoned the
market entirely. That could be the single best indicator that
stocks have room to run.

UK’s long wait – for Carney and recovery: James Saft

May 7, 2013

May 7 (Reuters) – Britain may well come to regret the
exceptionally long gap between Governor of the Bank of
England-to-be Mark Carney’s appointment in November and his
first day on the job in July.

Column: UK’s long wait – for Carney and recovery

May 7, 2013

By James Saft

(Reuters) – Britain may well come to regret the exceptionally long gap between Governor of the Bank of England-to-be Mark Carney’s appointment in November and his first day on the job in July.