Bernanke drops a D-bomb

July 17, 2013

By James Saft

(Reuters) – Ben Bernanke dropped a D-bomb on Congress on Wednesday.

And no, though much of his testimony arguably depicted lawmakers as dumb, ‘D’ in this context stands for deflation.

Watch profits and yields, not jobs: James Saft

July 16, 2013

July 16 (Reuters) – The Federal Reserve is watching job
creation, but investors will be better off keeping a wary eye on
profits and bond yields.

Column: Watch profits and yields, not jobs – James Saft

July 16, 2013

By James Saft

(Reuters) – The Federal Reserve is watching job creation, but investors will be better off keeping a wary eye on profits and bond yields.

Ignore the bad news on emerging markets

July 10, 2013

By James Saft

(Reuters) – Truth is, emerging markets haven’t just been bad but are likely to get worse, especially in comparison to developed markets.

Reckless bankers, or just stupid and idle?: James Saft

July 9, 2013

By James Saft

(Reuters) – As Supreme Court Justice Potter Stewart once said of pornography, we may not be able to fully define the proposed new British offense of “reckless banking” but I suppose we will know it when we see it.

Column: Market turmoil could re-ignite euro zone risk – James Saft

June 13, 2013

By James Saft

(Reuters) – Right about now might be a good time to start worrying again about European peripheral debt.

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.