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.

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.