JP Morgan, margins and speculation: James Saft

January 16, 2013

By James Saft

(Reuters) – The risk controls may have changed but many of the preconditions for JP Morgan’s epic speculative loss remain – for all too-big-to-fail banks.

ECB saves euro, lets economy hang: James Saft

January 15, 2013

By James Saft

(Reuters) – Mario Draghi has saved the euro, for the time being, but seems less inclined to help the economies in which it is used.

Active management’s slow bleed

January 10, 2013

By James Saft

(Reuters) – Punished by another year of bad performance from active investment managers, there is some encouraging evidence that investors are finally wising up.

Earnings rest on shaky legs: James Saft

January 9, 2013

Jan 9 (Reuters) – There are two big-picture reasons to doubt
corporate earnings: they are improbably high and there are
significant reasons to think they are being gamed.

Basel’s golden ticket for bankers: James Saft

January 8, 2013

By James Saft

(Reuters) – Bankers may just have gotten another golden ticket.

The Basel Committee on Banking Supervision, a global group of central bankers and regulators, unveiled on Sunday newly diluted plans intended to make banks capable of withstanding the next crisis, giving banks more time to meet softer requirements and, critically, hugely loosening proposed rules over the kinds of assets banks will be encouraged to hold.

Shunning Japan gets riskier: James Saft

January 4, 2013

By James Saft

(Reuters) – After 23 years of being the smelly wet dog of global markets Japan may be at a turning point.

The speculator republic: James Saft

January 2, 2013

(James Saft is a Reuters columnist. The opinions expressed are his own.)

By James Saft

(Reuters) – Short term movements in the stock market don’t tell you much, and one of the main things they don’t tell you is how to make public policy.

COLUMN: UBS and too-big-to-punish – James Saft

December 26, 2012

Dec 26 (Reuters) – As well as too-big-to-fail it looks as if
we must think of our largest banks as too-big-to-punish as well.

UBS and too-big-to-punish: James Saft

December 26, 2012

By James Saft

(Reuters) – As well as too-big-to-fail it looks as if we must think of our largest banks as too-big-to-punish as well.

The 3 Ls of 2013: low growth, low returns, lower risk

December 21, 2012

Dec 20 (Reuters) – Look to 2013 to be the year of three
Ls: Low growth, low returns, and thankfully, lower risk.