Keep your eye on wage pressures -James Saft

April 30, 2015

April 30 (Reuters) – Sure, much U.S. economic data has been
weak, and sure, we may see fallen leaves drifting in the streets
of Washington before the Federal Reserve actually hikes rates,
but the most important development this week may turn out to be
the rise in employment costs.

Activists good, bigger activists better

April 29, 2015

April 29 (Reuters) – Activist hedge funds, on the whole, do
good work, but the best results come from those with the deepest

Stock records tumble but earnings flatter, revenues flat: James Saft

April 23, 2015

By James Saft

(Reuters) – As U.S. company earnings rise and major stock market indices hit new heights, two small problems remain: revenues are static and the trajectory of earnings growth is slipping.

Mutual fund investors are their own worst enemies

April 22, 2015

By James Saft

(Reuters) – If the typical mutual fund investor were a racehorse there would be a humane veterinary argument for euthanasia.

Everyone (only) complains about bubbles: James Saft

April 16, 2015

By James Saft

(Reuters) – Bubbles are a bit like the weather: everyone complains but no one does anything about them.

GE points way for ‘too big to fail’ peers

April 15, 2015

By James Saft

(Reuters) – If shedding its financing arm did wonders for General Electric’s stock price, maybe too-big-to-fail bank peers like Citibank and JP Morgan should consider similar moves.

One hundred years of Mexico and euro risk: James Saft

April 14, 2015

April 14 (Reuters) – One hundred years is a long time to be
a lender to Mexico, as those who remember the 1980s, a decade
during which it was mostly in default, will tell you.

A one-in-three-billion year bank CEO: James Saft

April 9, 2015

By James Saft

(Reuters) – Jamie Dimon wants credit for being smart but also wants you to believe he’s living in a banking universe populated with unicorns.

Living with low economic growth

April 8, 2015

NEW YORK (Reuters) – Investors worried about the International Monetary Fund’s prediction of an extended era of lousy economic growth should probably relax and take a deep breath.

U.S. data gets ropey, investors get Fed-happy: James Saft

April 7, 2015

April 7 (Reuters) – U.S. employment growth is slowing, the
economy may have, in a tough winter, been at stall speed, and
the financial markets like it.