Earnings and revenues can’t diverge forever: James Saft

October 25, 2012

By James Saft

(Reuters) – Corporate earnings and revenues can’t, as they are doing this earnings season, diverge forever.

Bernanke, the election and risk assets: James Saft

October 24, 2012

By James Saft

(Reuters) – Now we have the pre-election Federal Reserve meeting out of the way, we can go back to worrying about the real issue.

Living through de-globalization: James Saft

October 23, 2012

Oct 23 (Reuters) – What was that you were saying about
globalization being inexorable?

Black Monday and the Greenspan put: James Saft

October 19, 2012

By James Saft

(Reuters) – The big milestone this week is not the 25th anniversary of the Black Monday crash but falls a day later when we mark the far darker advent of the Greenspan put.

Helicopters’ faint whirring heard in UK: James Saft

October 17, 2012

Oct 17 (Reuters) – It is one thing when commentators burble
on about the possibility of outright central bank financing of
deficits, it is quite another when a viable candidate to lead
the Bank of England is reported to be thinking along these
lines.

EU deserves Nobel for literature: James Saft

October 16, 2012

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

By James Saft

(Reuters) – Rather than peace, or even, at a stretch, economics, perhaps the European Union should get a Nobel Prize in literature, as it is a work of imagination, creation, and, at least for a time, the suspension of disbelief.

Are small investors really that bad?

October 4, 2012

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

By James Saft

(Reuters) – It has always been a tenet of faith in markets that individual investors are the financial equivalent of shark chum, forever bamboozled by news flow and buying high and selling low.

The monetization game: James Saft

October 3, 2012

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

By James Saft

(Reuters) – The issue isn’t whether the Federal Reserve and European Central Bank are monetizing debt now, it is instead whether their actions make them more likely to later.

Promises, lies and the interbank market: James Saft

October 2, 2012

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

By James Saft

(Reuters) – Maybe it is time to accept that there is no such thing, really, as a free and independent inter-bank lending market.

Market whistles merrily as Romney sinks: James Saft

September 19, 2012

Sept 19 (Reuters) – Mitt Romney’s chances of capturing the
White House dwindle almost daily and financial markets seem not
bothered a bit.