SAFT ON WEALTH: Who ate the market volatility?

December 13, 2012

Dec 14 (Reuters) – For an uncertain world – one with fiscal
cliffs, eurozone recession and regime change at the Federal
Reserve – it sure is quiet out there.

AIG “profits” an insult to the concept: James Saft

December 12, 2012

By James Saft

(Reuters) – To say taxpayers made money from their investment in AIG is to libel the very concept of profit.

The perversity of student debt: James Saft

December 11, 2012

Dec 11 (Reuters) – U.S. student debt levels are surging but
along with degrees and skills the loans are producing perverse
incentives and unforeseen economic consequences.

The yen gets it in the end: James Saft

December 4, 2012

By James Saft

(Reuters) – What happens when an over-valued currency meets a political leader seemingly bent on imposing his vision on a battered central bank?

Dollar and Treasuries to gain on fiscal woes: James Saft

November 29, 2012

Nov 29 (Reuters) – If U.S. fiscal woes set off a market
downdraft, this time the dollar could actually be a beneficiary.

The bricks-and-mortar albatross: James Saft

November 27, 2012

Nov 27 (Reuters) – To understand why the retail sector will
continue to be such an investment minefield consider just two
phrases: Black Friday and Cyber Monday.

Shadow banking hangover still to come: James Saft

November 20, 2012

Nov 20 (Reuters) – Like a hangover that starts before you
even go to bed, the fact that the shadow banking system has
expanded since the crisis bodes poorly for what comes in the

The sad necessity of Fed watching: James Saft

November 16, 2012

Nov 16 (Reuters) – Every investor, sadly, has to be a Fed
watcher given that U.S. asset markets are supported, if not
levitated, by quantitative easing.

Fiscal this, taxes that – earnings the real worry: James Saft

November 14, 2012

By James Saft

(Reuters) – With earnings data now looking decidedly glum, the market may have more immediate things to fear than rising tax rates and falling government spending.

Shrinking Japan asks for more of the same: James Saft

November 13, 2012

Nov 13 (Reuters) – Japan is shrinking again and its
government thinks the answer lies in more of the same policy the
Bank of Japan has been unsuccessfully implementing for 17 years.