Russia worries in a low-volatility world

July 22, 2014

By James Saft

(Reuters) – Rising tensions between Russia and the West are doing what central bankers can’t or won’t: scare investors.

Russia worries in a low-volatility world: James Saft

July 22, 2014

July 22 (Reuters) – Rising tensions between Russia and the
West are doing what central bankers can’t or won’t: scare
investors.

Slow house price gains to crimp start-ups: James Saft

July 18, 2014

By James Saft

(Reuters) – The outlook for house prices is dimming, and one unexpected casualty may be new jobs at start-ups.

Who’s afraid of Janet Yellen?

July 16, 2014

July 16 (Reuters) – Markets aren’t afraid of Janet Yellen,
but you might want to be.

Banco Espirito Santo and bail-ins: James Saft

July 15, 2014

By James Saft

(Reuters) – Banco Espirito Santo’s woes may not reignite the euro crisis but could give useful information about who will pay the inevitable costs.

Column: Crumbs today, jam tomorrow?

July 9, 2014

By James Saft

(Reuters) – Creating needs among consumers is both the basis of our economy and a really risky investment strategy.

Crumbs today, jam tomorrow?

July 9, 2014

July 9 (Reuters) – Creating needs among consumers is both
the basis of our economy and a really risky investment strategy.

What if the market has it right?: James Saft

July 8, 2014

July 8 (Reuters) – The past 15 years of bubbles and busts
notwithstanding, sometimes it may be best to just assume
financial markets have got it right.

Jobs data doesn’t change Yellen sweet spot: James Saft

July 3, 2014

July 3 (Reuters) – Good news on the jobs front is even
better news for investors in risk assets as it does little to
move markets away from the Janet Yellen sweet spot.

Re-thinking the equity glide path

July 2, 2014

July 2 (Reuters) – The equity weighting glide path – the
idea that savers should cut risky holdings of stocks
mechanically as they approach retirement – is an appealing
metaphor, easy to understand and instinctively right feeling.