Strong recovery is the big market risk: James Saft

February 10, 2015

Feb 10 (Reuters) – It may not take a Greek default or
Chinese slump to end the bull market if we get something as
prosaic as a strong U.S. recovery.

Nestle, negative yields and a different deflation: James Saft

February 5, 2015

Feb 5 (Reuters) – Corporate bonds did outstandingly well
during the great deflation in the 1930s but this time round may
be, well, different.

Index funds and avoiding the generics paradox

February 4, 2015

Feb 4 (Reuters) – Active investors are the hidden
beneficiaries of the rise of index funds.

For Greece and euro, much hangs on a word – insolvent: James Saft

February 3, 2015

Feb 3 (Reuters) – Much hangs on the interpretation of a
word, and in the case of Greece and the euro zone that word is:
insolvent.

Alibaba combines China and hot stock risks: James Saft

January 29, 2015

Jan 29 (Reuters) – If the political risk of Alibaba isn’t
enough for you, maybe the very considerable execution risk will
be.

Conflicts of interest make the markets go round

January 28, 2015

Jan 28 (Reuters) – Money managers, because they do their job
with an eye to their own bottom line, tend to drive over-valued
assets higher and undervalued ones lower.

ECB QE, small but imperfectly formed: James Saft

January 22, 2015

Jan 22 (Reuters) – QE, European Central Bank style, passed
the markets test but will have a harder time doing as well for
the euro zone economy or the currency union project.

Central banks are not your friends: James Saft

January 21, 2015

Jan 21 (Reuters) – Investors are feeling a rather unfamiliar
sentiment towards central banks: betrayed.

ECB QE set up for disappointment: James Saft

January 20, 2015

Jan 20 (Reuters) – Rarely has a major market event been as
expected as quantitative easing from the European Central bank;
rarer still has something been so likely to underwhelm.

SNB remains neutral, surrenders: James Saft

January 15, 2015

Jan 15 (Reuters) – The Swiss National Bank’s surrender to
markets argues that next week’s Greek election and European
Central Bank meeting will bring much danger and volatility.