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.
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.
July 1 (Reuters) – In focusing on their traditional role as
guardians of the punchbowl, central banks are failing to see how
tonight’s party always slides into tomorrow’s need for a
June 26 (Reuters) – If global policy makers are wrong about
globalization, and they could be, we may be in for more low
growth, low rates and the high asset prices they support.