Cheap vs affordable, Apple edition: James Saft

May 29, 2014

May 29 (Reuters) – Apple’s $3 billion purchase of
headphones and music business Beats shows exactly how foggy our
thinking about the distinction between ‘cheap’ and ‘affordable’
has become.

Leverage, complexity and amnesia

May 28, 2014

May 28 (Reuters) – Investors appear to have forgotten two
prime lessons of the last crisis: complexity is expensive and
leverage is dangerous.

Economics and politics align for ECB: James Saft

May 27, 2014

By James Saft

(Reuters) – If there is anything more sobering for a central banker than failing to meet the bank’s mandates, as the European Central Bank arguably has, it is having one’s very legitimacy challenged.

Whacking the economy with a wrench: James Saft

May 22, 2014

May 22 (Reuters) – Did you ever get to the point when trying
unsuccessfully to fix something you just start whacking it with
a wrench?

Sidelined Fed a boon for emerging markets

May 21, 2014

May 21 (Reuters) – U.S. interest rates are staying low for
quite some time, a backdrop which should, all else equal, favor
emerging markets.

Modi mania and activism show growth premium: James Saft

May 20, 2014

By James Saft

(Reuters) – Investor enthusiasm for new Indian Prime Minister-to-be Narendra Modi and for activist investment may spring from a common underlying cause: the reality of lower, less explosive growth.

Europe, U.S. show similar profiles: James Saft

May 15, 2014

May 15 (Reuters) – Very poor European growth figures add a
hint of concern about a cyclical downturn to enliven the ongoing
worries about a structural malaise.

Xi’s new normal with Chinese characteristics: James Saft

May 13, 2014

May 13 (Reuters) – The world needs to get ready for a new
normal with Chinese characteristics.

Was Barclays the problem, or was it the business model?: James Saft

May 8, 2014

May 8 (Reuters) – When the world applauds your obituary, as
it has the death of Barclays Plc’s global ambitions, it seems
you have been doing something wrong.

Suddenly, dividends matter again

May 7, 2014

By James Saft

(Reuters) – What we are witnessing isn’t simply a tumble in high-flying momentum stocks but a rush back into what passes these days for high yields.