‘Grexit’ threat could complicate ECB QE: James Saft

December 11, 2014

Dec 11 (Reuters) – The return of the idea of a Greek euro
exit, as boogeyman or genuine threat, comes at a particularly
difficult time, dangerously complicating the already fraught
advent of full-scale QE in the euro zone.

Expensive, one-size-fits-all advice

December 10, 2014

Dec 10 (Reuters) – Financial advisors do not appear to be
carrying their weight.

The Fed put, 2015 interest rate rise edition: James Saft

December 9, 2014

By James Saft

(Reuters) – With better and better evidence emerging that the Federal Reserve ought to raise interest rates soon, its much debated, always denied role as guarantor of asset prices will be put to the test.

ECB moving half the distance to QE but never arriving: James Saft

December 4, 2014

Dec 4 (Reuters) – A liquidity trap and a realistic threat of
both recession and deflation: if the euro zone were any other
major economy, official buying of government bonds would have
started some time ago.

The value of (truly) active investment

December 3, 2014

Dec 3 (Reuters) – If you are going to go with active
management you perhaps ought to go all out.

The investing problem of abundance: James Saft

December 2, 2014

By James Saft

(Reuters) – It is the season of abundance, but sometimes abundance is the last thing financial markets need.

Low oil price to boost stocks, deflation risk: James Saft

November 25, 2014

Nov 25 (Reuters) – Lower energy prices should stick around,
boosting growth and risky assets like stocks but increasing the
risks of deflation.

Fed inflation goal and the ‘coming years’ mirage: James Saft

November 20, 2014

Nov 20 (Reuters) – The Federal Reserve’s 2 percent inflation
objective feels more and more like an aspiration or, maybe, like
steadily rising middle-class wages, a nostalgic anachronism.

There are no pure index investors

November 19, 2014

Nov 19 (Reuters) – At the heart of every great movement, and
index investing is no different, lies a kernel of truth
surrounded by a great deal of hooey.

Japan can’t print people: James Saft

November 18, 2014

Nov 18 (Reuters) – Japan’s attempts, through Abenomics, to
beat back against the tide of demographics may be proving