Analysis: Holding nerve on 2013’s big rotations
LONDON (Reuters) - Three down, one to go. With the final quarter of 2013 now underway, global investors have watched all but one of the year's four dominant and lucrative...
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Analysis: Ageing could weaken central banks, spur rate volatility
LONDON (Reuters) - Not unlike the ageing public - central banks will have to work harder as their economies grey and greater interest rate volatility over time may well be...
Analysis: Sober summer markets may defuse September strife
LONDON (Reuters) - Investors have been braced for a stormy September for so long now it's getting difficult to see this month's stiffening gales blowing them off course for long....
Analysis: Euro and emerging economies and equities switch tracks
LONDON (Reuters) - Western European economies are spluttering to life again at last just as emerging markets cool down - confirming one of the investment themes of 2013 and questioning...
Analysis: Watch revenue when parsing western vs emerging bonds
LONDON (Reuters) - Watch governments' revenues, and not just how much their economies produce, to see if they can support their debt piles. For investors choosing between bonds of heavily-indebted...
Analysis: Old normal for bonds rather than fragile new world
LONDON (Reuters) - The global bond market shock of recent weeks may be closer to an 'old normal' than some new world of fragile, over-regulated markets posited by many banks...
Transatlantic monetary divide to accelerate dollar surge
LONDON (Reuters) - U.S. monetary policy is zigging while the rest of the world is zagging, and the world should brace for a protracted dollar surge, more strains for developing...
Analysis: For all the debt, there’s a shortage of bonds
LONDON (Reuters) - Debt may be everywhere but there's a scarcity of bonds. With governments awash with debt and furiously selling new securities to fund bloated budget deficits, the idea...
Inflation angst evaporates in race for returns
LONDON (Reuters) - For all the trillions of dollars-worth in new money that central banks are printing, financial markets seem to be signaling that fears of rampant global inflation are...
Analysis: Boosting European lending without banks
LONDON (Reuters) - With a lack of bank lending to European businesses stifling the region's economy, sidestepping the middlemen - if not quite cutting them out altogether - is becoming...