James Saft

(Reuters) - Quantitative easing may well be pushing investors to hold more cash rather than risk assets, blunting its impact as monetary policy. Known as the portfolio rebalancing channel, the...

(Reuters) - The possible coming rebirth of U.S. manufacturing might turn out to be the most important investment story of the next decade, up-ending the winners and losers of the...

(Reuters) - Buy Japanese stocks if you must but don't expect Abenomics and the fall of the yen to revitalize Japan's economy. The yen has fallen by more than 20...

NEW YORK (Reuters) - This is not your parents' bull market. In fact, your dad and mom very may well have abandoned the market entirely. That could be the single...

(Reuters) - You never like to see the words "inflation," "central banks" and "it's different this time" in close proximity to each other. That, however, is the essential message in...

(James Saft is a Reuters columnist. The opinions expressed are his own.) (Reuters) - From Ray Dalio to Bill Gross, some of the biggest names in money management are practicing...

(Reuters) - The Bank of Japan's massive new bid for inflation will create growth but to its chagrin much of it may well be concentrated in financial markets and outside...

(Reuters) - Moral hazard may not be quite dead in Europe but it has a bad, hacking cough. A new, tougher policy on banking bailouts, made flesh in Cyprus and...

(Reuters) - Unfair and a bungle it may be, but the plan to levy bank deposits in Cyprus does have its virtues. This is especially true if the proposed 5.8-billion-euro...

(Reuters) - The 27-year-olds making the mistakes change but the flaws in the incentives and risk models at the heart of the global financial system remain basically unchanged. Calling them...