Edition:
United States

Jamie McGeever

Jeff Mason is a White House Correspondent for Reuters and the 2016-2017 president of the White House Correspondents’ Association. He was the lead Reuters correspondent for President Barack Obama's 2012 campaign and interviewed the president at the White House in 2015. Jeff has been based in Washington since 2008, when he covered the historic race between Obama, Hillary Clinton and John McCain. Jeff started his career in Frankfurt, Germany, where he covered the airline industry before moving to Brussels, Belgium, where he covered the European Union. He is a Colorado native, proud graduate of Northwestern University and former Fulbright scholar.

Twitter handle: @jeffmason1

7:02am EST

Commentary: Link between stock market volatility and returns? There is none

LONDON The recent surge in market volatility, by some measures one of the most dramatic on record, will have zero impact on investor returns beyond a few months. Literally zero.

Feb 19 2018

Commentary: After biggest short, speculators slash bearish US bond bets as supply deluge looms

LONDON With the dust beginning to settle after a tumultuous start to the year for the U.S. bond market, speculators are scaling back their bets on higher yields. By quite a margin.

Feb 12 2018

Commentary: Speculators in biggest ever U-turn on low volatility bets

LONDON The wild gyrations rocking global markets this month have sparked the biggest ever reversal of speculators' bets on low volatility.

Feb 09 2018

Commentar: VIX 20-20 vision needed for clear market outlook

LONDON Market seismographs are still twitching at levels almost twice the historical average and Wall Street's gauge of implied volatility needs to return below 20 percent for stocks to stabilise.

Feb 07 2018

Commentary: Carnage, but no crisis as long as FX and rates volatility stays low

LONDON The explosion in volatility that sent stock markets into a tailspin this week is a wake-up call for investors who had grown far too complacent that the "Goldilocks" good times would never end.

Feb 06 2018

Commentary: The biggest risk to the market? The market itself

LONDON That crashing sound you hear as world stocks come tumbling down from their lofty peaks may have echoes of crises past, but the global market edifice today is in many ways unrecognisable from even Lehman and all that a decade ago.

Feb 05 2018

Commentary: "The biggest short", as speculators re-rate U.S. rates outlook

LONDON Speculators are making their biggest bet ever on higher short-term U.S. bond yields, as they scramble to anticipate the Fed's responding to bubbling growth and inflationary pressures by jacking up the cost of borrowing.

Feb 01 2018

Commentary: Loosest US financial conditions in over 40 years flash red ... and green

LONDON A decade on from the financial crisis, global monetary policy is finally tightening, with the Federal Reserve raising U.S. interest rates and other central banks gradually turning off the stimulus taps.

Jan 31 2018

Commentary: Markets will slide, but maybe not on slippery slope of protectionism

LONDON Protectionism and the growing threat of global trade wars are near the top of investors' concerns for the year ahead, but from a financial market perspective, these fears may be overdone.

Jan 29 2018

Commentary: Music still playing, euro speculators still dancing

LONDON Speculators have never been so bullish on the euro.

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