It’s budget day in India tomorrow–will the Modi government deliver?
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...U.S. GDP growth revised downward again–but trends in consumer spending and business investment look solid
The important trends in this morning’s GDP revision were an uptick in business investment and the strongest annual growth in consumer spending since 2006
Headline inflation falls again in January; core up just 1.6% year over year
Core inflation at just an 1.6% annualized says that the Fed will be very, very patient before starting to raise interest rates
Raising my target price on Incyte–I like biotechs in the current market
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...U.S. oil inventories continue to grow; Moody’s cuts Petrobras to junk–and oil prices move up
The U.S. Energy Information Administration reported that crude inventories continued to increase in the week ended on February 20. Moody’s Investor Service downgraded the long-term debt of the Brazilian oil giant to junk (Ba2) from Baa3 with a negative rating
The time has come to give Apple a seasonal rest–I’m selling today with a thought to rebuying if we get the usual summer slump
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...EuroZone finance ministers sign off on 7.2 billion euro- and four-month extension for Greece
In Europe EuroZone finance ministers approved Greece’s package of promises in a conference call and in the U.S. Fed chair Yellen signals more patience until first interest rate increase than expected