Sector Monday: Nobody seems to believe this rally in crude oil will stick
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...Chinese regulators change course again–now it’s arrests to stop China’s stock market bear
A week after China’s financial market regulators sent the Shanghai and Shenzhen markets tumbling by announcing that they were ending their direct buying of shares on those exchanges, and days after those same regulators sent shares climbing again by announcing that they would reverse that decision and resume direct purchases, today the Chinese government has indeed decided to end direct share purchases.
Inflation, huh? Central banks can’t measure any but they’re sure it’s a danger that requires action
It gets my vote for the oddest panel at the recently concluded Jackson Hole banker-fest sponsored by the Kansas City Fed. The Saturday session saw officials from the Bank of England, the European Central Bank, and the U.S. Federal Reserve all saying that while they couldn’t see any inflation in their respective economies, they saw evidence that inflationary pressures are rising.
Netflix is a buy if I can get my price on the next drop
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...Saturday Night Quarterback says, For the week ahead expect…
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...“Less compelling,” “More compelling”? Fed walks a fine line on September interest rate increase and then adds October to the mix
Today it’s Fed members at the annual Jackson Hole central bankers’ conference yelling “More compelling” and “Less compelling” at each other over the potential for an initial interest rate increase when the central bank’s Open Market Committee meets on September 17.
I’d call Alibaba a good trading buy on bounces, but for investors my call is “Not yet”
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All for a parade? China resumes direct share purchases to support stock market; seems to increase sales of U.S. Treasuries
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. 2nd quarter GDP growth revised higher by 1.4 percentage points and U.S. stocks are off to the races
U.S. second quarter GDP growth was revised upwards today to an 3.7% annualized rate, an increase of 1.4 percentage points from the prior estimate. None of the economists surveyed by Bloomberg forecast that big a revision. In addition, contracts to purchase previously owned homes climbed in July for the sixth time in the last seven months.
Finding a bottom in U.S. stocks–some tentative thoughts on avoiding greed and panic at the bottom
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...Is a September rate increase from the Fed truly off the table?
On August 18, the Fed funds futures market pointed to an almost 50/50 chance (48%) of a September move in interest rates off the current zero rate that has held since 2008. On August 25, the odds had fallen to just 28%. And markets were giving an increase in 2015 at all just a 50/50 chance. That was down from 73%. The consensus vote is now for an initial rate increase in March 2016 (72%).
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