The March problem for earnings–or how is the U.S. economy NOT like a package of American cheese?
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...Time to take profits in ASML Holding as visibility on orders looks very limited
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...Worries that the U.S. economy might be slowing rule today as the market waits for more data tomorrow
Why all the fuss over a regional index that the financial markets don’t normally follow with any attention? Because it fits into growing doubts about the strength of the U.S. economy.
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...Novo Nordisk disappoints ever so little and takes a big hit–wait to buy, I say
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...S&P has some positive words about Spain–aside from that downgrade thing
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. economy grows by 2.2% in the first quarter and shows some signs of strain
Consumers did their part with consumption growth increasing by 2.9% in the quarter. That was the strongest gain since the 3.6% increase in the fourth quarter of 2010. But you’ve got to wonder how firm that foundation for U.S. economic growth might be.
Europe needs a Plan B to escape an even deeper crisis–but there is no Plan B
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...It rains in Brazil on Vale’s parade–wait for summer on this iron ore miner
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...Goldcorp runs into ore grade problems, misses earnings projections, and gets killed–but that’s good news, isn’t it, if you’re building protection for 2013?
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...The options market says that the next battle between longs and shorts on Apple is set for May at $644
For the short-term I think the options market is a better guide to Apple’s share price than the fundamentals in Apple’s March quarter earnings report. And the options market is pointing to $644 as the next key price. I think Apple will eventually get above $650 a share but it may take a couple of attempts over the summer