Housing pause in February looks just like, well, a pause
The lower than expected numbers from the housing sector today and yesterday look like nothing more than a pause after a big move over the last twelve months.
Mitsubishi UFJ–it’s not a bank; it’s a portfolio of stocks that will climb as the yen falls
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...Bank of Japan looks set to move aggressively to weaken the yen next week
The new team in charge of the Bank of Japan has ratcheted up expectations for strong action to weaken the yen and increase inflation at the bank’s meeting on April 3 and 4.
Can the EuroZone debt crisis save the U.S. Federal Reserve?
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...Eni
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...Deal keeps Cyprus in the EuroZone but does yet more damage to the euro
Asian stocks—and U.S. market so far this morning—are up because to far-away investors the Cyprus story is that euro chaos has been prevented for another day. For Europeans and Cypriots, however, the deal is an invitation to future pain
Saturday Night Quarterback (on Sunday) says, For tomorrow 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...Amidst the Cyprus noise, the EuroZone quietly slips further toward recession
News released yesterday, March 21, that EuroZone economies contracted at a faster rate in March than in February got largely overlooked. But, it is far more important to the next stage in the euro debt crisis than what happens in Cyprus in the next few days.
Looking for investible trends? I see two–Japan and the United States–over the next few months
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...Anadarko’s discovery sets up a Gulf of Mexico gold rush
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...Monday or else! European Central Bank delivers Cyprus ultimatum
The European Central Bank has given Cyprus an ultimatum: Come up with a plan that can secure approval from the EuroZone countries and the International Monetary Fund by Monday or the central bank will cut off emergency funds to Cypriot banks