McDonald’s looks to have turned the corner to easier sales comparisons
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...Japan up, China (and emerging markets) down
Great day for financial markets in Japan—and I think, with a lag, for U.S. financial markets too. But a bad day for emerging stock markets—because of China.
Having talked down the bond market, has the Fed now reversed its rhetoric on “The Taper”?
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I think even dividend stocks can get too expensive: I’m selling Magellan Midstream Partners on valuation
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...Who says the rally to all time highs wasn’t supported by fundamentals?
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Jobs report: A perfect mix of good and bad news?
The economy generated a net 175,000 new jobs in May. That was above the consensus expectations of 159,000 jobs. And above the 165,000 figure for April. And yet, the official unemployment rate climbed in May to 7.6% from 7.5% in April
3 bargains stock picks where you’re consciously too early
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Waiting for the jobs data: Will good news be bad news or bad news good news or vice-versa?
It ‘s clear that the driver for the market today is related to tomorrow’s jobs report for May. And that makes sense since the Federal Reserve has said that its decision on when to begin tapering off its monthly $85 billion in purchases of Treasuries and mortgage-backed assets will depend on the data. But it’s not clear to me what the action in the financial markets today means that markets are anticipating tomorrow.
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