August 12, 2013 | Daily JAM, Morning Briefing |
In the very short term Japan’s disappointing second quarter GDP figures have taken down share prices in Tokyo. In the slightly longer term, the negative news is likely to weaken the yen on speculation that the Bank of Japan will move to speed up policies designed to stimulate Japan’s economy by weakening the yen. And a weaker yen is good for profits at Japanese exporters and for Japanese stock prices in general.
August 10, 2013 | Uncategorized |
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August 9, 2013 | Daily JAM, Morning Briefing |
Good news today from China on two fronts. It looks like the country’s economic growth is stabilizing without a big retreat by government efforts to restrain the growth of credit. Industrial production climbed 9.7% year over year in July. Economists surveyed by Bloomberg had projected a 9% increase. On the credit front, aggregate financing totaled 809 billion yuan in July. That was lower than June’s 1.04 trillion yuan
August 8, 2013 | Daily JAM, MIDD, Stock Alerts |
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August 8, 2013 | Daily JAM, Stock Alerts |
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August 8, 2013 | Daily JAM, Morning Briefing |
Japan can have it all—a weaker yen, a growing economy, inflation of 2% and a sales tax increase to demonstrate fiscal responsibility. Bank of Japan Governor Kuroda said so. That’s what the financial markets in Japan wanted to hear. Especially since the Bank of Japan ended a two-day meeting saying that it remained pledged to doubling the country’s monetary base.
August 7, 2013 | Uncategorized |
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August 7, 2013 | Daily JAM |
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August 7, 2013 | Daily JAM, Stock Alerts |
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August 7, 2013 | Daily JAM, Morning Briefing |
Yesterday U.S. stocks retreated on better than expected U.S. trade numbers. So why was this bad news as far as U.S. financial markets were concerned? Because this narrower trade deficit could take U.S. GDP growth up to 2.5% in the second quarter and that, the market worries, would be enough to start a Fed taper in September
August 6, 2013 | Daily JAM, Stock Alerts |
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August 6, 2013 | Daily JAM, Morning Briefing |
The dollar is sinking against the yen and the yen is climbing as the Bank of Japan begins a two-day meeting. Nobody expects Japan’s central bank to do anything. But talk counts and the country’s financial markets seem to be counting on the bank to renew its pledge to double the monetary base
