China plays that old growth game again
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...Apple sells 9 million iPhones–not enough to quiet skeptics
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...Merkel scores big victory but still faces need for coalition: how long will the honeymoon last?
Merkel almost wins a majority in German elections. From the point of view of the financial markets, this result is about as good as it gets. Markets are assured of continuity—no surprises—with the possibility that Merkel will be pushed slightly toward more growth in Germany’s domestic economy
Saturday Night Quarterback–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...Vale: Good progress but still too much short-term risk to buy this long-term favorite
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 December really the new September for a Fed taper?
The movement toward a consensus view that the Fed won’t taper until it’s December meeting hit a speed bump today when James Bullard, president of the Federal Reserve Bank of St. Louis, said that the Fed could still move in October. The September call was so borderline, Bullard said, that the Fed might have enough data in a month to begin a very small taper.
Weak dollar and weak yen–how long do these trends run?
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...I need your Qs for tomorrow night’s Q&A
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...Will Sunday’s German elections market a peak for the euro?
Post-election Greece looks like it’s going to need either a small bridge loan or a big bridge loan and debt reduction in late 2013 or early 2014. Portugal looms as an even bigger problem with the country needing to raise $15.8 billion euros ($21.4 billion)–meaning that Portugal will almost certainty need a second full bailout program at the end of 2013 or in early 2014.
Did the Fed decide not to taper because it’s afraid that Congress will do something really stupid?
Looking for any explanation for why the Fed kept its program of buying $85 billion in Treasuries and mortgage-backed securities intact, it’s language that points toward fiscal tightening that pops out at me. Think about a new all-time record on the Standard & Poor’s 500 and a bond rally today because the Federal Reserve is afraid that Congress could really muck up the U.S. economy in the next few weeks (or days.)
Surprise! No taper from the Fed
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