March 24, 2014 | Daily JAM, Morning Briefing, Short Term |
It looks like China is headed in a “bad news is good news” direction. I think it’s a little early to proclaim that this logic is in the ascendant but I do think traders are starting to think that more bad news about China’s economy is a good thing because it pushes up the start of stimulus from the Chinese government and the People’s Bank.
March 24, 2014 | Uncategorized |
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March 22, 2014 | Uncategorized |
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March 21, 2014 | Uncategorized |
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March 20, 2014 | Uncategorized |
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March 20, 2014 | Uncategorized |
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March 20, 2014 | Daily JAM, Morning Briefing |
What we’re witnessing is gradual improvement in the range of the initial claims numbers. The claims numbers had been stuck between 330,000 and 340,000 in February with the 4-week moving average at 339,000 for the week ended February 29. But with this most recent weekly number and the March 8 reading, the 4-week moving average has inched down to 327,000
March 19, 2014 | Daily JAM, Morning Briefing |
What exactly didn’t the markets like? Anything that reminded them that someday–mid to late 2015 probably–short-term interest rates will start to go up again. Surprising? No. But that doesn’t mean markets want to hear it
March 19, 2014 | Daily JAM, Short Term |
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March 18, 2014 | Daily JAM, Short Term |
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March 18, 2014 | Daily JAM, Morning Briefing |
The Chinese financial markets have decided that when Premier Li Keqiang said recently that defaults are “unavoidable,” he didn’t mean they were unavoidable for state-owned enterprises or local governments—even though those two sectors are the source of the biggest bad debt problems in China’s financial system.
March 17, 2014 | Daily JAM, Stock Alerts |
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