Friday Night Video #9: Your Qs and my As
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...A pattern to watch? Consumer spending drops a bit for April
Personal spending dropped by 0.1% in April. That was down from a revised 1% gain in March. Economists surveyed by Briefing.com had projected that spending would climb by 0.2%.
New DOE rules add to the scarcity value of Cheniere’s export permit
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...Seadrill’s 10% dividend looks safe but risk is definitely high
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...Why the stock market shrugged off yesterday’s GDP drop
A big drop in inventories, a signal of pent up demand in the economy, took the sting out of revisions to first quarter GDP growth (announced on May 29) that showed the U.S. economy contracting for the first time since the last quarter of 2011. GDP fell at a 1% annualized rate
With a 5.8% yield and solid balance sheet Ensco is a dividend opportunity while the deepwater sector struggles
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...Treasuries continue their rally–mostly on euro weakness
The rally in U.S. Treasuries keeps on keepin’ on. But all indications are that the Treasury rally is built on the relative attractiveness of Treasuries rather than on a forecast of falling U.S. economic growth. At least that’s what the mix of stronger Treasury prices plus a steady market for stocks argues to me.
Apple heats up ahead of next week’s developers conference
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...Bond market consensus: At the top of this cycle growth and interest rates will be lower than the Fed projects
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...Shanghai increases bets that the People’s Bank will loosen soon
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...Euro elections leave markets guessing but inclined to see more stimulus next week from the ECB
Markets will spend this week trying to figure out what the election news from Europe means. I’m sure that explosions in Ukraine won’t make EuroZone markets less nervous but the big event is the vote for the European parliament.