Bad economic news from Japan, EuroZone, and China today; U.S. remains only game in town
Yesterday’s release of the minutes from its October 29 meeting showed a Fed that was resolutely not talking about worries over slowing growth in overseas economies or volatility in overseas financial markets. Which is a good thing considering the bad news this morning on the economies of China, Japan, and the EuroZone
Buy Toray Industries on this week’s carbon-fiber news from Boeing and Toyota
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Gold sinks on rising “No” vote in Swiss gold referendum
Gold is down today on a new poll showing that Swiss voters are likely to reject a referendum that would force the Swiss National Bank to make a huge increase in its gold position. December gold futures on COMEX were down 1.57% as of noon New York time to $1178 an ounce
Toyota: More than just a weak yen
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...No sign yet that anybody is pumping less oil due to lower prices
So far, oil producers in U.S. shale geologies are following the script: In the face of falling oil prices, they’re cutting back on drilling but increasing production. According to Baker Hughes (BHI), the U.S land-based rig count fell by 31 rigs to 1,578 in the week ended on October 10. But companies from Devon Energy to Continental Resources are forecasting 25% or higher increases in production for 2015
Look to Indian bank HDFC for big upside from falling oil prices
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 falls into recession–again. Look for a falling yen, lower oil prices, and an even more cautious Federal Reserve
The Japanese government announced today that the Japanese economy contracted at an annualized 1.6% rate in the quarter that ended on September 30. Put that together with the much bigger June quarter drop of 7.3% (revised upwards today from 7.1%) and Japan is officially in recession. Again.
Saturday Night Quarterback says, For the week ahead expect…
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Gold will be in a supply deficit by 2016, Credit Suisse says
With companies cutting spending on exploration for new gold deposits, development of new discoveries, and expansion of existing mines, gold will enter a supply/demand deficit by 2016, says Credit Suisse. That estimate is worth pondering for anyone trying to figure out where a bottom for gold might be and how long to wait before doing any buying
Adding Greenbrier for the North American railcar boom
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