The only good news for the EuroZone in today’s economic forecasts is that it could be worse
The drop in forecast inflation despite the European Central Bank’s initial steps to purchase assets in the bond markets, and thus to weaken the euro, and thus to raise growth and import some inflation hit the euro especially hard. The continued downward trend in inflation expectations leaves the financial markets convinced that the central bank will have to go even further in its program of asset purchases/euro weakening
How quickly will capital spending rise and margins fall as Alibaba goes global?
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 the slight dip in forecast margins at homebuilder DR Horton a sign that U.S. growth might slow in 2015?
Because the Federal Reserve has used low interest rates to drive a recovery in the housing sector in order to ignite the rest of the economy, the drop in forecast gross margins at homebuilder DR Horton caught my eye yesterday
Cheniere Energy raises $2.5 billion for second LNG export plant
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...Saturday Night Quarterback (from London where they don’t have quarterbacks) says, 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...Hi-Crush: A 6.1% yield that will test patience and discipline
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...History says Tuesday’s election bodes well for a continued market rally
Since 1945, the Standard & Poor’s 500 has climbed an average of 15% a year in years when a Democratic President has been opposed by a Republican-controlled Congress
I think the market is underestimating Visa’s post-Apple Pay growth potential
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...The Grinch that stole holiday retail profits
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...More economic pain for the EuroZone, but not enough for another central bank surprise on Thursday
The economic data is grim enough, but the financial markets aren’t behaving as if there were any chance of another “central bank surprise” when the European Central Bank meets on Thursday, November 6. The French CAC Index is down 1.62%; the German DAX is off 0.96%, and the Spanish IBEX has slumped 2.16%.
Schlumberger: another growth stock for a global growth crisis
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...Download Jim’s eBook for Free
