China stocks and bank bad loans soar
The move to a new high in Shanghai has been based on a belief that the People’s Bank has more stimulus moves in mind. China’s central bank has already cut interest rates twice since November
Saturday Night Quarterback (on Sunday) 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...Trick or Trend: Is the Bank of Japan out to monetize the country’s debt?
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...Final revision of fourth quarter GDP adds to worries about earnings
A slight disappointment on the final estimate for fourth quarter GDP. This revision kept U.S. economic growth pegged at 2.2%. But today’s revision isn’t enough to move the consensus on growth for 2015
I see signs of a month of weakness in U.S. equities ahead on growth worries
I am not talking about crashes or bear markets or even a 10% correction. But I do see increasing risk of a further retreat from 2015 highs.
Buy Hain (HAIN) on the Kraft-Heinz deal
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...Are EuroZone members putting in place a strategy for a Greek exit from the euro?
The strategy being pursued by the EuroZone toward Greece seems to combine continued pressure on the Greek government and its finances with moves that support the Greek banking system
Are we seeing the beginning of the end of the higher dividend trend? Watch Mattel for an early warning sign
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...Strong U.S. economic data pauses the euro rally
For the day, at least, strong economic news from the United States has sent the euro into retreat against the U.S. dollar.