Are fears of a replay of 1997 Asian currency crisis real or just bad memories?
Some of emerging market currencies are now at levels unseen in the last 17 tears. Since the Asian currency crisis of July 1997. Do you remember that crisis? It’s a very scary memory
Oil drops further as OPEC increases production in July
On Tuesday, August 11, West Texas Intermediate fell 4.2% on news that OPEC producers had increased output by 100,000 barrels a day. That’s the highest production since June 2012
Warren Buffett is taking out my position in Precision Castparts
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...Day 2 reverses view of China yuan devaluation
On Monday markets rallied as traders and investors focused on the positive aspects of the move by the People’s Bank to devalue the yuan. Today they’re looking at the negatives in the move.
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...Economy added 215,000 jobs in July; Fed interest rate increase in September more likely, market says
Companies added 215,000 jobs in July and the unemployment rate held at a seven-year low of 5.3%, the U.S. government announced today, August 7. The financial markets are behaving today like this report confirms the growing consensus of a September increase—but a very modest increase that would be usher in a very slow flight path toward higher interest rates
Carl Icahn targets Cheniere Energy
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...Saudis decide to borrow rather than cut production (in order to force up prices)
A decision to sell bonds means that the Saudi’s have lots and lots of money to use in pursuing a strategy focused on defending market share. If you were thinking that we might see the end of oil price bust by the close of the year and that supply and demand were headed into balance in early 2016, I think you need to revise your thinking. The oil price plunge just got longer and deeper
Late day retreat in oil on crude inventory drop negative for price trend
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...I’m raising my target price on Incyte on its drug pipeline
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...Global markets dancing to dollar and Fed speculation
I think we’re looking at a period where whatever short-term volatility the market might present is played out against a background of a rising dollar, falling commodity prices, and lower prices for non-dollar assets, especially in emerging markets
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