In China, Japan, and the EuroZone central bank policies are headed back for a re-tooling
The People’s Bank of China, the European Central Bank, and the Bank of Japan just can’t get their economies growing fast enough to produce a sustained recovery that would let them step back from using the printing press to stimulate the economy. Only the U.S. Federal Reserve might have built strong enough growth so that it can start to reduce its intervention in the economy—but that still remains an open question.
The consensus forecast for the S&P 500 for the rest of 2015 turns negative
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...Today Wall Street talks up Glencore–showing just a bit of self interest
Glencore (GLNCY), the commodities and trading group that fell 28% yesterday, rebounded almost 17% today as Wall Street investment banks and their analysts declared that the sell off had been overdone. Of course, you’re entitled to a bit of skepticism about that conclusion
Sector Monday: Industrials such as Cummins and Schlumberger are starting to look interesting–give them another few weeks?
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...Glencore leads commodity rout–balance sheets get deeper scrutiny in sector
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 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...Yellen’s speech last night re-emphasized the likelihood of a December rate increase
In her speech last night in Amherst, Massachusetts, Federal Reserve chair Janet Yellen strongly emphasized that the Federal Reserve intended to raise interest rates for the first time since 2006 this year
What country will be the next, after Brazil, to get cut to junk?
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...Now see what the Fed has done!
Last week’s decision not to raise interest rates looks like it has come back to bite the Federal Reserve with a vengeance. The Fed has succeeded in throwing financial markets into confusion
The numbers continue to point to slowing growth in China
The steady stream of bad news on China’s economy has led economists to predict that the Chinese government will lower its target for growth next year
Market doubts increase about China’s ability to turn growth trend around
With Chinese President Xi Jinping starting a state visit to the United States, can you really imagine officials back in China letting Chinese markets go down?