Today’s commodities rally is no more a long-term trend than the weekend’s commodity weakness
Today, May 10, evidence of “firming” inflation in China led to a rally in industrial metals such as copper and other commodities; which is a complete turnaround from the weekend when a larger than expected decline in Chinese exports and imports led to Monday weakness in commodity prices.
Allergan’s earnings report shows there’s life after the collapse of the Pfizer acquisition
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...Increased guidance outweighs earnings miss at Incyte
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...Friday’s retail sales report is the next big data dump on the likelihood of a Fed interest rate increase in June
The Advanced Monthly Sales for Retail report, scheduled for release on Friday at 10 a.m. will go a long way toward showing whether optimism about the economy is justified even after last week’s disappointing jobs report. If retail sales are strong, then economic growth could turn out to be stronger in the second quarter and financial markets can go back to worrying about when the Fed will raise interest rates
Brazil’s off again/on again impeachment is off again, maybe, as Dilma wins temporary stay
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...Platinum miner Stillwater looks good after earnings–but only for the very patient
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: VIX volatility reverses on jobs disappointment but for how long?
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...Goldilocks confronts a disappointing April jobs report
Under some circumstances you’d expect a weak jobs number to send markets higher because it would signal that the Federal Reserve will put off the next interest rate increase. But not today. The Dow Jones Industrial Average was off slightly, by 0.07%, as of 11:30 a.m. New York time. The Standard & Poor’s 500 slipped 0.18%. That’s because markets have already priced in a one or none scenario for 2016.