Are global bond markets finally starting to doubt the commitment of the world’s central banks to endless stimulus?
Today financial markets are anxiously wondering if they need to rethink the assumption of an endless supply of stimulus. Besides yesterday’s non-move and rhetorical silence from the European Central Bank, today the market is reacting to remarks from the Boston Federal Reserve Bank President that waiting too long to raise interest rates would threaten the U.S economy. And to the possibility that the Bank of Japan would like to see higher long-term interest rates
European Central Bank disappoints on stimulus; holding its fire for Brexit slowdown?
I’m more concerned about the longer-term implications of the decision to do nothing than I am by the short-term disappointment. I think the bank is worried that it might need the very limited supply of ammunition it has left to fend off any larger shocks once negotiations on the terms for the United Kingdom’s departure from the European Union start in earnest in coming months.
How disappointed will the market decide to be by today’s Apple iPhone event?
There will probably be a surprise or two from today’s Apple (AAPL) event introducing, everyone believes, a new iPhone, improvements to the iWatch, and a new operating system. But the financial markets believe they know what’s coming and that Apple won’t introduce anything very big or very new or very exciting.
Chesapeake Energy starts September where it left off in August
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...Service sector weighs in with more economic uncertainty ahead of September Fed meeting
All this year the U.S. service sector has been making up for weakness in manufacturing. Not in August. The Institute for Supply Management’s non-manufacturing index slipped to 51.4 in the August survey. That’s down from 55.5 in July and is the lowest reading since February 2010. The ISM’s manufacturing index, released on September 1, showed that the sector contracted in August.
Saturday Night Quarterback (Labor Day edition): 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...Current yield report on the stocks in my Dividend portfolio
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...Good news from both of MGM Resorts’ gaming markets
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...Some catch up with my performance calculations–Jubak Picks up 4.91% in 2014
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...Targa Resources shares can climb higher from here but the big attraction is the 8% dividend
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...Weaker than expected August jobs growth lowers odds on September interest rate move by the Fed
Take a Federal Reserve interest rate increase at the central bank’s September 21 meeting off the books. Today, the Labor Department reported that the U.S. economy added only 151,000 net new jobs in August. Economists surveyed by Bloomberg had forecast the addition of 180,000 jobs.
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