A strong dollar is on a path to get even stronger
The U.S. dollar continues to move up. The Dollar Spot Index (DXY) has climbed 3.2% since November 4 to 100.16 as of noon today, November 15. That puts the index, which tracks the U.S. dollar against a basket of currencies from significant trading partners, knocking on the door of resistance at 100. (The 52-week high for the index is 100.51.)
Acadia Pharmaceuticals is my first Trump stock pick
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...Sector Monday: Healthcare, drugs, and biotech, Oh! My!
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...Crude oil drops to near $42 a barrel on more bad news on supply and then steadies
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 bond prices continue to tumble–and the market is getting more, not less, dangerous
The rout in global bonds continued today. The yield on the 10-year U.S. Treasury climbed 7 basis points to 2.22%. That’s the highest level since January. Yields on the 10-year German Bund rose to 0.32% in the longest losing streak for these benchmark bonds since May. Yields on Italian and Portuguese debt climbed to the highest levels since July 2015 and June 2016, respectively. The worst damage continued to be suffered in emerging market bonds.
Saturday Night Quarterback (on Sunday night) says, For the week ahead expect…
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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 bond markets decide Trump means more government spending, rising inflation, and a pick up in the speed on Federal Reserve interest rate increases.
Global bond markets fell to the tune of a more than $1 trillion loss this week after Donald Trump’s win in the U.S. presidential election. The market value of the Bank of America’s Global Broad Market Index, which tracks 24,000 bonds around the world, fell by $1.14 trillion this week. The only other week that witnessed a drop of $1 trillion or more was during the June 2013 “Taper Tantrum” when bonds sold off after then Fed chairman Ben Bernanke threatened to reduce bond purchases.
6 more points for my A-W investor’s guide to the post-Trump victory financial landscape
The problem with trying to put together a comprehensive guide to the likely investment impacts of a Trump administration on the fly in the day after the election is that you inevitably leave stuff out. This being the Internet, however, it’s easy to add on to that post. Here are the six points that I forget to make yesterday. I’m posting them here separately and also folding them into last night’s post so that guide will be in not complete at least completer. The six items are China, Rudy Giuliani, Oil, Russia, Tax repatriation, and War.
A new landscape for investors after Trump’s victory–my guide from A to W (Can’t find X,Y,or Z)
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...Coming as soon as I get it finished: A new landscape for investors after Trump victory–my guide from A to W (can’t find an XYZ)
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