Notes You Need for December 20: Updated 3:30 p.m. wind power, GE, GOLD
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...China’s increasingly frantic, increasingly dangerous game of financial markets Whac-A-Mole
China faces a depreciating currency, a bond market that has switched from rally to sell off, huge outflows of cash, and what looks like a resurgence of inflation. Fixing one of these problems alone would be a huge challenge to the People’s Bank. The combination leaves the central bank with a situation where fixing one problem may just make the others worse. Increasingly the People’s Bank looks like it is rushing from problem to problem, giving the crisis-of-day a whack and then rushing to figure out what’s likely to pop up next that will deserve a bash with the mallet.
Beyond VIX: 5 more ways to measure, track, and trade volatility
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...Will we get a volatility reset after the VIX calls expire on December 21?
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...Notes You Need for December 19: drones, VOD
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...Will it be two interest rate increases or three in 2017?
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...Pre-holiday move to safety starts a little early
With trading volumes already starting to slip–trading in Standard & Poor’s 500 stocks was running about 25% below its average for this time of day at noon today–traders and investors are locking in some gains and seeking safety for the week before Christmas. As of 1 p.m. New York time gold was up for the day and the dollar was down.
Notes You Need for December 16 Updated 5:30 p.m.: steel, infrastructure, NUE, STLD, CMI, DIS, Germany AAA, U.S. oil rig count, Chinese drone seizure
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Currency traders long U.S. dollars figure there’s another 2% to 3% free money in this trade before the end of the year
Yesterday the dollar rose another 1.2% against the euro to $1.0415, the highest since January 2003. And the US. currency climbed by another 1.4% against the yen. The Dollar Index added to its gain to hit a 15-year high.
Today the dollar has backed off a bit. Not surprising after the huge two-day run after Wednesday’s Federal Reserve meeting. But this does all raise the question of how much more there is left in the run.
At some point, we’ll want to own gold again–for two reasons
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...Notes You Need for December 15: U.S. Treasuries, Mexican peso
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