On Friday the Fed will make it clear what it thought of tonight’s speech by President Trump
Tomorrow morning we’ll see if Trump said enough about the subjects near and dear to Wall Street’s heart–less regulation of the financial sector and lower corporate taxes–to keep the post-Trump-victory rally going. But the real important reaction, the one that I’ll be watching most closely will come from the Federal Reserve
Facebook’s seasonal pattern points to a down month in March
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...In fourth quarter Albemarle tripled lithium quota in Chile
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...Merck writes off $2.9 billion it spent on hepatitis C drug purchased in 2014; here’s who to watch in the biotech sector after this news
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 February 27: Infrastructure, natural gas, Brexit
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...Needed: More confidence in business investment
If the Trump administration is going to get the economy growing at something better than the 1.6% growth in GDP recorded in 2016, it’s going to need businesses to invest in new plants and new equipment–the stuff needed to make more stuff. Which is why the January report on durable goods order released today by the Department of Commerce is a little worrying.
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...Now the big question for oil shares: When does the world hit peak oil demand?
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...So which is it? Is China a currency manipulator or not? Trump administration can’t make up its mind
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 February 24: Gold, U.S. dollar, French elections, RIG, Treasury rally, rig count
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...New home sales slightly lower than forecast in January; weakness at lower end of market
Sales of new homes climbed in January from December’s disappointment–climbing 3.7% to a 555,000 annualized rate–but still fell short, modestly, of forecasts. Economists surveyed by Bloomberg were looking for an annualized rate of 571,000. I don’t think there’s anything in these numbers to cause a revision in thinking about interest rates at the Federal Reserve.