October 10, 2019 | Daily JAM, Morning Briefing |
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October 9, 2019 | Daily JAM |
Here's the most important point, to me, from the minutes of the Federal Reserve's September 18 meeting released today. At the meeting the Fed lowered interest rates by 25 basis points for the second time in 2019. “Several participants suggested that the committee’s...
October 9, 2019 | Daily JAM, Morning Briefing |
A Chinese official with "direct knowledge of the talks" has told Bloomberg that China is open to reaching a partial trade deal with the United States. In exchange for the U.S. agreeing not to impose any more tariffs--including two rounds set to take effect in October...
October 8, 2019 | Daily JAM |
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...
October 8, 2019 | Daily JAM |
It quacks like quantitative easing. It walks like quantitative easing. But it's not quantitative easing. According to Federal Reserve chair Jerome Powell anyway. In a speech today, October 8, to the National Association for Business Economics, Powell said the Fed will...
October 8, 2019 | Daily JAM, Morning Briefing, Short Term |
Today the Trump administration put eight of China's technology giants on a blacklist over alleged human rights violations against Muslim minorities. And China signaled that it would retaliate over the blacklist. Foreign ministry spokesman Geng Shuang told reporters...
October 7, 2019 | Daily JAM, Stock Alerts, SWKS |
On Friday, October 4, Japan's Nikkei Asian Review reported that Apple (AAPL) has told suppliers to increase production of their products that go into the new iPhone 11 line by as much as 10% to meet stronger than expected sales. A 10% increase would add 7 million to 8...
October 7, 2019 | Daily JAM, Stock Alerts, TSM |
It's hard to get a handle on exactly how big the market called the Internet of Things will be. Bain Capital sats $520 billion by 2021. McKensey, another consulting company, says $11 trillion by 2021. The huge difference is a result of 1) what these consultant's define...
October 7, 2019 | Daily JAM, Morning Briefing |
Ahead of the resumption of U.S.-China trade talks, Vice Premier Liu He, who will lead the Chinese delegation, is saying that China's newest offer won't include any commitments on reforming China's policies on forced technology transfers or government subsidies to...
October 5, 2019 | Daily JAM |
... busy, busy, busy. Here's what we know to be on tap for the rest of October as of today October 5. U.S.-China trade talks are set to resume on Thursday, October 10. That means a switch from a period when both nations were issuing statements and policy steps...
October 4, 2019 | AAPL, Daily JAM, Friday Trick or Trend |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Friday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Today Japan's...
October 4, 2019 | Daily JAM, Short Term |
Yes, U.S. stocks were up today with the S&P 500 closing higher by 1.10% and the Dow Jones Industrial Average by 1.11%. But that still left the stock market down for the week. And looking at the performance today of risk havens, today's move looks to be a bounce...