Mid Term
I don’t think Monday’s drop was the start of a market bust–but the conditions for one are out there
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...Why markets aren’t worried about inflation even as central banks flood the world with money
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...What me worry? Fitch downgrades China and the markets yawn
Yesterday Fitch cut China’s long-term local currency credit rating from AA- to A+. Because of the uncontrolled growth of China’s shadow banking sector, Fitch said, total credit may have reached 198% of GDP by the end of 2012, up from 125% in 2008. Despite the downgrade, the iShares FTSE China 25 ETF (FXI) is up 0.99% as of 12:30 p.m. New York time today.
Forget those growth worries–it’s still a central bank world
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Unintended consequences: Thank cheap central bank cash for the depth and duration of the current commodities slump
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...Looking for investible trends? I see two–Japan and the United States–over the next few months
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...
Why have China’s stocks stopped climbing?
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...The biggest loser in the Cyprus bailout? Could it be Germany’s Angela Merkel?
The biggest contagion effect from the Cyprus bailout is in German politics. The biggest effect could be a further hardening of Merkel’s position on the need to offer Italy, France, and Spain something other than more austerity.
Did Germany effectively kill the euro today?
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...The auditors are back in Athens: Expect the Greek crisis to surface again
The finance minister says Greece is out of the woods just as EuroZone auditors arrive in Athens with a new list of austerity measures for a weak Greek government to approve before it gets its next bit of bailout funding
10 bargains to look for after the next round of the euro debt crisis
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...Jim’s Stock Alerts
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