September 9, 2016 | Daily JAM, Morning Briefing, Short Term, Volatility |
Today financial markets are anxiously wondering if they need to rethink the assumption of an endless supply of stimulus. Besides yesterday’s non-move and rhetorical silence from the European Central Bank, today the market is reacting to remarks from the Boston Federal Reserve Bank President that waiting too long to raise interest rates would threaten the U.S economy. And to the possibility that the Bank of Japan would like to see higher long-term interest rates
June 28, 2016 | Daily JAM, Short Term |
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April 22, 2016 | Daily JAM, Morning Briefing |
It’s central banks to the front today–but you really need an inside-bank scorecard to understand why markets have reacted as they have to the news/rumors out of the Bank of Japan and the People’s Bank of China this morning.
January 29, 2016 | Daily JAM, Morning Briefing, Short Term, Volatility |
The consensus among traders is that the cut in interest rates by the Bank of Japan makes not just the four interest rate hikes signaled by the Federal Reserve for 2016 unlikely but also any interest rate increase at all
January 27, 2016 | Daily JAM, Short Term |
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January 26, 2016 | Daily JAM, Morning Briefing, Short Term |
The market’s faith in central banks will be tested if the Bank of Japan and the Fed don’t deliver this week. But I will also be watching to see if the market falters a bit even if they do deliver.
November 15, 2015 | Daily JAM, Morning Briefing |
Japan’s economy contracted at an 0.8% annual rate in the third quarter on a drop in business investment and reductions in business inventories
October 26, 2015 | Daily JAM, Morning Briefing |
What a week for news! Here’s my quick day-by-day run down of this week’s news that could move the financial markets
October 3, 2015 | Uncategorized |
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September 30, 2015 | Daily JAM, Mid Term, Morning Briefing |
The People’s Bank of China, the European Central Bank, and the Bank of Japan just can’t get their economies growing fast enough to produce a sustained recovery that would let them step back from using the printing press to stimulate the economy. Only the U.S. Federal Reserve might have built strong enough growth so that it can start to reduce its intervention in the economy—but that still remains an open question.
September 16, 2015 | Daily JAM, Long Term, Volatility, You Might Have Missed |
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June 19, 2014 | Daily JAM, Morning Briefing |
Bond markets in Japan are getting whiplashed as traders try to guess who will be buying how much of what when. Which in turn is pushing around prices of U.S. and European government debt. At the end of the first quarter, the Bank of Japan owned 20.1% of Japanese government bonds outstanding and the bank’s total planned purchases for the 2015 fiscal year amount to 42% of the total issuance
