Add Brazil to a growing list of economies in recession or near recession
Brazil's central bank released a key gauge of economic activity today that signaled that it's likely Brazil fell into recession in the second quarter. The country’s economy activity index, which is a proxy for gross domestic product, fell 0.13% in the second quarter...
Emerging market crisis pulls in India, Indonesia
The bad news is that the emerging market crisis that has sent financial markets plummeting in Argentina, Turkey, and Brazil has added India and Indonesia to its list of victims. The good news is that the inclusion of India and Indonesia is exactly what analysts and...
It’s back–the emerging market crisis that shook global markets just two weeks ago
Remember that emerging market crisis that whacked 10% out of the iShares MSCI Emerging Markets ETF (EEM) between July 31 and August 15--and even produced some anxiety in U.S. markets as the Standard & Poor's 500 fell 2.1% from August 7 through August 15? Well,...
Brazil looks to be only part way through its car wreck so I’m selling my Brazil ETF
Back when I bought the iShares MSCI Brazil Small Cap ETF (EWZS) the idea was that Brazil was in comeback mode with interest rates and inflation coming down. By buying the small cap ETF in my Volatility Portfolio rather than the big-cap iShares MSCI Brazil ETF (EWZ)...
Time to further lighten up on emerging markets: Selling Arcos Dorados out of Jubak Picks
Back when emerging markets started to break down, I sold my positions in Argentina. Then it looked like the damage might be limited to that country. Not though it's clear that the whole sector is under pressure and that investors trying to avoid the next breakdown...
Emerging markets “emerging” as focus of worry over trade, strong dollar, credit crunch
If you can't tell from the cascade of negative commentary, you certainly should be able to tell from trend in share prices: emerging markets have become the focus of current worries about global trade, the effects of a strong dollar, and the potential for a credit...
Notes You Need for August 23: Amazon vs Google/Wal-Mart, Brazil, Electrobras, sector rotation
10:20 a.m.: Alphabet (GOOG) and Wal-Mart (WMT) are teaming up to fight Amazon (AMZN). Shoppers will be able buy Wal-Mart products on Google Express using, the partners hope, the voice-controlled Google Home and Google Assistant on Android smartphones. You can tell how deeply this partnership concerned the market: Shares of Amazon closed down 0.92% in the regular trading session and then climbed 0.23% in after hours action. 10:40 a.m.: The Brazilian government will sell a controlling stake in Latin America’s biggest electricity generator, Electrobras.
Trick or Trend: What?! Could we actually get budget reform in Brazil?
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Brazil’s Supreme Court prevents quick end to political chaos; plus three picks for your watch list
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Trick or Trend: Downgrades, bank resignation mark next stage in Brazil’s crisis
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Notes You Need for May 22: DAL, Facebook, MCD, auto loans, gold, silver, dollar, euro, Brazil, interest rates
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...Dip-O-Meter Posts
