Saturday Night Quarterback says, For the week ahead expect…
Trade. Trade. Trade. Trade will dominate the headlines and set the direction for U.S. and Chinese stocks. Stocks rose last week on any rumor of movement in the U.S.-China trade talks. Friday's rally, for example, was build on optimism generated by news that U.S. and...
Markets worry about everything this morning–especially bank and energy stocks
I dare you to find something global financial markets aren't worried about. And, moreover, many of the worries are re-enforcing each other today. So, for example, we've got U.S. Trade Representative Robert E. Lighthizer, saying on Sunday TV the the 90 day trade truce...
A bad day for European currencies
The pound is down today against the dollar on Brexit fears. And the euro is also lower against the U.S. currency on a surprise slump in German economic growth. Not good news for U.S. exports to Europe (which get pricier as the pound and euro fall) or for a global...
Notes You Need for November 7: Cash at value funds, Disney talks to Fox, EuroZone retail sales, Wal-Mart’s mobile app vs Apple Pay, Potash merger, SQM, Brexit, consumer credit, COF
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. Blog items are posts like this from today: “12:20 p.m.: China’s Ministry of Commerce has cleared the proposed merger of Potash of Saskatchewan (POT) and Agrium (AGU)–providing diverse its minority positions in Arab Potash and Sociedad Quimica y Minera de Chile (SQM) within 18 months.”Â
Notes You Need for October 18: Brexit, Australia ditches clean energy, NAFTA and peso, PC sales growth, housing starts, electric Cummins
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. I launched this new feature on JubakAM.com on December 1. It runs only on JAM and won’t appear anywhere else. The blog includes items such as this from today: “11:20 a.m.: NAFTA worries take a  bite out of Mexican peso with the currency down 7% against the dollar in the last month. At 19 pesos to the dollar, the currency is still above the 21 pesos to the dollar level it sunk to at the beginning of the year. Still this isn’t goo background as the country heads into a presidential election scheduled for July 1, 2018.”
Notes You Need for August 1: Inflation, London after Brexit, auto sales, F, GM, ISM manufacturing
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 July 21: QCOM, INTC, dotcom peak, digital ads, C, Brexit, WFM, Wall Street trading revenue, CSX, coal
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...
Surprise! After French first round vote, it looks like the center will hold in the EuroZone.
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...
Markets survive Thursday (Comey, Brexit, ECB) and analysts unleash flood of upgrades
Financial markets today shrugged off testimony from fired FBI director James Comey, a stunning election rebuke of Prime Minister Theresa May in UK elections, and a lack of news from the European Central Bank yesterday. The Standard & Poor’s 500 stock index is up 0.14% as of 12:30 p.m. New York time today. The only exception to the calm is the pound, which has tumbled almost 2% against the dollar
Anticipation of Super Thursday shifts market into neutral
On Wall Street they’re calling it Super Thursday and it has frozen financial markets in their tracks.
UK “Brexit election” no longer looks like a lock for Tories; pound gets nervous, very nervous
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...Download Jim’s eBook for Free
