February 11, 2020 | Daily JAM, Morning Briefing, Short Term |
Nobody wants to hear that U.S. government and consumer debt aren't sustainable. Not President Donald Trump. Not the financial markets. Today, February 11, Federal Reserve Board Chair Jerome Powell told the House Financial Services Committee that it was important to...
July 31, 2019 | Daily JAM |
Can you connect the dots? No one in Washington seems to be willing to make the effort. On a day when the Federal Reserve said it would cut its benchmark interest rate by 25 basis points and end its efforts to sell some of the bonds in its own portfolio two months...
July 11, 2019 | Daily JAM |
The U.S. budget deficit widened by 23% to $747.1 billion in the first nine months of the fiscal 2019 that started in October 2018 from the same nine-month period in fiscal 2018 period. The budget deficit will exceed 4% of GDP this fiscal year and stay above that level...
October 15, 2018 | Daily JAM, Morning Briefing, Short Term |
If the market were inclined to sell off today, it could have found plenty of reasons. Under the heading of one-off scary stuff, I'd put:Â Continued tensions between the Saudis and just about everyone else over allegations--which look to be true--that the Saudi...
September 14, 2018 | Daily JAM, Notes You Need |
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...
November 9, 2016 | Daily JAM, Mid Term, Morning Briefing |
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