August 6, 2012 | Daily JAM, Morning Briefing, Short Term |
Looking at the expected data from Germany and China that starts to arrive on Wednesday, the big question is will global financial markets see numbers indicating weaker economic growth as a plus or a minus? In the last few days the market seems to have swung back to the view that weaker growth is a plus since it increases the odds for central bank action in China, Europe, and the United States.
August 6, 2012 | Daily JAM, Videos |
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August 1, 2012 | Daily JAM, Morning Briefing |
When the Chinese government talks, China’s stock markets still listen. Let’s see if the Federal Reserve—due to speak today—and the European Central Bank—due to speak tomorrow—have anything like this clout. Despite data showing that the Chinese economy continues to slow, stocks rose today in Hong Kong and Shanghai on a government pledge that maintaining stable growth is still the government’s top priority.
July 31, 2012 | Daily JAM, Stock Alerts |
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July 31, 2012 | Daily JAM, Morning Briefing, Short Term |
The latest news came yesterday when China’s Ministry of Railways said that it will spend 470 billion yuan ($74 billion) on railroads and bridges this year. That’s the second increase in railway spending plans in July. The increase wasn’t the subject of a government press release, but was “announced” in a ministry bond prospectus.
July 25, 2012 | Daily JAM, Morning Briefing, Short Term |
Yesterday the July report of the flash index of China’s purchasing managers in the manufacturing sector showed a rise to 49.5 from 48.2 in June. That brings the index close to the 50 level that divides expansion from contraction in the sector, and while still leaving the index on the contraction side of 50, it marks the best level for the index since February.
July 23, 2012 | Daily JAM, Morning Briefing, Short Term |
Chinese stocks plunged overnight on news that an advisor to the People’s Bank of China had predicted that China’s economy would grow by just 7.4% in the third quarter. This is only important if you’re a gambler rather than an investor–which, of course, means that the very short-term reaction by China’s markets was intense
July 19, 2012 | Daily JAM, Mid Term |
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July 19, 2012 | Daily JAM, Stock Alerts |
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July 13, 2012 | Morning Briefing |
Economic growth in China continued to slow—as expected—with second quarter GDP, announced today, growing at a 7.6% annual rate. That was down from the 8.1% rate in the first quarter and from 9.5% in the second quarter of 2011. But it was what economists had been projecting in the last few days.
July 10, 2012 | Daily JAM, Morning Briefing, Short Term |
China has moved from worrying high inflation (a high of 6.4% in June 2011) to worries of deflation in just a year. Consumer prices dropped 0.6% in June from May. Consumer prices were up at just a 2.2% annual rate.
June 11, 2012 | Daily JAM, Videos |
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