November 14, 2017 | 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 You Need. Items include posts like this from today: “Japanese investment bank Mizuho reports that its field checks of Apple’s (AAPL) Japanese suppliers show slower-than-anticipated improvements in yields for iPhone X components. In particular the 3D-sensing module remains a bottleneck. Yields have improved on the OLED panels for the phone’s screen. Mizuho lowers its forecast for total aggregate production by about 1% and notes that ASPs (average selling price) could come in below forecast. Mizuho notes that in September quarter ASPs at $618 were below consensus of $638.”
October 27, 2017 | Daily JAM, Mid Term |
Before the recently concluded 19th Congress of the Chinese Communist Party, President Xi Jinping had repeatedly stressed his goal of doubling China’s real GDP from its 2010 level by 2020. The goal was absent from Xi’s three-hour speech at the opening of the meeting.
March 6, 2017 | Daily JAM, Mid Term, Morning Briefing, You Might Have Missed |
China’s government has announced its new economic growth target for 2017. At “around” 6.5% it’s just a bit lower than the 2016 target of 6.5% to 7%. China’s GDP grew by 6.7% in 2016. The slight decline in the headline growth target is echoed throughout the government’s planning.
November 14, 2016 | Daily JAM |
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January 4, 2016 | Daily JAM, Morning Briefing, Volatility |
Overnight the Shanghai Composite Index fell 7% before new circuit breakers halted trading on the exchange. Other global indexes followed Shanghai’s lead–without matching all the volatility seen in Shanghai.
January 4, 2016 | Daily JAM, Morning Briefing, Short Term |
China’s official purchasing managers index for manufacturing moved up in December from the three-year low it hit in November, but the index showed remained below 50 showing that the sector remained in contraction.
October 8, 2015 | Daily JAM, Morning Briefing |
Yum! Brands real offense was disappointing the market in some of the places where the market is most susceptible to fear
September 14, 2015 | Daily JAM, Morning Briefing |
Why the shift in market reaction? One possibility is that it’s arbitrary and a reflection of a trendless market. On the other hand, there’s the possibility that it shows an increasing skepticism about the power of central banks (and governments) to guide economies to higher growth.
August 22, 2015 | Daily JAM, Mid Term, Volatility |
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August 7, 2014 | Daily JAM, Morning Briefing, Short Term |
Just when it looked like China’s Shanghai stock market might be staging a sustained rally, momentum and enthusiasm have stalled. And traders are again wondering if Chinese stocks are about to give back all that they’ve gained
July 1, 2014 | Daily JAM, Morning Briefing, Short Term |
Today, July 1,the official purchasing managers index from the National Bureau of Statistics, came in at 51 for June. That is above the 50.8 level of May and a six-month high. The version of the purchasing managers index produced by HSBC and Markit Economics was reported today at 50.7 for June
August 3, 2013 | Uncategorized |
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