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.
July 5, 2012 | Mid Term |
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July 5, 2012 | Morning Briefing, Short Term |
Three of the world’s big central banks took action today to add stimulus to local economies—and global stock markets at best yawned. Here’s why
June 25, 2012 | Daily JAM, Stock Alerts |
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June 18, 2012 | Daily JAM, Stock Alerts |
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June 9, 2012 | Uncategorized |
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June 8, 2012 | Short Term |
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June 7, 2012 | Daily JAM, Morning Briefing |
The People’s Bank of China cut interest rates today for the first time since 2008. I think the move adds up to shock without much awe. The shock is that the cut in benchmark interest rates came earlier than expected. But the cut to the benchmark one-year lending rate is just 0.25 percentage points (to 6.31% from 6.56%), so I wouldn’t call it “awe.”
May 25, 2012 | Daily JAM, Morning Briefing, Short Term |
I think the Chinese government is building a public case for some kind of economic stimulus package that goes beyond the steps that the People’s Bank has already taken. And that’s why we’re seeing so many “leaks” of bad economic news
May 21, 2012 | Daily JAM, Long Term |
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May 14, 2012 | Daily JAM, Morning Briefing |
In response to data on Friday showing slower growth than expected—and to the growth rate of China’s economy slipping to 8.1% in the first quarter of 2012 (the fifth consecutive drop in growth)–the People’s Bank cut bank reserve requirements this weekend by another 0.5 percentage points
May 11, 2012 | Daily JAM, Stock Alerts |
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