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Trick or trend: Emerging markets don’t like the jump in U.S. Treasury yields

Trick or trend: Emerging markets don’t like the jump in U.S. Treasury yields

March 7, 2021 | Daily JAM, Friday Trick or Trend | 0 comments

Cash flows for emerging market stocks turned negative in the last week of February, according to the Institute for International Finance. Cash flows for emerging market debt turned negative last week. The data show daily outflows of $290 million in the last week. That compares to daily inflows of about $325 million in February.

China trade talks resume–with a notable lack of momentum

China trade talks resume–with a notable lack of momentum

February 19, 2019 | Daily JAM, Volatility | 0 comments

The latest round of U.S.-China trade talks resumed today in Washington. The Trump administration's March 1 deadline continues to walk nearer--although everyone on Wall Street expects that President Trump will decide good progress has been made and will extend the...
Adding yen exposure to Jubak Picks and Volatility Portfolios

Adding yen exposure to Jubak Picks and Volatility Portfolios

January 3, 2019 | Daily JAM, FXY, Perfect Five-ETFs, Stock Alerts | 1 comment

On December 27 I switched to the  Invesco Currency Shares Japanese Yen ETF (FXY) from the Vanguard FTSE Developed Markets ETF (VEA) in my Perfect 5 ETF Portfolio in an effort to get more yen exposure and a little more safety during this Bear market. Tomorrow I'm going...
Adding yen exposure to Jubak Picks and Volatility Portfolios

European markets sink into bear today; I’m switching back to yen and selling the euro in my ETF Portfolio

December 27, 2018 | Daily JAM, FXY, Perfect Five-ETFs, VEA, Volatility | 0 comments

Back on October 3 I switched from the  Invesco Currency Shares Japanese Yen ETF (FXY) to the Vanguard FTSE Developed Markets ETF (VEA) in an effort to get a little more performance out of this slot in my Perfect 5 ETF Portfolio. (This ETF invest in both Japan and...
Adding yen exposure to Jubak Picks and Volatility Portfolios

Sell Invesco Currency Shares Japanese Yen in my Perfect Five ETF Portfolio

October 3, 2018 | Daily JAM, FXY, Perfect Five-ETFs, Stock Alerts | 0 comments

As I wrote in the Bonus ETF section of my recent Special Report: 10 Picks for the Emerging Market Bounce I'm selling the Invesco Currency Shares Japanese Yen ETF (FXY) out of my Perfect Five ETF Portfolio. I added this to the portfolio on July 17, 2018 to give me more...
UK “Brexit election” no longer looks like a lock for Tories; pound gets nervous, very nervous

UK “Brexit election” no longer looks like a lock for Tories; pound gets nervous, very nervous

May 31, 2017 | Daily JAM, Volatility | 0 comments

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...

Trump administration doubles down on travel ban crisis by firing acting Attorney General

January 30, 2017 | Daily JAM, Short Term | 7 comments

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...

Trump talks down the dollar–and U.S. stocks

January 17, 2017 | Daily JAM, Morning Briefing | 0 comments

The U.S. dollar fell today after President-elect Donald Trump told the Wall Street Journal that the U.S. currency was too high–in part because China holds down the price of the yuan. On the comments the Bloomberg Dollar Spot Index was down 1.1% as of noon New York time.

There goes the neighborhood: In one interview Trump bashes both the EU and NATO

January 16, 2017 | Daily JAM, Morning Briefing, Short Term | 2 comments

In an interview with the London Times and Germany’s Bild President-elect Donald Trump managed to dismiss the European Union as a tool for expanding German exports and to label NATO as obsolete. Shares of German automakers and British pound are hit

Trick or Trend: Pound drops and markets bet on bigger fall ahead of Prime Minister’s speech

January 15, 2017 | Daily JAM, Friday Trick or Trend | 0 comments

In overnight trading in Asia the pound fell against the dollar, dropping below $1.20 for the first time since October’s flash crash. The immediate cause was a report in the Sunday Times that in a speech scheduled for Tuesday U.K. Prime Minister Theresa May will say that the United Kingdom is prepared to headed for a Hard Brexit

China’s export engine falters again

January 13, 2017 | Daily JAM, Morning Briefing | 0 comments

Thanks to the 6.5% drop in the yuan against the dollar in 2016 and the 6% decline in the yuan against a benchmark basket of currencies, China’s dollar denominated exports fell 6.1% in December.

Notes You Need for January 12: Venture capital, Brazil, engineering and construction stocks, Saudi Arabia, VIX, UVXY, South China Sea

January 12, 2017 | Daily JAM, VIX | 0 comments

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...
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