May 13, 2015 | Daily JAM, Morning Briefing, Short Term |
Today’s pattern is a familiar one lately: Negative news on the U.S. economy sends the dollar lower, which pushes the euro higher, which leads to downward pressure on European stocks on fears that a stronger euro will hurt European exports
May 12, 2015 | Daily JAM, Short Term, Volatility |
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May 9, 2015 | Uncategorized |
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May 7, 2015 | Daily JAM, Mid Term, Volatility, You Might Have Missed |
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May 6, 2015 | Daily JAM, Morning Briefing |
Today, May 6, the European Central Bank threw Greece a very thin lifeline by extending an extra 2 billion euros in emergency liquidity to Greek banks
May 4, 2015 | Daily JAM, Morning Briefing, Short Term |
I’ll excuse anyone who thinks this coming week won’t see the last act in the Greek debt crisis. But the country faces a daunting list of deadlines that could mark a final climax in the drama
May 1, 2015 | Daily JAM, Morning Briefing, Short Term |
The U.S. dollar is up today to end a decline that stretched back to April 14. In that period the Dollar Index (DXY) has dropped 4.2%
April 29, 2015 | Uncategorized |
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April 27, 2015 | Daily JAM, Morning Briefing, You Might Have Missed |
Growth is falling; inflation forecasts are down, but the Bank of Japan seems likely to do nothing to increase asset purchases or stimulus
April 25, 2015 | Short Term |
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April 20, 2015 | Short Term, Volatility, You Might Have Missed |
The default today, April 20, of Chinese real estate company Kaisa Group Holdings, the first ever in China’s real estate sector, is a big deal for two reasons.
April 9, 2015 | Daily JAM, Morning Briefing, Short Term |
A day with no news can be a meaningful indicator of the underlying trend in an asset and I think that’s what we’re seeing today with the dollar. I think we’re seeing the end of the euro bounce
