December 11, 2013 | Daily JAM, Morning Briefing |
The dollar is down agains the yen and the euro, but it looks to be stabilizing on worries that Japan’s economy is weak enough to bring the Bank of Japan back into action and on uncertainty about economic news from the EuroZone set for release tomorrow
December 3, 2013 | Daily JAM, Morning Briefing |
The yen is taking a bit of a breather today after hitting a six-month low against the U.S. dollar yesterday. Today’s slight rise in the yen—0.57%–takes the yen to 102.37 to the dollar. Japan’s currency is down 14% for 2013 against the U.S. dollar.
November 12, 2013 | Daily JAM, Morning Briefing |
Remember when developing economy currencies and emerging market stocks fell as bets that the Federal Reserve would begin to taper off its $85 billion in purchases of Treasuries and mortgage-backed assets sooner rather than later caused the U.S. dollar to climb? Here we go again
October 31, 2013 | Daily JAM, Morning Briefing |
I think putting money into Japan on a forecast that the yen will be weaker in six months than it is today is still likely to pay off. But the trade is certainly not as simple as it was earlier in 2013
October 19, 2013 | Uncategorized |
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September 19, 2013 | Short Term |
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September 8, 2013 | Uncategorized |
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September 3, 2013 | Daily JAM, Short Term |
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August 19, 2013 | Daily JAM, Morning Briefing |
The tilt toward U.S. stocks and away from emerging market equities got even more extreme in July. Investors sent $32 billon to U.S. equity ETFs in July, the most since September 2008 while keeping withdrawals from emerging-market stock ETFs on a pace for the biggest annual outflow since 2000. This comes despite a huge valuation gap between U.S. and emerging market equities.
July 9, 2013 | Daily JAM, Videos |
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May 11, 2013 | Short Term |
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April 11, 2013 | Mid Term |
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