Looking for investible trends? I see two–Japan and the United States–over the next few months
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...Norway’s sovereign wealth fund continue to cut back on European holdings
Norway’s $713 billion sovereign wealth fund continues to move away from developed market debt and developed market currencies. The money that’s been coming out of developed markets has been flowing into emerging markets
Tokyo soars on weaker yen, higher factory output
A perfect storm of positive economic data, a falling yen, and a the nomination of a new pro-stimulus governor for the Bank of Japan sent the Nikkei 225 index up 2.71% overnight. That has helped stock markets across Asia
In the currency wars the yen and pound resume their fall
The Japanese yen resumes its decline as Prime Minister Shinzo Abe looks close to making a choice for the new head of the Bank of Japan, and the British pound picks up speed in its drop
The growing split between the direction of French and German economies endangers euro
Continued signs today that the French and German economies are headed in opposing directions. The core of the EuroZone looks to be split with France now looking much more like Spain and Italy than like Germany.
Yen resumes its decline after a toothless G20 announcement
The New York stock markets are closed today but there was big action in Tokyo overnight. The Japanese yen resumed its decline, falling 0.5% against the U.S. dollar to 93.92 to the dollar. Japanese stocks moved up in reaction with the Nikkei 225 Index gaining 2.09%
Saturday Night Quarterback says, For the week ahead expect…
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...Japan puts its weak yen policy on hold–for a few days
As expected, the Bank of Japan decided to lie low today ahead of tomorrow’s meeting of leaders of the G20 economies. Japan’s central bank kept interest rate policy steady, didn’t increase its asset purchases, and didn’t pour any verbiage on the currency wars fire.
G7, G20, whatever…the yen will get weaker
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...Japan’s Aso talks up the yen before next week’s meeting of G20 leaders
Traders are using comments by Japanese Finance Minister Taro Aso that the yen has fallen too fast as a reason to take profits in Japanese stocks today. The target of Aso’s comments is next week’s meeting of the leaders of the G20
Profiting from combatants and noncombatants in the currency wars
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...Jim’s Stock Alerts
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