August 1, 2019 | Daily JAM |
Today's release of the Purchasing Managers Index for Manufacturing for July got overshadowed by President Donald Trump's announcement that he would impose a 10% tariff on an additional $300 billion in Chinese exports to the United States beginning on September 1. But...
April 4, 2019 | Daily JAM, Short Term |
Why should economists have all the fun? They've got their data heavy, sentiment tracking surveys that attempt to predict the trend in the economy and the possibility of a recession? But if recessions are founded on sentiment--our sentiment--don't we have as good a...
February 14, 2019 | Daily JAM, Morning Briefing, Short Term |
Overall retail sales fell 1.2% in December from November, according to the Commerce Department. That's the worst drop in nine years. Economists surveyed by Bloomberg had projected a 0.1% gain in retail sales. Out of the gate stocks fell today on the news with the...
February 12, 2019 | CMI, Daily JAM, Stock Alerts |
Some companies you listen to because their stocks themselves are good investments--and because of their insight into a big chunk of the economy and trends in the economy. For example, I pay attention to what Deere (DE) says in its quarterly earnings report because the...
February 12, 2019 | Daily JAM |
Those of us trying to figure out not whether the U.S. economy is slowing but how big the slowdown will be are latching on to any data point. This one seems more important than many: Auto loans delinquent more than 90 days rose to 4.47% of total loans in the fourth...
December 13, 2018 | Daily JAM |
Economists surveyed by Briefing.com are expecting the 8:30 a.m. New York time report on November retail sales to show month to month growth of 0.2%. That wouldn't be quite so likely to disappoint the market except that retail sales climbed 0.8% month to month in...
October 21, 2013 | Daily JAM, Mid Term |
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...
October 21, 2013 | Daily JAM, Stock Alerts |
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...