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Posts Tagged ‘emerging markets’

Saturday Night Quarterback (on a Sunday) says, For the week ahead expect…

... central bank week. The Federal Reserve announces changes to U.S. benchmark interest rates on Wednesday, December 11. The central bank is expected to keep rates at current levels. The European Central Bank meets a day later, on Thursday, December 12. It too is expected to leave interest rates and the terms of its current […]

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People’s Bank adds $126 billion in liquidity to Chinese economy

With China's economy expected to slow further in September after poor results in July and August, the People's Bank of China cut the amount of cash that banks must hold as reserves to the lowest level since 2007.  The required reserve ratio for all banks will be lowered by 0.5 percentage points as of September […]

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Step #3 Adding more risk hedges in my Special Report on getting ready for the next Big One

As I wrote in my August 26 post "Risk and uncertainty soared on Friday--and not for the reasons you might first think" I think that Friday's retaliatory tariffs from China and then the Trump administration's retaliation to the retaliation--plus rhetoric from President Donald Trump that asked if former good friend Xi Jinping was as big […]

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Selling Emerging Markets ETF out of my ETF Portfolio on Monday

In an ideal world, I would have finished my Special Report on the Crisis in Global Capitalism On my subscription JubakAM.com site by now so I could place this sell--and the coming buy of a Treasury ETF--in the context of that crisis. But this isn't an ideal world. That Special Report has taken way longer […]

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Adding more Utilities, cutting Emerging Markets in ETF Portfolio

Now that the Federal Reserve has decided to slow the pace of its interest rate increases in 2019--perhaps ultimately all the way to one or none--I think it's time to up the utilities exposure in my Perfect 5 ETF Portfolio. Especially since in this market I'm looking for safety. So today I'm increasing the allocation […]

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Overnight S&P 500 futures show markets cheering Trump-Xi results

Just about everything was up in the overnight market. Asian stocks climbed. So did the Australia dollar and the Chinese yuan. And, importantly for U.S. investors, the S&P 500 index futures gained 1.5% in overnight trading. Emerging market currencies were all strong with those of South Africa, Turkey, and Mexico all gaining.  

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Trump and Xi agree trade meeting was a “success”–time for a re-post of my 5 picks for the “bigger bounce”

The results are good enough. At their dinner meeting at the Group of 20 meeting in Buenos Aires U.S. President Donald Trump and Chinese President Xi Jinping made enough progress to take more of the risk of a U.S.-China trade war out of global financial markets. I think this clears the way for a continuation […]

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Stocks climb on news that U.S. and China talking again on trade

It's certainly a long way from here to an agreement on trade between the United States and China, but news that the two sides are talking again has boosted stocks in New York. After all, there can't be any agreement if the two sides aren't talking and without some kind of preparatory work there's no […]

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U.S. dollar continues to climb, creating downdraft for emerging markets and oil, and supporting Treasuries

The U.S. Dollar Spot Index (DXY) is up again today, climbing 0.66% to 97.053. Since the index that tracks the dollar against six other major trading currencies bottomed for 2018 back on February 15, the dollar has gained 8.72%. The bulk of those gains are even more recent with the dollar up 7.76% against the […]

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Buying Naspers in my Jubak Picks Portfolio

As I wrote in my Special Report: "10 Picks for the Emerging Markets Bounce," I'm adding Naspers (NPSNY) to my Jubak Picks Portfolio. It's unlikely that you know much about this South African Internet giant--after all no U.S. analysts follow the stock despite its $100.7 billion market cap. Most of Nasper's value comes from its […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.