August 22nd, 2020, 4:38 PM
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Saturday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Of course, it will. The weak dollar--the Dollar Spot Index (DXY) is now down 3.26% […]
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August 4th, 2020, 1:31 PM
The weak dollar of the past few months has been a boon to emerging market assets. It has made the dollar-denominated interest payments that many companies in these economies need to make cheaper in local currency terms. It has helped support financial assets in emerging markets as U.S. dollar investors see prices rising in dollar […]
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March 27th, 2020, 5:01 PM
We won't know until March 31 when he purchasing managers' indexes for China are released but it looks like China will see its first quarterly contraction of its economy in decades and the weakest year since 1976. The problem is that just as Chinese factories are going back into production after the country's coronavirus shutdown, […]
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December 18th, 2019, 4:51 PM
I don't know whether you've been able to hear it over all the other market noise--All the shouting on Brexit, for example--but there is a distinct and increasingly loud call from Wall Street that 2020 is the year to get back into emerging market assets. I don't happen to agree with a lot of the […]
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December 8th, 2019, 4:49 PM
... 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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September 6th, 2019, 4:48 PM
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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August 30th, 2019, 2:05 PM
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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December 26th, 2018, 4:59 PM
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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December 2nd, 2018, 10:22 PM
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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