The March jobs report welcomes back Goldilocks
Just enough weakness in the report–the number of Americans working part-time but looking for full-time work rose by 135,000 to 6.12 million, the highest since August–to let the market believe that any interest rate increase will be modest and is a long way off. And just enough strength–215,000 new jobs added in March–to keep up confidence in the U.S. economy.
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...That’s not priced in–2 Fed officials say April interest rate increase is warranted
Is the possibility of an interest rate increase at the Federal Reserve’s April 27 meeting back on the table?The markets say “No way, Janet.” The futures market gives an April increase just 8% odds.
In the longer term is this emerging market rally ahead of itself or is it the time to buy?
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...In the short run a dovish Fed sets off a rally in risk assets today
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...
A dovish Fed on interest rates turns a down day for commodities and emerging markets into an up day
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...Economic news from China is setting market direction now–and the direction is down
Commodity prices have decided they can’t climb until demand for oil, iron ore, copper and pretty much everything else picks up in China
Trick or Trend: Emerging market stocks too early or just right?
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...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...Chinese inflation comes in lower than expected–five effects on financial markets
Consumer inflation in China rose in October at just a 1.3% rate year over year. That was the lowest rate since May. Economists had expected an increase of 1.5%
Emerging market fears on a Fed rate increase drive the markets down today
Emerging market assets are down big today on fears that a stronger dollar will send cash flowing out of those emerging market stocks and bonds and currencies.
Jim’s Stock Alerts
Download Jim’s eBook for Free
