Market doubts increase about China’s ability to turn growth trend around
With Chinese President Xi Jinping starting a state visit to the United States, can you really imagine officials back in China letting Chinese markets go down?
Why this emerging markets crisis may be different–less like a heart attack and more like chronic heart disease
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...Fed does nothing but speaks clearly–comments likely to increase pressure on emerging markets
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...Why global markets are so afraid of what’s happening in Russia
Russia’s troubles have become a key mechanism for turning the bear market in oil into a bear market for stocks, bonds, and currencies in emerging markets because of the country’s recent financial history
Today’s the day the bears are having their picnic
Take last week’s fears that the drop in oil prices was a sign of a slowdown in global growth and add a plunge in the ruble and you’ve got a market where the bears feel free to roam.
Dilma’s re-election sinks Brazilian stocks–decline isn’t over either
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...Sell Vale on another pre-election bounce in Brazil
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...Brazil’s Rousseff continues to sink in the polls and Brazil’s stocks continue to rally
Brazil’s Bovespa index rose for a third straight day and is now up 28% from the low on March 14. Traders seem to believe that anyone would do a better job running the Brazilian economy than Rousseff
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...Oil prices take a pause after a $4 a barrel gain on Iraq chaos; emerging markets stumble, though
So why haven’t oil markets panicked on the most recent news from Iraq? After all most projections of global oil demand and supply over the next decade count on Iraq’s oil industry to provide about 60% of OPEC’s (Organization of Petroleum Exporting Countries) increases in production during that period.
Good or bad news: China’s manufacturing sector strengths slightly
Is the move up in the Purchasing Managers’ Index from the National Bureau of Statistics and the China Federal of Logistics and Purchasing to 50.8 in May from 50.4 in April good news because it shows that China’s economy will increase its demand for raw materials? Or is the move up bad news because it delays a decisive change in monetary policy from the People’s Bank?