Weak dollar and weak yen–how long do these trends run?
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...What surprises could Wednesday’s Fed meeting bring?
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...Bottom approaching: sentiment gets more negative on emerging markets and gold
Looking for a bottom in emerging market stocks and gold, two of the worst performing assets in 2013? Sentiment continues to go from negative to negativ-er. In Bloomberg survey 25% of respondents picked Brazil as either the worst or next to worst market in the world over the next year. A huge 35% picked India. Gold, down 22% in 2013, got a thumbs down–and $1050 target price–from Goldman Sachs.
10 stocks for a “difficult” market
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...Japan, China, Asia markets start week on a roll
The week has certainly started out very well for Japan. And indeed for Asian financial markets. First, Tokyo was announced as the site of the 2020 Olympic summer games. Shares of property developers went bonkers overnight on the news.
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...Your 10-step guide to currencies and emerging stock 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...Where’s meaningless rhetoric from central banks when you need it?
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...A second day for the emerging market bounce
Since the low on August 21 through the August 23 close the iShares MSCI Emerging Markets ETF (EEM) has climbed 2.8%. What’s most interesting to me, though, is the differentiation in the emerging markets group.
Emerging markets: I think we can call this a crisis
Emerging market currencies continue to drop. The Indonesian rupiah sinks to its lowest level since 2009. The Indian rupee hits a new record low. The Turkish lira falls another 0.8% against the dollar. The Brazilian real drops to its lowest level since March 2009. Central bank actions haven’t been able to stem the decline