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...Draghi disappoints–here’s what I think the ECB’s non-action today means going forward
The euro is irreversible. High yields are unacceptable. And, yes, the European Central Bank will resume buying Spanish and Italian government bonds as soon as it can work out which bond holders will be get paid back first. Yep, that was the sum total of the action from the European Central Bank
Fed says little and does nothing–now we can all wait for the European Central Bank to speak tomorrow
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...China takes another step toward stimulus while the markets wait for the ECB and Draghi on Thursday
The latest news came yesterday when China’s Ministry of Railways said that it will spend 470 billion yuan ($74 billion) on railroads and bridges this year. That’s the second increase in railway spending plans in July. The increase wasn’t the subject of a government press release, but was “announced” in a ministry bond prospectus.
The more Mario Draghi moves from vague talk to specific proposals, the more likely global stock markets will be disappointed on August 1
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...Expect the euro debt crisis to push up revenue and profits at Euro exporters–here are 3 early picks
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...Today’s rally is built on traders deciding to avoid event risk after Draghi says the ECB will defend the euro
ECB President Draghi’s comments this morning reminded traders that the central bank meeting is just a week away and that the European Central Bank could take action that would put everybody who has made money in recent weeks betting against the euro, and Spanish and Italian bonds, and European stocks in danger of giving back all or most of their gains.
Spain successfully auctions short-term debt but the 10-year yield climbs to a new euro era record
This was the easy auction since the amount was small and the maturities short. The big challenge will come will Spain has to sell bonds on August 2. The big problem comes in October when Spain has to sell 27 billion euros of debt to replacing maturing issues
The dominos keep falling in the euro debt crisis–and I don’t see anything that can stop the cascade short of a move by the ECB and the Fed in early August
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...Bad news out of Spain today sends euro crisis to new level of fear
It’s hard to say what’s worse in the markets’ estimation, new projections from Madrid that the economy will contract rather than expand in 2013. Or news that the regional government of Comunitat Valenciana is asking Spain’s central government for a bailout of as much as 3 billion euros.
Jim’s Stock Alerts
Download Jim’s eBook for Free
