March 5, 2018 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A representative item resembles this from today: “10:20 a.m.: Shares of soybean giant Bunge (BG) are up 3.75% today on a Reuters report that agricultural investor Continental Grain plans to push Bunge to a deal to sell itself to Archer Daniels Midland (ADM) or another buyer. Continental has increased its position in Bunge according to a filing with the U.S. Federal Trade Commission. Archer Daniels reported approached Bunge about a takeover in January. Last year Bunge rejected an offer from commodity trader Glencore.”
January 25, 2018 | Daily JAM, Morning Briefing, Short Term |
The dollar continued its fall today after European Central Bank president Mario Draghi voiced minimal concern over the rise in the euro. That currency topped $1.25 for the first time since 2014. The MSCI Emerging Markets Currency Index jumped 0.9%, its biggest leap in more than a year.
September 22, 2017 | Daily JAM |
Even after the Federal Reserve said it aimed to raise interest rates once more in 2017 and then three times in 2018–and scheduled the drawn down of its balance sheet for an October start, the U.S. dollar has been unable to stage a convincing rally.Â
September 7, 2017 | Daily JAM, EFNL, Morning Briefing |
At today’s meeting the European Central Bank announced that it would leave interest rates in negative territory and continue to buy debt assets at the current monthly rate. In his post-meeting press conference ECB president Mario Draghi noted that despite an increase in economic growth in the EuroZone to 2.3% year over year in the second quarter, the bank has yet to see a sustained increase in the rate of inflation that would lead to a change in policy.
August 22, 2017 | Daily JAM, Notes You Need |
10:20 a.m.: The euro is trading down today after the latest ZEW sentiment surveys for the Eurozone and Germany both missed expectations. The German report that a stronger euro was hitting exports. The euro traded below the recent $1.18 price against the dollar. 10:40 a.m.: There’s not much leaking out about the Republican plans for a tax cut but one idea apparently being passed around would change the accounting for things like expiring tax breaks in order to give the authors of any tax bill rom for about $450 billion in tax cuts that wouldn’t need to be offset with revenue increases.
July 23, 2017 | Daily JAM |
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July 20, 2017 | Daily JAM, Morning Briefing |
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July 9, 2017 | Daily JAM |
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June 30, 2017 | Daily JAM, Notes You Need |
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June 21, 2017 | Daily JAM, Notes You Need |
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June 12, 2017 | Uncategorized |
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June 8, 2017 | Daily JAM, Morning Briefing |
At today’s meeting The European Central Bank dropped language saying that interest rates might fall further from its post-meeting statement. In April the bank had said that interest rates would remain at “present or lower levels for an extended period of time.” Today’s statement only says that interest rates would remain at “present levels for an extended period of time.”
