February 28, 2017 | Morning Briefing, Short Term |
Tomorrow morning we’ll see if Trump said enough about the subjects near and dear to Wall Street’s heart–less regulation of the financial sector and lower corporate taxes–to keep the post-Trump-victory rally going. But the real important reaction, the one that I’ll be watching most closely will come from the Federal Reserve
February 23, 2017 | Daily JAM, Morning Briefing, Short Term |
Odds from the Fed funds futures market are now pricing in a 63% chance of a May 3 increase in interest rates from the Federal Reserve. At the beginning of February odds of a May increase were just 49%. Odds are 38% for a move on March 15 and 75% for a June 14 increase.
February 15, 2017 | Daily JAM, Morning Briefing, Short Term |
Inflation, as measured by the Consumer Price Index, rose in January by a larger than forecast 0.6%. That’s a pickup from the 0.3% rise in December and brings the 12-month inflation rate to 2.5%, the highest since March 2012.
February 13, 2017 | Uncategorized |
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February 6, 2017 | Daily JAM, GDXJ, VIX, Volatility |
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February 3, 2017 | Daily JAM, Morning Briefing |
Put the numbers all together and the economy is just booming along but there’s not the kind of wage inflation that would push the Fed to raise interest rates quickly. Welcome back Goldilocks, where the market is neither too cold nor too hot, but just right.
February 1, 2017 | Daily JAM, Short Term |
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January 27, 2017 | Uncategorized |
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January 25, 2017 | Daily JAM, Mid Term |
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January 24, 2017 | Daily JAM, Morning Briefing |
DR Horton led home building stocks higher, rising 5.43% as of 1 p.m. New York time, after showing a 31% jump in net income in earnings reported this morning before the market opened. The company also guided Wall Street to expect a strong selling season this spring.
January 18, 2017 | Daily JAM, Morning Briefing |
Both the headline CPI and the Core CPI are now above the Federal Reserve’s inflation target of 2%. The year-over-year increase in the headline CPI now shows the largest 12-month increase since the period that ended in June 2014.
January 14, 2017 | Uncategorized |
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