Stocks in China and Brazil fall and start to get “interesting”
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...The Fed’s gambling that higher commodity prices will damp inflation by slowing the economy–but not by so much that job growth comes to a halt
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...German inflation climbs, raising the odds for another euro interest rate increase–and dollar, natch, falls on the news
Germany’s annual inflation rate climbed to 2.6% in April. That’s up from 2.3% in March and marks the fastest pace for German inflation in more than two years.
By continuing its promise to keep U.S. interest rates low for “an extended period” the Fed has raised global inflation danger
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 weather in the U.S. farm belt will stoke food price inflation just when we need falling prices
With wheat and corn prices already near record highs and with projections for end of season stockpiles calling for record lows, weather reports from the U.S. grain belt point to below normal yields and slower than usual planting.
Negative real interest rates say most emerging markets aren’t ready to end rate-increase cycle; exceptions include Chile and 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...European Central bank raises interest rates and signals more increases ahead
This morning the European Central Bank raised its benchmark interest rate to 1.25% from 1.00%. The financial markets are now looking for another interest rate increase in a month or two and for two or more increases to 1.75% by the end of 2011.
How high already record corn prices go depends on the price of oil
On Friday, April 8, the commodity markets worry, the U.S. Department of Agriculture could release new projections showing that by the end of August U.S. corn stocks will equal just four days of supply. The USDA could cut its projections to 525 to 575 million bushels. The all-time end of season inventory low was 426 million bushels in August 1996.
The People’s Bank of China raises reserve requirements again to continue inflation fight
Today, March 18, China’s central bank raised reserve requirements for the country’s biggest banks by another 0.5 percentage points to 20%, effective March 25. In their judgment the disaster in Japan won’t knock enough off global GDP in the months ahead to relieve inflationary pressures in China’s economy.
China’s whack-a-mole problem–maybe bank lending is under control but other kinds of loans seem to be taking up the slack
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 decides to do away with its quota-busting bank lending problem by doing away with the …quota
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...Jim’s Stock Alerts
Download Jim’s eBook for Free
