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 14, 2017 | Daily JAM, Mid Term, Morning Briefing |
Federal Reserve chair Janet Yellen certainly didn’t say anything new in her testimony in front of the Senate Banking Committee this morning. But that in itself was enough to push market expectations for a Federal Reserve interest rate increase higher. The Fed Funds futures market, according to Bloomberg, saw 34% odds on a March interest rate increase after her talk. That was up from 30% before she spoke.
February 6, 2017 | Daily JAM, GDXJ, VIX, Volatility |
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February 3, 2017 | Daily JAM |
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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 23, 2017 | Daily JAM, Short Term |
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January 23, 2017 | BABA, Daily JAM |
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January 19, 2017 | Daily JAM, Morning Briefing |
Confronted with German criticism of the asset buying stimulus program at the European Central Bank and German fears of resurgent inflation, bank president Mario Draghi advised patience today. “As the recovery will firm up, rates will go up as well,” Draghi told reporters after today’s meeting of the central bank’s board of governors.
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 16, 2017 | Uncategorized |
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January 14, 2017 | Uncategorized |
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