Do markets seem a little nervous today?
It’s not like anything momentous happened over the weekend. It didn’t. But if you’re inclined to read tealeaves, the implications of this weekend are unsettling. Which seems to have affected the financial markets today.
Notes You Need for March 16: French stocks, German stocks, Bank of Japan, housing starts, initial claims, ORCL, NVDA, gold, oil, natural gas
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...Oil initially declines as inventories show bigger build than expected; but National Security Advisor’s remarks on Iran upend market
National Security Advisor Michael Flynn read a statement saying the Trump administration was “officially putting Iran on notice” that it is paying attention to what it called “defiance” of nuclear agreements with its test launch of a ballistic missile. The launch ended in failure when the missile blew up about 600 miles into its flight. West Texas Intermediate, which had traded as low as $52.89, rebounded to close at $53.57 a barrel, up 1.44%.
Oil is likely to stay above $50 but not to go much higher on OPEC compliance with production cuts and increased U.S. output
Yesterday, January 30, oil prices fell as another increase in the number of oil rigs at work in the U.S. met skepticism about OPEC’s ability/willingness to meet its full goal for cutting production
Beyond VIX: 5 more ways to measure, track, and trade volatility
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...Notes You Need for December 16 Updated 5:30 p.m.: steel, infrastructure, NUE, STLD, CMI, DIS, Germany AAA, U.S. oil rig count, Chinese drone seizure
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...How big an oil supply cut do we need to reduce stockpiles? One answer from IEA
Global oil stockpiles will fall by about 600,000 barrels a day in the next six months, the IEA forecasts. That’s six months earlier than the agency had forecast for supply to move to a deficit. But the forecast came with a big “if.”
Pioneer Natural Resources details production plans; I’d look to buy if OPEC/non-OPEC meeting this weekend is a disappointment
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...Markets “put” their faith in the European Central Bank
There’s been the Greenspan put, the Bernanke put, and the Yellen put–the belief that the Federal Reserve would ride to the rescue if U.S. stocks showed signs of struggling. Today let’s add the Draghi put as European stock markets demonstrate their faith that European Central Bank President Mario Draghi will support EuroZone financial markets after Sunday’s big loss in a constitutional referendum vote by Italian Prime Minister Matteo Renzi
OPEC take notice: U.S. oil shale producers are hedging like crazy against a drop in oil prices
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...Notes You Need for December 2 (4:45 p.m. update)–Day 2 of my newest feature on JAM.com
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
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