June 4, 2019 | Daily JAM, Morning Briefing |
Federal Reserve chair Jerome Powell said today that the Fed will do whatever it takes to keep the U.S.economy chugging higher--including a near-term cut in interest rates if needed to offset the negative effects of President Donald Trump's trade and tariff wars. I see...
May 29, 2019 | Daily JAM, Morning Briefing |
U.S. stocks dropped again today with the Standard & Poor's 500 index closed down another 0.69% to 2783.03. U.S. Treasury bonds rallied with the price of the 10-yer bond up enough to push the yield down to 2.21% for a drop in yield of 26 basis points in the last...
May 15, 2019 | Daily JAM, Short Term |
Right now if the market gets bad news on the economy it goes up. Today, May 15, for example, the S&P 500 closed up 0.78% even though both U.S. and Chinese retail sales disappointed for April. Right now if the market gets bad news on oil supplies, it goes up, as it...
March 14, 2019 | Daily JAM, Morning Briefing, Short Term, You Might Have Missed |
A potential end of March meeting between U.S. President Donald Trump and Chinese President Xi Jinping to sign an agreement to end their trade war won’t take place this month after all. Media are reporting that multiple sources are now post to April at the earliest. If...
March 10, 2019 | Daily JAM |
...economic reports that hit the financial markets' worry hot spots. None of these reports is so very important on its own that it could send the market on a downward trend. But with investors and traders looking for clues on the direction of the economy ahead of the...
March 9, 2019 | Daily JAM, Friday Trick or Trend |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Saturday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. On Friday,...
October 26, 2018 | Daily JAM, Friday Trick or Trend |
Our regular (or occasional or perhaps occasionally regular) Friday series ( surprise, actually running on Friday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever....