May 25, 2020 | Daily JAM |
... the markets to be focused on China news. It's not the only story out there with market moving potential but it is the "ripest." We won't have anything but anecdotal accounts of the collapse of social distancing at events across the country this weekend and we...
May 15, 2020 | Daily JAM, Morning Briefing |
U.S. retail sales fell 16.4% in April from March levels, the Commerce Department reported today. March itself had seen an 8.3% month to month drop. Economists surveyed by Bloomberg were looking for a 12% decline. In a separate report from the Federal Reserve today...
May 13, 2020 | Daily JAM, Short Term |
Yesterday Lebanon became the latest country to reimpose social distancing restrictions after easing those measures just two weeks ago when it looked like the spread of the virus was under control. Iran has ordered a county in the southwest to reimpose a lockdown. Iran...
May 8, 2020 | Daily JAM, Morning Briefing |
Today the Labor Department reported that the economy lost 20.5 million jobs in April. And yet stocks strongly rallied. The Standard & Poor's 500 closed up 1.69% today, May 8. The Dow Jones Industrial Average was higher by 1.91%. The NASDAQ Composite gained 1.58%....
April 18, 2020 | 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,...