Monsanto’s really ugly earnings today do point to where the problems are in third quarter earnings growth–Surprise! profits aren’t equally bad across the economy
What’s that you say—you didn’t know there is a debate over earnings for the calendar third quarter? Earnings per share for the stocks in the Standard & Poor’s 500 are projected by Wall Street analysts to fall by 6.9% in the quarter. There’s a good possibility, though, that the projected decline in S&P 500 earnings overstates the weakness in the quarter. The index over-weights the energy sector
Johnson & Johnson’s earnings show why market is afraid of strong dollar
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...Saturday Night Quarterback says, For the week ahead expect…
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...Flowserve grows margins in a tough quarter for revenue
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...
Durable orders drop; Microsoft and Caterpillar disappoint; and the pessimists rule today
Of the two stories fighting for mindshare among investors, today the negative is in the ascendant. The negative story is that a stronger U.S. dollar and slow growth in Europe, Japan, and (relatively) China will hurt earnings at U.S. exporters and cut into U.S. economic growth despite lower oil prices and low interest rates.
Surprise! The Bank of Japan moves to crush the yen and restore economic growth and inflation
Following hard on the heels of a surprise interest rate increase from the Banco Central do Brasil, which sparked a huge rally in Sao Paulo, today the Bank of Japan expanded its promise of purchases of Japanese Government Bonds to 80 trillion yen ($727 billion), an increase of 30 trillion yen. The Government Pension Fund will increase its allocation to stocks to 50%
Trick or Trend: Could a stronger U.S. dollar become too much of a good thing?
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...A Special Report: My 10 big picture trends for 2014
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...Yen breaks below the 100 to the dollar barrier–rally in Japanese stocks likely to continue
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...A strong dollar amplified the recent stock and commodity swoon–and I don’t think (oddly enough) that we’re done with the strong dollar yet
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...Saturday Night Quarterback says, For the week ahead expect…
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...Download Jim’s eBook for Free
