September 14, 2018 | Daily JAM, Morning Briefing |
Retail sales rose 9% year over year in August, China's National Bureau of Statistics announced today. That was a modest but important pick up from the 8.8% rate in July. Economists surveyed by Briefing.com were looking for a 8.8% growth rate in August. Industrial...
September 10, 2018 | Daily JAM, Mid Term, Morning Briefing |
China trade hardliners in the Trump administration, such as advisor Peter Navarro, have predicated their tariff campaign against China on the theory that hiking tariffs on more than $500 billion in Chinese exports to the United States (as proposed at the moment) will...
September 7, 2018 | Daily JAM, Short Term, Volatility |
Markets started off today as if they were determined to take a breather from a week of worry that the emerging markets crisis was about to spread to developed markets. In morning trading the Standard & Poor's 500, the NASDAQ Composite, and the iShares MSCI...
September 5, 2018 | Daily JAM, Mid Term, Morning Briefing |
Today, Wednesday September 5, the Department of Commerce reported that the U.S. trade deficit climbed to $50.1 million in July. (Economists surveyed by Bloomberg had projected a deficit of $50.2 billion.) That was up from $45.7 billion in June and the largest increase...
September 2, 2018 | Daily JAM |
...a two potentially market-moving announcements on trade and one on jobs. On Wednesday, September 5, the government will report the trade deficit for July. At some moments, this wouldn't be a market-moving number, but right now with the Trump administration arguing...
September 1, 2018 | 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. Global...
August 31, 2018 | Daily JAM, Morning Briefing |
Just in case you were worried that the days after the Labor Day market holiday might be boring, well, worry no more. Sources in the White House are saying that President Donald Trump plans to move on tariffs on an additional $200 billion in Chinese imports quickly...
August 28, 2018 | Daily JAM, Morning Briefing |
Optimism engendered by yesterdays announcement of a preliminary trade agreement between Mexico and the United States initially drove Asian stock markets higher overnight. The Shanghai Composite, for example, climbed 10 points to 2791 in the first half hour of trading....
August 27, 2018 | ALV, Daily JAM, Morning Briefing, Short Term |
If you're looking for a reason for U.S. stocks to keep climbing from current highs, this morning's event at the White House is a big deal. President Donald Trump announced that the U.S. and Mexico have reached a bilateral trade agreement that would replace the 1993...
August 8, 2018 | Daily JAM, Morning Briefing, Short Term |
Today the Chinese Commerce Ministry announced 25% tariffs on an additional $16 billion in U.S. exports. The tariffs will go into effect on August 23 and target cars, crude oil, medical instruments, natural gas, and coal along with hundreds of other items.. The tariffs...
August 7, 2018 | Daily JAM, Morning Briefing, Short Term |
Stocks in Hong Kong and Shanghai rallied strongly today, Tuesday August 7, after The China Daily, citing an unidentified official at the National Development and Reform Commission, reported that the government would roll out more policies to improve investor appetite...
August 6, 2018 | Daily JAM, Short Term |
...a week with much less surface excitement but a big potential market mover under the radar of most investors and traders. Still lots of earnings announcements this week but we're done with the real exciting news from the likes of Amazon (AMZN), Facebook (FB) and...
