June 30, 2019 | Daily JAM, Friday Trick or Trend |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Sunday 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. As we wait...
June 29, 2019 | Daily JAM |
...a rally in U.S. financial markets as the markets got what they were hoping for out of the talks today between President Donald Trump and President Xi Jinping at the G20 conference. There are major differences in what the two countries are saying about what was...
June 26, 2019 | Daily JAM, Morning Briefing |
So what  does the United States want out of the Saturday talks between President Donald Trump and Chinese President Xi Jinping? In a Wednesday interview with Fox Business Network’s Maria Bartiromo Trump thoroughly confused expectations. The market consensus had been...
June 25, 2019 | Daily JAM |
Let's hope this ends better than it usually does. On June 20, the day that the U.S. Standard & Poor's 500 hit a new all-time high, EPFR Global Data reported that equity mutual funds and ETFs had seen $14.3 billion in net inflows for the week that ended on June 19....
June 23, 2019 | Daily JAM, Friday Trick or Trend |
... nervousness. With the Federal Reserve locked in, seemingly, on an interest rate cut in July, and then strongly inclined to cut rates again in September, no one really wants to step out of this market. We're talking major stimulus for the economy and a major boost...
June 18, 2019 | Daily JAM, Morning Briefing, Short Term |
Apparently U.S. President Donald Trump and Chinese President Xi Jinping will talk at next week's meeting of the Group of 20 in Osaka Japan. President Trump tweeted his morning: "Had a very good telephone conversation with President Xi of China. We will be having an...
June 11, 2019 | Daily JAM, Morning Briefing, Short Term, Volatility, You Might Have Missed |
The market doesn't go up every day so it's important not to over-react to minor weakness. As of the close today New York time the Standard & Poor's 500 index was off a slight 0.03%; the Dow Jones Industrial Average had slipped 0.05%. The NASDAQ Composite was down...
December 1, 2018 | Daily JAM |
... nothing to matter as much as the progress/no progress read on the results of the Saturday night dinner in Buenos Aires between U.S. President Donald Trump and Chinese President Xi Jinping. If the participants announce "progress" and the financial markets find that...
November 29, 2018 | Daily JAM, Morning Briefing, Short Term |
China's purchasing managers index (PMI) for the manufacturing sector continued to slump in November, overnight data showed. The index dropped to 50, the level that marks the divide between expansion (above 50) and contraction (below 50.) The new export orders...
November 29, 2018 | Daily JAM |
Investors in U.S. stocks couldn't figure out how to position themselves ahead of the Saturday meeting between Presidents Donald Trump and Xi Jinping so finally stocks didn't move much at all on the day. The Standard & Poor's 500, which opened the day at 2727.97,...
November 27, 2018 | Daily JAM, Morning Briefing, Short Term |
It's not surprising that Monday's bounce has taken a breather today. As of 2 p.m. New York time the Standard & Poor's 500 is ahead a scant 0.12% and the Dow Jones Industrial Average has picked up 0.10%. The NASDAQ Composite has gained 0.09% and the small cap...
November 25, 2018 | Daily JAM |
... that nothing will be as important to the financial markets as the meeting between U.S. President Donald Trump and Chinese President Xi Jinping during the November 30-December 1 summit of the Group of 20 in Buenos Aires. Ahead of the weekend meeting days when the...