May 14, 2020 | Daily JAM |
This week President Donald Trump mused about trashing the U.S.-China trade agreement or, maybe, eliminating the U.S.-China trading relationship completely because, Trump said, China is  to blame for the coronavirus outbreak. (An maybe the U.S. could replace China with...
January 16, 2020 | Daily JAM, V |
Yesterday, the day of the announcement of the Part 1 trade deal between the United States and China, shares of Via (V) climbed 1.91%. MasterCard (MA) gained 1.16%. American Express rose 0.79%. On a day when the Standard & Poor's 500 fell 0.15% and the Dow Jones...
October 14, 2019 | Daily JAM, Morning Briefing, Short Term |
China now says it wants to hold more talks this month to hammer out the details of the U.S.-China mini-deal announced by President Donald Trump on Friday before Chinese President  Xi Jinping will sign it, both Bloomberg and the Washington Post are reporting today....
April 6, 2019 | Daily JAM |
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. The odds of...
March 6, 2019 | Daily JAM, Morning Briefing, Short Term, You Might Have Missed |
In December the U.S. trade deficit widened to $59.8 billion from a revised $50.3 billion in November. Economists surveyed by Briefing.com had projected a December deficit of $57.8 billion. The December deficit is the widest monthly deficit since October 2008 during...
March 4, 2019 | Daily JAM, Morning Briefing |
Stocks started off the day rallying on speculation that a U.S.-China trade deal was near conclusion. Market consensus was that the deal would be signed by President Donald Trump and President Xi Jinping by the end of March. The United States would lift tariffs on...