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 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...
August 3, 2018 | Daily JAM, Morning Briefing, Short Term |
What's the relationship between the slide in the Chinese yuan--now down 6% since the start of the summer--and the tariff war between the United States and China? The Trump administration clearly believes that the drop in the yuan is a provocation, another example of...
August 2, 2018 | Daily JAM, Mid Term, Morning Briefing |
U.S. markets shrugged off worries about a more serious U.S.-China tariff war after the Trump administration said it would push ahead with plans to impose 25% tariffs on an additional $200 billion in Chinese imports. That rate is up from an earlier proposal for a 10%...
August 2, 2018 | Daily JAM, Morning Briefing, Short Term |
On Wednesday President Donald Trump ordered the administration's trade office to consider imposing a 25% tariff on $200 billion in Chinese goods imported into the United States. The previous tariff proposal from the White House would have imposed a 10% tariff. Today...
July 31, 2018 | Daily JAM, Morning Briefing |
Representatives of U.S. Treasury Secretary Steven Mnuchin and Chinese Vice Premier Liu He are talking about ways to resume the suspended talks on tariffs and trade. There is, so far, no timetable for restarting the talks and there isn't agreement on a list of issues...
July 21, 2018 | Daily JAM |
...two big market-moving possibilities to watch, tariffs and earnings for the big tech leaders. I'll deal with tariffs today and then take up earnings tomorrow. Last week ended with President Donald Trump saying, he's "ready to go" with tariffs on $500 billion of...
July 11, 2018 | Daily JAM, LNG, Stock Alerts |
Back when President Donald Trump and President Xi Jinping were best buds they announced a deal in principle that would expand Chinese purchases of liquified natural gas from the United States in general and Cheniere Energy (LNG) in particular. I think we can assume...
July 11, 2018 | AAPL, Daily JAM, Mid Term, Morning Briefing, Volatility |
The Trump administration has released a new list of $200 billion in Chinese goods that would be subject to higher tariffs as promised in retaliation for Chinese tariffs in retaliation for earlier U.S. tariffs. The new tariffs won't go into effect until the end of...
July 7, 2018 | Daily JAM, Friday Trick or Trend, Short Term, Volatility, You Might Have Missed |
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 past...