October 11, 2019 | Daily JAM, Morning Briefing |
We've been here before. We've had other days and other rallies on news, rumors, speculation that the U.S. and China would reach some kind of deal that amounts to a truce in the two countries' trade war. We been disappointed in that story before when it turned out that...
October 10, 2019 | Daily JAM, Morning Briefing |
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...
October 9, 2019 | Daily JAM, Morning Briefing |
A Chinese official with "direct knowledge of the talks" has told Bloomberg that China is open to reaching a partial trade deal with the United States. In exchange for the U.S. agreeing not to impose any more tariffs--including two rounds set to take effect in October...
October 8, 2019 | Daily JAM |
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...
October 8, 2019 | Daily JAM, Morning Briefing, Short Term |
Today the Trump administration put eight of China's technology giants on a blacklist over alleged human rights violations against Muslim minorities. And China signaled that it would retaliate over the blacklist. Foreign ministry spokesman Geng Shuang told reporters...
October 7, 2019 | Daily JAM, Morning Briefing |
Ahead of the resumption of U.S.-China trade talks, Vice Premier Liu He, who will lead the Chinese delegation, is saying that China's newest offer won't include any commitments on reforming China's policies on forced technology transfers or government subsidies to...
September 30, 2019 | AAPL, Daily JAM, Stock Alerts |
Today, Monday, September 30, the office of the U.S. Trade Representative denied Apple's (AAPL) request for relief from 25% tariffs on the optional wheels for the Mac Pro, a circuit board for managing input and output ports, power adapter, charging cable and a cooling...
September 30, 2019 | Daily JAM, Morning Briefing |
Just days after Bloomberg reported that the Trump Administration is thinking of restricting cash flows from US investors into Chinese companies, the People's Bank of China said it would step up stimulus measures to counteract the effects of the U.S.-China trade war....
September 27, 2019 | Daily JAM, Morning Briefing, Short Term, You Might Have Missed |
I think I know where this is coming from but the news certainty hit the market from left field today. Bloomberg is reporting that the Trump administration is discussing ways to restrict portfolio flows into China's stocks. Chinese companies traded in the United States...
September 25, 2019 | Daily JAM, Mid Term, Morning Briefing |
The manufacturing sector--thanks to the U.S.-China trade war--continues to slow China’s economy. But the real problem may be an underperformance in the services sector that makes it impossible for that sector to pick up the slack. The end result is that the third...
September 24, 2019 | Daily JAM, Morning Briefing, Short Term |
Stocks were down this morning with the Standard & Poor's 500 falling 1.01% as of 1 p.m. New York time and bonds were up with Treasury prices climbing to send the yield on the 10-year Treasury down 8 basis points to 1.64%. The move down wasn't the result of a...
September 21, 2019 | 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. It was...
