August 3, 2019 | Daily JAM |
... massive demonstrations in the streets of Hong Kong to continue, the People's Liberation Army (PLA) to threaten violent repression of the demonstrations, the official rhetoric of the Beijing government and its official media organs to put even more blame on the...
August 2, 2019 | Daily JAM, Friday Trick or Trend |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Friday 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. Today,...
August 1, 2019 | Daily JAM, Mid Term, Morning Briefing, Volatility, You Might Have Missed |
So much for any hopes that the resumption of U.S-China trade talks would put an end to the tariff war in anything like the near term. The new round of talks only began on Wednesday, was adjourned after a day, and was scheduled to resume in Washington in September....
July 30, 2019 | Daily JAM, Morning Briefing |
At the least the timing seems odd. Unless, of course, you believe, as President Donald Trump may, that China and its President Xi Jinping can be bullied into a trade deal. Speaking with reporters outside the White House as he headed for Jamestown, Virginia, Trump...
July 16, 2019 | Daily JAM, Morning Briefing, Short Term |
At a cabinet meeting today President Donald Trump wanted to remind everyone that he could still impose additional tariffs on Chinese imports if he wants. The President also expressed impatience that the truce in the trade war with China hadn't yet resulted in a pickup...
July 11, 2019 | Daily JAM, Mid Term |
For this new round of U.S.-China trade talks--with no schedule for the first meeting yet in place--the Chinese have shaken up with negotiating team by adding Commerce Minister Zhong Shan, regarded by some White House officials as a hard-liner, to Chinese Vice Premier...
July 9, 2019 | Daily JAM, Morning Briefing |
Still no schedule for a resumption of face-to-face trade talks more than 10 days since President Donald Trump and President Xi Jinping agreed to resume trade talks the Osaka G20 meeting. But the two sides did talk by phone on Tuesday. No mention yet of a time table...
July 6, 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. You'd think...
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 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...
