Housing pause in February looks just like, well, a pause
The lower than expected numbers from the housing sector today and yesterday look like nothing more than a pause after a big move over the last twelve months.
Looking for investible trends? I see two–Japan and the United States–over the next few months
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...Solid housing starts for February support optimism about U.S. economy
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...Saturday Night Quarterback says, For the week ahead expect…
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...I’m shocked. Shocked. The Plan B debacle of last night proves Washington is dysfunctional. Who would have thunk it?
From a cynical U.S. perspective, it’s hard to see what all the hoo-hah is about. Boehner’s Plan B was never a real proposal in the first place. It was a political stunt designed to embarrass Democrats—and not a particularly well-designed one.
Is better than expected 3.1% third quarter GDP growth likely to carry over to the fourth quarter?
On the third and final revision third quarter U.S. GDP growth climbed to 3.1% from 2.7% in the second revision. The consensus among economists surveyed by Briefing.com had looked for 2.7% on this revision. (The first estimate for growth in the third quarter came in at just 2.0%.)
Jobs numbers show economy muddling along but do report good news on wages for end of the year shopping season
The U.S. economy added 146,000 jobs in November, the Bureau of Labor Statistics reported this morning. That was up slightly from the 138,000 jobs added in October. Economists surveyed by Briefing.com had forecast the addition of just 90,000 jobs in November. But it’s hard to tell what the numbers mean because of the effects of Hurricane Sandy
ISM survey shows that in November U.S. manufacturing grew at the fastest rate since April
The U.S. manufacturing sector continued to expand in November–despite everything the U.S. economy looks likely to grow at a moderate rate through the end of 2011
U.S. economy continues on same slow course adding 80,000 jobs in October
The U.S. economy added slightly fewer jobs—80,000 versus expectations of 85,000—in October than economists had projected. But revisions to the September data show the economy added 158,000 that month instead of the 103,000 reported.
Time to go with the momentum? Or to take profits? Here’s my take on making that decision
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...Rotation at work: Today the safe stocks in the Dow–McDonald’s and Kraft–were in the red and industrials, financials and technology led in the green
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...Jim’s Stock Alerts
Download Jim’s eBook for Free
