Notes You Need for March 14: Japanese bonds, Kudlow to replace Cohn, China growth above expectations, Chinese tariff package doubles, crude inventories rise, Ford recall

Notes You Need for March 14: Japanese bonds, Kudlow to replace Cohn, China growth above expectations, Chinese tariff package doubles, crude inventories rise, Ford recall

March 14, 2018 | Daily JAM, Notes You Need | 2 comments

In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. This post from today is a representative item: “10:20 a.m.: Not a single 10-year note traded in Japanese markets yesterday. The Bank of Japan now holds 40% of all Japanese government debt. Add in such buy-and-hold investors as pension funds and life insurance companies and there’s just not much Japanese Government paper to buy or sell–especially for the 10-year benchmark. My favorite comment was this from Barclays Securities Japan rates strategist Naoya Oshikubo to Bloomberg: “The JGB market was generally thin.” This would seem to suggest that the Japanese government’s policy of buying bonds to reduce interest rates and weaken the yen has reached an endpoint–in the government bond market anyway.”

Notes You Need for March 14: Japanese bonds, Kudlow to replace Cohn, China growth above expectations, Chinese tariff package doubles, crude inventories rise, Ford recall

Notes You Need for January 10: KODK, bitcoin, natural gas, solar imports, State of the Union date, Nvidia, next Samsung smart phone, oil inventories, NAFTA pull out

January 10, 2018 | Daily JAM, Notes You Need | 0 comments

In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A typical item resembles this one from today: “10:20 a.m.: Shares in Eastman Kodak (KODK) are up 58% this morning after the former camera and film leader said it would launch the Kodakcoin, “a photocentric cryptocurrency to empower photographers and agencies to take greater control in image rights management.” Kodak, which emerged from bankruptcy in 2013, has sold off most of its patents and now focuses on digital photography and printing.”