Good Census news reveals tale of two economies
In 2015, median household income rose 5.2% when adjusted for inflation from 2014. But all the income gains, the Census data show, came in cities and suburbs and none flowed to rural areas.
Markets stage another big move–downwards this time–on today’s bad news on oil surplus
Volatility is back. Although there’s been a “reason” for each move of the past three sessions, I think what we’re seeing is a return of nervousness on a realization that bonds and stocks are expensive right now and therefore risky since traders and investors really don’t know which way news is going to break on key factors such as economic growth, central bank stimulus, and Federal Reserve interest rates.
Financial markets stabilize as a Fed dove on interest rates stays dovish
Federal Reserve governor Lael Brainard, one of the most vocal opponents of raising interest rates soon, remained dovish in her remarks today. And that allowed financial markets to stabilize after last Friday’s sell off
Sector Monday: $35 a barrel? How about $55? Why is oil so volatile? And where/when will it settle? Here’s what The Prisoners Dilemma tells us
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...The market sticks near all-time highs with extraordinarily low volatility
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...Fed starts another round of jawboning on interest rate increase
The Federal Reserve is at it again. Today two high-profile Fed members, William Dudley, president of the New York Fed, and Dennis Lockhart, president of the Atlanta Fed, both talked up the odds for an interest rate increase as early as September and certainly sometime before the end of the year.
Saturday Night Quarterback (on a Monday) 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...What me worry?
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...Announcing a new site, JugglingWithKnives.com, to go with my book on volatility
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...Where do we go from here after the Brexit vote: Part II Why bargain hunting is hard in this decline
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...
Where do we go from here after the Brexit vote? Part I Go long Treasuries
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...Remember China? People’s Bank weakens yuan
The last time that the People’s Bank tried to pull off this balancing act was back in January 2016 when what looked like an extended trend of weaker fixings against the dollar contributed in a decline in emerging markets of 13.8% from December 28 to January 20.
Jim’s Stock Alerts
Download Jim’s eBook for Free
