October 17, 2016 | Daily JAM, Morning Briefing, Short Term |
For me the question today was whether the market would look like the “vulnerable” market of the first four days of last week–you know when U.S. stocks moved lower, the dollar continued to climb but so did the yen, and emerging market equities fell and it looked like we were moving back to a typical risk-off market–or whether Friday’s strong day for U.S. stocks broke the pattern.
July 16, 2016 | 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...
June 29, 2016 | Daily JAM, Mid Term, Morning Briefing, Volatility, You Might Have Missed |
Any post-Brexit crisis will will be a slow motion crisis driven by a gradual slowdown in economic growth in the United Kingdom, the European Union, Japan, China and the United States that results in a dimming of prospects for corporate earnings growth. The crisis will be interrupted periodically, as it has been in the last two days, by the hope that this time central banks will be able to intervene and get this or that economy growing again
June 28, 2016 | Daily JAM, Short Term |
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...
June 25, 2016 | Mid Term, 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...
June 2, 2016 | Daily JAM, Short Term |
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...
April 22, 2016 | Daily JAM, Morning Briefing |
It’s central banks to the front today–but you really need an inside-bank scorecard to understand why markets have reacted as they have to the news/rumors out of the Bank of Japan and the People’s Bank of China this morning.
March 22, 2016 | Daily JAM, DXJR, Stock Alerts |
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...
February 15, 2016 | Daily JAM, Morning Briefing |
In anticipation of a weaker yen and central bank intervention, bad news on the Japanese economy produced a huge rally in Tokyo with the Nikkei 225 index soaring 7.16% on Monday.
December 1, 2015 | Daily JAM, Morning Briefing |
I think that in for the next six to nine months volatility will increase for China’s currency and that the possibility of another yuan devaluation needs to be taken seriously as a market risk
October 3, 2015 | Uncategorized |
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...
July 16, 2015 | Daily JAM, Stock Alerts |
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...
