July 30, 2013 | Daily JAM, Morning Briefing |
Industrial production fell in June by 3.3% from May, the Japanese Trade Ministry announced today. Economists surveyed by Bloomberg had expected a 1.5% drop. On the news the yen fell to 98.13 against the dollar and Tokyo stocks rallied
July 29, 2013 | Daily JAM, Morning Briefing |
Friday news that Japan, the home of deflation, deflation, and more deflation, had turned in its highest rate of inflation in five years in June sent stocks in Tokyo down 2.97%. Here’s why good news was bad news and why, I think, the market over-reacted.
On the news the Nikkei 225 dropped 2.97% in Tokyo for Friday’s session.
July 22, 2013 | Daily JAM |
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July 19, 2013 | Morning Briefing |
The Nikkei 225 index fell 1.48% overnight in Tokyo on profit taking before Sunday’s election for the upper house of Japan’s parliament. Prime Minister Shinzo Abe’s coalition is projected to cruise to an easy victory giving the government control of both houses of parliament and a clear path for pushing forward Abe’s economic program.
July 9, 2013 | Daily JAM, Videos |
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June 22, 2013 | Uncategorized |
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June 17, 2013 | Daily JAM, Long Term |
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June 10, 2013 | Daily JAM, Morning Briefing |
Great day for financial markets in Japan—and I think, with a lag, for U.S. financial markets too. But a bad day for emerging stock markets—because of China.
June 8, 2013 | Uncategorized |
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June 6, 2013 | Daily JAM, Morning Briefing |
It ‘s clear that the driver for the market today is related to tomorrow’s jobs report for May. And that makes sense since the Federal Reserve has said that its decision on when to begin tapering off its monthly $85 billion in purchases of Treasuries and mortgage-backed assets will depend on the data. But it’s not clear to me what the action in the financial markets today means that markets are anticipating tomorrow.
June 6, 2013 | Daily JAM, Videos |
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June 5, 2013 | Daily JAM, Morning Briefing, Short Term |
Japanese Prime Minister Shinzo Abe disappointed today. He was supposed to pull another rabbit out of his hat—but today’s speech not only didn’t deliver a rabbit, but it also barely showed the hat. Abe’s speech had been billed as the next stage—Stage 3–in his plan to revive the Japanese economy.
