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Equity prices slide
If investors can bear to see through Friday, fixed income markets will be asked to swallow a $118 billion slug of fresh government supply next week. And so it’s just as well the stock markets around the world are collapsing in...
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China at the crossroads
An impressive run higher for global equity prices on Tuesday came to a crashing end on Wednesday in light of the ongoing measures from the People’s Bank of China as it strives to prevent its biggest banks from abusing easy...
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Politics boost major stock index values
For the first time in recent memory equity prices took a strong nudge on account of political risk on Tuesday. Stock market averages raced ahead with drug makers and health insurers bouncing as the race for the v...
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A Game-Changer for Agriculture
Once every so often, news comes along that causes investors to rethink entirely their take on a market. One recent example was last week’s move from the Chinese central bank when it once again shifted interest rates...
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Tales From the Pits
Welcome to the Daily Jurojin. This is our way of keeping in touch with those of you who are interested in the world of futures and options trading. We hope that over the course of your readership you find our daily updates insightfu...
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China in the Vanguard
Monday started off on a really bullish note for resource complex starting with weekend data from China showing a huge upturn in the fortunes of the domestic economy. Dizzy on bank lending and government stimulus, the nation sucked...
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Chinese Manufacturing Data Set to Buoy 2010 Markets
As the new trading year begins we'll be looking for strong signals from the Chinese economy that its expansion continues. 2009 was a huge test for the Chinese economy as the world tested the theory th...
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Jurojin outpaces hedge funds as yields race higher
According to a story running in last week's Financial Times in London, some of the world's top hedge funds and traders have spent the recent weeks building bets on a reversal of policy at the Federal R...
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Isn’t that strange?
I say that because it’s funny how when trends become interrupted, investors tend to change their perspectives to fit in with the new prevailing wind. More often than not these are mere interruptions to a long term secula...
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No respite for commodities as euro slips
The euro managed a late in the day rebound against the dollar on Wednesday, but not before trading at its weakest price in about six weeks. So the fact that throughout the day the dollar strengthened made for an...
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Bernanke disses the dollar
Last week Fed-head Bernanke took a slamming from the powers that be in Congress when those all-too-incompetent politicians exacted some revenge on the chairman as he defended his record in navigating the American financial sy...
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Where did all the money go?
Typically whenever one reads a market round-up, the reader is accustomed to learning in terms of how money flows from one asset to another. Most typical is that investors sold the dollar and bought equities as risk appetite ...
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Equities weaken as contraction returns to services
A late sell off for stocks on Thursday came at the end of a strange day for trading. On the one hand global yields began to rise following the European Central Bank’s latest admission that it was...
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More Risk, Less Bonds
Investors consigned the Dubai World nonsense to the trash can on Tuesday but I’m not going to sit here and pontificate with an “I told you so” over the resulting rally for stocks. Even CNBC’s Jim Cramer cal...
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Hello Risk!
On Monday U.S. equity markets waited until the final hour of trading to make a beeline to the upside. All day long it felt as though stock traders were waiting nervously for some further reassurance out of Dubai that its debt-laden state-ow...
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Goodbye Dubai!
As most of you already know Black Friday takes its name from that day of the year when America’s retailers traditionally turn profitable. But this year may be very different after European and Asian stock markets collapsed in respo...
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Selling Pressure
We certainly know when to pick our days to turn bullish. Yesterday in our commentary we noted that the equity markets didn't really want to move lower - they just seemed to feel obliged to do so. And right on cue, equity prices slipped...
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Equities
Wednesday's equity performance remains us of that old expression - you just can't keep a good man down. The Dow industrials average lost 11 points on a day when better housing data was expected to show up in response to the government's encour...
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Gold Hedges
Having warned us all that the U.S. economic recovery was likely to be patchy, Mr. Bernanke at the Fed was probably to be heard in his office on Tuesday saying through gritted teeth, "See - I told you so" as confidence among Americ...
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Back to square one
The U.S. dollar index now has a year-to-date loss of 7.8%. The latest catalyst was what Fed chairman, Ben Bernanke had to say in his address to the Economic Club of New York. According to the Marriott hotel in New York some 1900 patr...
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