Tag Archives: JP Morgan

Key Digit From Bank Earnings: Punk Loan Growth

Posted on April 13, 2018 by macromon

Looks like our priors were correct.  The tax cut is morphing into nothing more than a financial engineering game.   The economics of corporations or the macro have not changed. Random thought:  We hear much about how the corporate tax cut … Continue reading →

Posted in Economics, Uncategorized | Tagged , , , , | 11 Comments

QOTD: Jamie’s Rant

Posted on July 17, 2017 by macromon

“It’s almost an embarrassment being an American citizen travelling around the world and listening to the stupid shit we have to deal with in this country. And you know at one point we all have to get our act together … Continue reading →

Posted in Quote of the Day, Uncategorized | Tagged , , , | Leave a comment

Quest for yield in emerging markets – FT

Posted on July 1, 2014 by macromon

FT senior investment columnist John Authers talks to Omar Negyal, portfolio manager, emerging markets income, at JP Morgan about his strategy to capitalise on cheap emerging markets by focusing on dividend yields. For more video content from the Financial Times, … Continue reading →

Posted in Equities | Tagged , , , , | Leave a comment

What Congress Should Really Be Investigating

Posted on June 13, 2012 by macromon

Tough to see Jamie be raked over the coals by Congress, who create trillion dollar deficits on annual basis and oversee the largest entity in the world by borrowing over $.40 of every dollar they spend.  No street cred, bro! … Continue reading →

Posted in Economics, Policy, Politics | Tagged , , , | Leave a comment

Will 1340 Hold?

Posted on May 10, 2012 by macromon

The S&P500 has broke its initial support at 1360 and has held above 1340.  The question is will the JP Morgan news be the catalyst for a true test of 1340?   The markets are getting very choppy and its hard … Continue reading →

Posted in Equities, Global Stock Performance | Tagged , , | Leave a comment

Tell Us It Ain’t So, JP MO!

Posted on May 10, 2012 by macromon

This doesn’t come at good time for the markets.    Bloomberg is reporting, JPMorgan Chase & Co. (JPM) said it lost about $2 billion tied to synthetic credit securities after positions taken by its chief investment office were riskier than expected. … Continue reading →

Posted in Black Swan Watch, Equities | Tagged | Leave a comment

Is the correction over, Mr. Fibonacci?

Posted on April 12, 2012 by macromon

Wow!  Who said this business was easy? After clear breaks of their short-term uptrend and 50-day moving averages,  the major U.S. equity indices have staged a powerful two day rally off their Tuesday intraday lows.   Many were caught off guard … Continue reading →

Posted in China, Equities, Technical Analysis | Tagged , , , , , | 4 Comments

Global PMI at 7-month High

Posted on February 1, 2012 by macromon

Markit reports, The global manufacturing sector continued to record below trend growth at the start of 2012. At 51.2 in January, the JP Morgan Global Manufacturing PMI™ rose to a seven month high, but remained below its long-run average (51.8). … Continue reading →

Posted in Economics, Employment, Manufacturing | Tagged , , , | 3 Comments