JJ’s Hawkish Tone Stirs Debate on Rate Cuts, Bond Yields Surge, Stocks React/Try the Grilled Shrimp

Kenny PolcariUncategorized

Things you need to know. –        JJ comes out swinging…. The data suggests ‘nothing done’ on rate cuts. –        Bond yields spike and then retreat. –        What will today’s 20 yr. bond auction reveal? –        Dollar rallies, Oil and Gold retreat –        Will the host of talking FED heads create chaos later this week? –        Try the Grilled Shrimp over …

Mkt Meltdown: Stocks Plummet, Bonds Whacked, and Geopolitical Tensions Soar – What’s Next for Investors?/Try the B…

Kenny PolcariUncategorized

Things you need to know – –         Bam! Stocks breach 5100 and then Boom! –         Iran/Israel conflict continues to raise concerns – What will Israel do now? –         Bonds get whacked, Oil holds steady and gold inches up. –         Contra trades prove the winners in an anxious market. –         Global stocks all under pressure – US futures conflicted. –         Try …

Markets Roil on Geopolitical Fears: Banks Slide,Investors Seek Safe Havens Amid Uncertainty/Try the Slow Roasted …

Kenny PolcariUncategorized

Things you need to know – –         Mkts retreat on geo-political angst on Friday –         Banks begin the beauty pageant – investors take profits. –         Israel shoots down 300+ Iranian missiles/drones on Saturday evening. –         Markets around the world are all HIGHER on Monday. –         Try the Slow Roasted Sirloin Stocks got hit hard, the VIX surging 16% on Friday …

Tech Surges, Bank Earnings Impress, Inflation and Interest Rates on Edge/Try the Veal Scallopine

Kenny PolcariUncategorized

Things you need to know – –         PPI is mixed – but the pressure is still on. –         Tech – led the way yesterday – up 2+% the other sectors waffled. –         Oil down yesterday but UP today.  IEA cuts forecast – contra to the industry. –         ECB leaves rates unchanged – but teases something may change. –         Bank earnings …

Inflation Shockwave: Stocks Plunge, Bond Yields Soar as Super Core CPI Surges/Try the Classic Bolognese

Kenny PolcariUncategorized

Things you need to know – –         CPI – surprises to the upside –         Super Core CPI though – proves even more of an issue. –         Bond yields SURGE –         Stocks get whacked – So, is this the beginning? –         Try the Classic ‘feel good’ Bolognese. Reality Check – Aisle 5!  Super Core Inflation on FIRE! Small & Midcaps falling …

Tick, Tick, Tick – CPI only hours away, El-Erian Suggests 3% is the target! Try the One Pot Sweet Sausage & Orzo.

Kenny PolcariUncategorized

Things you need to know. –        The CPI is coming…… –        FOMC mins are too – will we learn anything new?  –        Is INTC suddenly challenging NVDA? Not so fast…. –        Industrial Metals – quietly surging…. or maybe not so quiet! –        Mohammed now suggesting 3% (not 2%) is the real target – Oh boy! –        Try the One pan …

Market Insights: Jobs Surge, Fed Signals ‘No Rate Cuts’, Busy Week Ahead/Try the Linguine

Kenny PolcariUncategorized

Things you need to know. –        NFP report blows the roof off the house – which btw was kind of expected. –        The idea of NO rate cuts is now being considered. –        Oil up, Gold up, Bond yields up. –        It’s a busy week – CPI & PPI, Global Central Bank statements and the start of earnings season. –        …

Market Mayhem: Stocks Dive, Bonds Buckle, and FED Chaos Continues – What You Need to Know/Try the Risotto Alla Rom…

Kenny PolcariUncategorized

Things you need to know – –         Stocks come under pressure, bonds under pressure. –         Eco data suggest strength NOT weakness. –         2 FED Heads add to the chaos and confusion – but get ready JJ and 4 more are set to speak today. –         Oil is Up, Gold pierces $2300! –         Futures suggest a bit more weakness…. –         Try …

Eco Data Sparks Anxiety, Bond Yields Rise, and Gold Surges Amid Rate Cut Uncertainty – Try the Pork Chops

Kenny PolcariUncategorized

Things you need to know – –         Eco data causes some angst. –         Listen to what JJ & Roger say…. More FED heads to speak today. –         Bond yields rise…. Keep your eyes on 5%. –         Gold surging higher…It’s not always about rates! –         Try the Pork Chops Benevento Style  Aprils Fools!    Say it ain’s so…. So, what happened to …