Things you need to know. – CPI comes in HOTTER. – Middle East temperature about to go higher. – 8 GOP House members continue to disrupt the process; Democrats licking their chops. – And Earnings are out…and they are NOT disappointing anyone… – Try the Roasted Frech Country Chicken **I will be on Fox Business with Stuart Varney today from …
CPI? Hot or Cold? Fed Mins Reveal Split, Investors jump into Safety – Try the Puttanesca.
Things you need to know. – CPI is only moments away. – Yesterday’s PPI was HOTTER and STICKIER – FED Mins reveal a split. – Investors piling into the safety trades – Bonds and Gold – DAL joins PEP – and reports ‘better than expected’ – HELLO? – Gold UP, Oil UP, Dollar Down – Try the Puttanesca The day …
Risk Off – turns to Risk On, Fed Changes Narrative, Mid-East Conflict Enters 5th Day -Try the Chicken Soup.
Things you need to know. – Israel takes control of their border. – Risk off – turned to Risk on as the FED made some ‘neutral comments. – Energy and Defense stocks surge – PEP reports and beats while raising guidance. – Gold Up, Oil steady and the Dollar down – Bonds prices up sending yields down. – Try the …
A Strong NFP report sends Stocks UP, now War in the Middle East – Creates a new Level of Anxiety.
Things you need to know. – War in the Middle East – Hamas attacks Israel from the North and South – 1200 dead. – Netanyahu prepares response. – Global markets skittish – Bond Market closed today; Stocks are lower. – Safety Trade is alive and well. – Try the Eggplant Meatballs. And now it’s more GEO-POLITICAL risk….Hamas attacked Israel in …
The Clock Ticks….Mkts Wait… -Try the Halibut.
Things you need to know. – Markets await today’s NFP report. – Futures an inch higher in anticipation of a weaker report. – Europeans are betting on a weaker NFP report. – The bond markets are unsure…but leaning towards stronger. – Dollar down, gold steady and Oil down. – Try the Halibut My appearance with Charles Payne on Fox Business …
Wait! Stocks Rallied? Bonds Rallied? What Happened? – Try the Angry Lobster.
Things you need to know. – Relief rally – don’t go out dancing just yet. – More FED speak – what will the message be today? – OIL falls 5%…. they floated a ‘demand destruction’ story again…. – Bonds rally – on the idea that the FED is done hiking… (oh boy) – Try the Angry Lobster Stocks ROSE!!! The …
CHAOS!…… – Try the Spaghetti Fini with Leeks and Pancetta.
Things you need to know. – Chaos erupts on Wall Street – Stocks plummet. – Chaos erupts on Capitol Hill – Kevy gets kicked to the curb. – Treasury yields surge again…. the 10 yr. yield is up 20% since Aug. – The VIX – fear index – pushes higher. – This is not the time to panic…… – Try …
10 Yr Treasury up 10 BPS (in one day), Utilities & Energy Get Smacked – Try the Spaghetti con Melanzane Fritte.
Things you need to know. – Bond yields continue to surge; Utilities and Energy get Crushed. – FED Heads create conflicting headlines – One said hold, the other said hike. – Earnings to start next week – but only after we get the next inflation read. – Try the Spaghetti con Melanzane Fritte And it’s a (xxxx) show……The rout in …
Oh Boy – Crisis Averted on Capitol Hill, all While Stocks end the Qtr Lower – Try the Shrimp Cardinale.
Things you need to know. – September does not disappoint…. Markets end lower. – DC averts a crisis! But is Kevy in Hot Water? – PCE miraculously is ‘better than expected’. – Oil, dollar and yields were all up and are all up today. – UAW still on strike – Try the Shrimp Cardinale And so, September did not disappoint….it …
Barkin Says ‘Not so Fast’, Goolsbee Supports, Stocks Rally! – The the Sherry Braised Chicken.
Things you need to know. – FED speak Confusion – Again causing traders to go RISK ON – Bond rally sending yields lower, oil down, dollar down, gold down then up! – PCE Deflator due out at 8:30….But they want you to focus on the Super Core PCE – It is the end of the month & quarter – only …
