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
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
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.
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 …
Stocks Struggle as Yields Soar, Rate Cut Speculation Fades: Inflation Data Looms Large – Try the Halibut
Seared Halibut in an Orange/Lemon Butter Sauce Halibut is a great fish to cook with. It is a white fish, flaky and takes to any number of dressings. Today –we are going to sear it in a little butter/oil and then roast in the oven until tender. When serving – you drizzle some homemade Orange/Lemon Butter. Sound good? Things you …
Market Insights: Jobs Surge, Fed Signals ‘No Rate Cuts’, Busy Week Ahead/Try the Linguine
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…
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
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 …
Mixed Signals from PCE, JJ Being Tested, Qtr Sector Performance, Try the Ham & Cheese Torta.
Things you need to know. – PCE Deflator does not surprise – JJ continues to say ‘relax’ – yet the market does NOT hear him – the narrative says multiple cuts. – Oil up, Gold up, Bonds down. – Qtr. end performance was beautiful….Energy LED the gains +12.6%, Tech was in 7th place. – It is a new quarter, Earnings …
Market Mayhem: Fed Futures Predict July Cut Amid Conflicting Economic Signals, Oil Surge, amid Global Tensions! – Try the Cod
Things you need to know: The macro data continues to cause confusion for the FED and Investors Fed Futures are now pricing in a July cut. The Big Banks revising their rate cut forecasts. Some economists continue to suggest we could see rate HIKES. Oil up – more unrest across the middle east Gold down – on the no hike …
