Things you need to know. PPI also better than expected – Mkts rally, just not so much. Retail Sales weaker m/m but better than expectations…. Consumer is strong. FED Cut? Come on man…. Really? Dollar down, Gold Up, Oil Churns as rumors swirl…. Try the Simple Roasted Cornish Hens Yesterday’s eco data was good, The economy is supposedly doing what …
Mamma Mia! Did you see that CPI report? – Try the Stuffed Cubanelle Peppers
Things you need to know. Mamma Mia – What a rally! Lots of buyers and lots of Short Covering Stocks up, bonds up, gold up, dollar down, yields down. But lower yields result in ‘looser policy’ – Is that what JJ really wants? House avoids a Shutdown…. (As if that was really going to happen) Try the Stuffed Cubanelle Peppers …
Accentuate the Positive, Eliminate the Negatives – Try the Italian Style Sausage Stuffing
Things you need to know. – Get ready for the 8:30 am CPI read – the best is for it to be weaker. – Stocks ready to rumble…. You can just feel it…. – Bond yields back off just enough yesterday, will they move lower today? – Guess what? China oil demand to hit a new annual RECORD! – Try …
Bond Auctions Showing Cracks, Stocks remain Confused -Try the Scallops Bathed in Vermouth
Things you need to know. – Stocks remain confused – downs are dramatic, and ups are dramatic. – Bond auctions show signs of weakness, sending yields up. – Moody’s downgrades outlook to negative, leaves credit at Aaa. – Gov’t shutdown looming, Can Mikey Johnson Save the Day? – Try the Scallops bathed in Vermouth. Stocks rallied HARD on Friday…. …
JJ has a Wing Woman and a Wing Man Today, Stocks wait…- Try the Thighs Bathed in Herbs and White Wine
Things you need to know. – The 10 yr. bond auction went off a bit weaker than expected – today is the 30 yr. auction. – Are investors expecting a Harder landing or not? – Nothing on the economic calendar that will drive the action. – JJ to speak about Challenges for Monetary Policy. – Barking & Logan to play …
Hello? Reality Check Aisle 2! Big Week for Treasuries – Try the Shells w/Sweet Sausage/Pancetta and Cannelloni Beans
Things you need to know. – The rally fades – but that should not be a surprise – Janet to bring $112 billion to the market this week – how will it be received? – Gold down, Oil down as the War Risk Premium fades – Shells w/Sweet Sausage, Pancetta and Cannelloni Beans Hello? Reality Check – Aisle 2……. What …
Rate CUTS now Expected in June 2024? Stocks & Bonds Surge – Try the Sicilian T-Bone
Things you need to know. – NFP comes in better – so think bad news is good news for the markets. – Traders/investors and Algo’s all betting that the FED is done. – They are also betting on sooner than expected rate CUTS. – Stock and Bond prices surge – yields collapse, VIX collapses – Gold down small, oil is …
MKT’s Are Convinced that the FED is DONE, Bonds Rally, Yields Fall, Stocks Rally – Try the Apple Cinnamon Pork Chop
Things you need to know. – Sammy is going to jail for a long time. – BoE joins the ECB and The FED – holding rates steady again. – Mkts now expect the FED to halt rate hikes – bonds surge, stocks surge. – Try the Apple Cinnamon Pork Chops SBF (Sam Bankman-Fried) is found GUILTY on all counts…. faces …
Can you say BOOM-ER-RANG? Buy Algo’s have a Field Day! – Try the Eggplant Caponata
Things you need to know. – Stocks rally hard – Dow gains 550 pts! S&P back into the ‘normal trading range’ – Let’s not get too excited – we were in a ‘well oversold’ condition. – Today begins the 2-day FED meeting – results tomorrow at 2 pm. – Gold up, Treasuries steady, Oil lower on declining worries. – Some …
S&P Officially Enters the ‘Correction zone’, Israel slows the Gaza Invasion – Try the Simple Spaghetti & Meatballs
Things you need to know. – The S&P enters the ‘correction zone’ leaving only the Dow in the ‘normal zone.’ – The Middle East conflict did not go into overdrive – oil lower, gold steady and stock futures point higher. – Treasuries continue to churn – but the path of least resistance is higher for yields. – Try the Quick …
