Things you need to know. – Stocks remain rangebound. – Big earnings week – Big Tech in focus – Traders make a big, short bet in the 10 yr. treasury – Is there a Black Swan event just ahead? – Try the Shells w/Sweet Sausage and Peas Stocks remained rangebound last week (think 4000/4200 band) after mixed earnings and mixed …
Been a Long Week, Keep your Eyes on the VIX – Try the Easy Pork Loin
Things you need to know. – Stocks continue to meander…. with a bias lower – Earnings are what they are, guidance is cautious and that is causing stocks to struggle. – Eco data is slowing, yet FED heads push for more. – Is the VIX getting ready to explode higher? – Try the Easy Pork Loin Well, it’s been a …
Stocks Stuggle for Direction…Central Banks Hint at MORE Hikes – Try the Short Rib Ragu over Pappardelle
Things you need to know. – Stocks struggle looking for direction. – We are now getting into the heart of the earnings season. – The BoE and ECB hint of MORE hikes…. Will the FED follow suit? – IBM & TSLA report – look for AXP, T, TFC FITB and more today. – Futures pointing lower…. – Try the Short …
Markets Appear to be Tiring, Hints of Ongoing Hikes a Real Risk – Try the Steak Florentine
Things you need to know. – Housing Starts better but Building Permits worse. – We have a 71% beat rate so far….in line with historical averages. – Market feels toppy and tired, FED talk hints of hikes beyond May? – UK inflation back above 10% (think REVERSAL!) – Treasury yields UP, dollar UP, Gold and Oil Down – Try the …
Charlie Nails It, STT Missed the Memo, Lots of FED Speak – Try the Veal Scallopini
Things you need to know. – It’s TAX collection day…. just in case you are unaware – you have until 11:59 pm to get the postage stamp. – Charlie Schwab does NOT disappoint – – STT on the other hand missed the ‘pre-announce memo’ and investors weren’t happy. – Treasuries rise, the dollar index rises, commodities under slight pressure. – …
Banking Crisis? Don’t be Ridiculous! Try the Shrimp Francese
Things you need to know. – The big money center banks did not disappoint – Super Regionals are next and then the smaller regional will report. – Big week for earnings….20% of the S&P will report JNJ, NFLX, TSLA to name just a few. – Fed Governor Waller suggests more hikes – with an S, Bostic calling for 1 more. …
PPI Crushed it, Stocks Surge, FED on Hold? Today it’s about the Banks. – Try the Lemon Chicken
Things you need to know. – PPI collapses – and stocks surge! – Fed is now almost guaranteed to stop the hikes AFTER the May meeting… – UNH beats, Will BLK, JPM, PNC & WFC do the same? – BA has more problems…. supply issues and incorrectly installed parts in the 737 MAX – stock down 5% – Try …
CPI No Surprises, FED Calls for Mild Recession, Stocks do a 180/Try the Rigatoni w/Sweet Sausage and Tomato Cream
Things you need to know. – CPI pleases everyone. – FED Mins are suggesting a ‘mild recession’. Is that like ‘transitory inflation’? – Today it is about the wholesale prices at the producer level. – Tomorrow brings us bank earnings…. – LVMH sees a surge in revenues and trades at an ALL TIME HIGH – Hello? – Try the Rigatoni …
And we wait…..tick, tock, tick, tock…Try the Italian Style Sweet and Sour Chicken
Things you need to know. – Stocks churn as investors await today’s CPI report. – Bonds yields move up just a bit. – Gold holding steady at $2025/oz while Oil remains above $80. – Mixed messages out of the FED heads…. but expect rates to rise. – Try the Italian Style Sweet and Sour Chicken. Stocks continued to meander …
Stocks Advance as Investors Brace for the Latest Inflation Data/Try the Shrimp Scampi
Things you need to know. – Stocks advance as investors bet the hiking cycle is about over – NFP does not surprise – This week we get the latest CPI & PPI – Earnings season begins on Friday – Try the Shrimp Scampi Well – the NFP report came in right in line….but by now you know that….there was nothing …