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 …
Algo’s Push Stocks to a Key Technical Level, Key Inflation Data Pt Tomorrow – Try the Ratatouille.
Things you need to know. – The algo’s push stocks to test a technical level – buyers defended the position. – The dollar, vix, yields, and oil all surge higher, stocks and bonds push lower. – Do not discount ‘end of qtr’ reallocation and ongoing seasonal weakness. – Key inflation data point only hours away…. – Try the Ratatouille This …
Are We Entering the Danger Zone, or Did we Already do That? – Try the Grilled Pork Chops.
Things you need to know. – Stocks struggle under the weight the ‘data.’ – Investors reprice RISK…. But is it enough? – Bond Yields push higher, the Dollar pushes higher, The VIX pushes higher. – The 2nd GOP debate is tonight on Fox Business. 7 Candidates take the stage, Trumps sits this one out …
Bonds Yields Mimic the Energizer Bunny – They Just Don’t Quit/Try the Pumpkin/Butternut Squash Risotto.
Things you need to know. – Bond yields keep climbing….and if Jamie Dimon is correct – they will go higher still. – Another FED head calls for even higher rates. – AMZN lights up the AI space – keeping it front and center. – Jo Jo -makes history and visits the striking UAW workers – begging for votes. KJP (Press …
