Things you need to know. – We are entering the final week of the quarter – expect lots of churn. – Stocks remain in a downtrend; rates remain higher for longer. – UAW enters its 10th day….and still no end in sight. – Chaos on Capitol Hill – Kevy’s job is on the line, 5 rouge members defining the narrative …
Risk Off is Alive and Well, 10 Yr Yields Kiss 4.49%/Try the Scampi
Things you need to know. – Risk Off is Alive and Well – The 10 Yr. Bond is now yielding 4.49%, the 2 yr. kissed 5.2% – Stocks close on the lows of the day…. – Eco data is weaker than expected. – Kevin McCarthy suffers an embarrassing defeat…Chaos on Capitol Hill – Try the Shrimp Scampi **My appearance yesterday …
The FED Pauses (Yawn), but Remains Hawkish, Risk Off, Yields UP- Try the Greek Filet of Sole.
Things you need to know. – The FED Paused – you would have to be living in a cave to be surprised – The FED remains Hawkish – you would have to be living under a rock to be surprised – Algo’s not happy….stocks declined and are declining again today – End of Quarter only days away… – Try the …
Get Ready for 2 pm…..It Hinges on What JJ Says vs. What he Does – Try the Eggplant Caponata.
Things you need to know. – It’s all about JJ – What he says is more important than what he does. – Will he hint at hiking the target inflation rate? – Will he suggest we are at the peak? – What words will he delete from the narrative? – UK inflation unexpectedly FALLS – Will the BoE pause? – …
Stocks Churn, Oil Surges, UAW Still Out and CART goes Public – Try the Escarole and Beans.
Things you need to know. – Stocks churn ahead of the FOMC meeting. – ARM continues to pullback after the hype, Instacart IPO’s today. – Oil keeps going higher…. Hmmm…think about that for a minute. – The UAW really wants more than 36% and threatens more strikes on Friday. – Try the Escarole & Beans Stocks, bonds, oil, gold, and …
PPI Hot, FED says ‘it’s transitory’, ARM is hot and the UAW walkout/Try the Ropa Vieja
– PPI is hotter too, but don’t worry – the FED has it under control. – Retail Sales surge – why? Higher prices – Oil pierces $90/barrel – expect transportation costs to surge and then what? – 2’s now yielding 5.03%, the 10’s are yielding 4.31% – hello? – ECB hikes rates and signals – what? – Try the Ropa …
CPI? (Yawn!) FED Steady (Yawn), More Eco data likely to do Nothing to Psyche – Try the Tomato Salad Fritters.
Things you need to know. CPI was a bit hotter, but investors appear to be OK. PPI and Retail Sales Today…. Will that change the mindset? UAW counting down to 11:59 pm – then what? ARM – priced at $51 – Any bets on the opening price? Investor interest is supposedly 10x’s oversubscribed…. How aggressive with buyer be? And the …
Tech Continues to Struggle, Apple Introduces New iPhones, Oil Kisses $90 – Try Guiseppina’s Apple Cake.
Things you need to know. – Apple Wanderlust! New phones, watches, operating systems, cameras (and spy equipment?) – Tech continues to struggle – could it just be it is overvalued? – Today is CPI Day…. let the countdown begin – T minus 120 mins. – Oil kissing $90…. OPEC raises demand outlook…. What does the Farmer’s almanac say? – Dollar …
Is the FED sending ‘Smoke Signals’? AAPL on Center Stage, UAW Ready to Strike? – Try the Spinach/Edamame Pesto
Things you need to know. – Stocks churn and end the day higher – Futures this morning suggest a churn lower. – Is the FED now sending ‘smoke signals’ via Nicky T? A Goldman exclusive will cement that message. – Apple, Dis, Charter, and ARM all front and center… – UAW is in heated contract negotiations as the automakers push …
Futures are UP, Key DATA this week – Try the Chicken, Sausage and Vinegar Peppers w/Artichokes
Things you need to know. – Futures are up, European stocks higher as well – all ahead of key data points this week. – AAPL is stabilizing – quoted up $1.25 in the pre-mkt, While NVDA is up 3 pts as well. – Did someone say Aristocrats? NOBL etf is up 4.5% ytd. – Investors await KEY data this week …
