Things you need to know. – It continues to be RISK ON as the ‘momo’ guys try to force the algo’s into a frenzy. – CPI due out at 8:30…. – Traders calling the FED’s bluff – they are betting on only one more hike. – The dollar weakens, helping to send oil and gold higher. – Try the Spaghetti …
More FED Speak, CPI& PPI Up Next and then Earnings. Try the Grilled Rib-eye w – Arugula and Grana Padano.
Things you need to know. – More FED speak – All calling for higher rates. – DXY declines as the top of the cycle is close. – Commodities rise – oil and gold are UP. – Allocate to the underperformers in a defensive play. – Try the Grilled Rib-Eye w/Arugula and Grana Padano Stocks kicked off the week on a …
The FED ‘Officially’ Predicts a Recession is Coming/Try the Tomato – Watermelon Summer Salad.
Things you need to know. – FED Mins were more hawkish…. Rates to rise even beyond September? – Algo’s go into sell mode…. (Apparently, they haven’t been listening) – Lots of eco data out today and tomorrow – what will we learn? – Xi Xi takes retaliatory action against Joey. – Global markets under pressure…. – Try the Watermelon / …
It’s the a New Qrt, FED Mins, and Energy all Top of Mind – Try the Chicken Scarpiello.
Things you need to know. – It was a great 6 months…. What will the next 6 bring? – Tech was the biggest winner while Energy was the biggest loser. – FED mins due out at 2 pm today…. What will we learn? – Non-Farm Payroll on Friday…. – Try the Chicken Scarapiello Good morning……Welcome to the third quarter …
End Of Quarter and TECH Remains in Vogue. AAPL Hits $3 Tril – Try the Tuscan Pasta Salad.
Things you need to know. – Investors are either not listening or not paying attention to JJ. – US macro data remains stronger than anticipated – the markets are now pricing a 50% of 2 more rate hikes… July and September. – The dollar surges, gold declines, yet oil makes a small advance. – Apple becomes a $3 Tril company …
Banks Pass the Test, Central Banks Vow to Push On, and Joey says ‘Vote for ME!’ – Try the Short Rib Burgers.
Things you need to know. – Did the rally fizzle? Not yet…. – US banks pass phase one of the stress tests – JJ, Lagarde and Bailey all promise to push rates higher. – All the while FED economists warn of a coming disaster. – Joey takes to the campaign trail and tells us – “Ignore lower wages and higher …
What Happened?? Investors did What? – Try the Summer Peach and Tomato Salad
Things you need to know. – Macro data very strong, Investors celebrate – Good News is Good News! – New Homes Sales – YUP…. Blew the Doors off the place! – Airlines, Cruises, Hotel – Planes, Trains and Automobiles lead the way. – Tech takes second place – but is still very much a winner. – Try the Peach and …
Markets Surprisingly Quiet! But $ Continues to be Reallocated. – Try the Summer Orzo Salad
Need to know. – Markets churn – they did not react to the drama in Moscow. – Tech continues to come under pressure – no surprise there. – Smids, Industrials, Energy, Utilities and Real Estate all higher – Tech, Consumer Discretionary, Communication under pressure. – Oil trades lower – Saudis to cut production by 10% in July. – Try the …
End of Qtr and Another Crisis in Russia – What’s Next? Try the Spaghetti w/Bell Peppers & Pancetta
Things you need to know. It’s the end of quarter week – and there are lots of macro data points to help drive the action. Pending & New Homes Sales, and manufacturing data, but Friday’s PCE report is KEY. Talk of higher rates sends the dollar up and commodities down. 48 hours of chaos in Russia, where is Vlad? Who …
JJ Keeps the Heat On, BoE Surprises with a 50 bps hike/Try the Sweet/Sour Chicken – Italian Style
Things you need to know. – JJ keeps the heat on – promises to continue to raise rates – BoE surprised markets and raised rates by 50 bps – The Dollar index surges – kissing resistance sending oil and gold lower. – Try the Sweet and Sour Chicken – Italian Style. And stocks continued to meander around…. not sure whether to …
