Things you need to know. – JJ says, ‘Don’t go Betting the Ranch’ and traders ‘Bet the Ranch.’ – The NERI Index supports double digit growth in 2024. – Gold makes a new high, and Oil continues to come under pressure. – Bitcoin pierces $41k – many suggesting $100k is the next stop. – VIX moves lower – consider some …
It Was a November to Remember! It’s Christmas – time for the Feast of the 7 Fishes -Try the Lobster Sauce
Things you need to know. – Do you remember? – JJ to speak at 11 am – Will he confirm or deny rate cuts are coming? – Europe pricing in ECB cuts in April. – OPEC + invites Brazil to join the cartel. – Oil prices lower – remember- cuts are voluntary – can they be enforced? – It’s Christmas …
Now the ECB is about to Cut rates? Not so fast…CRM & SNOW Crush it – Try the Pasta alla Genovese
Things you need to know. – PCE Deflator due out at 8:30 – Eurozone inflation in retreat, Eurozone economies on the brink of recession? – Bets are now that the ECB is CUTTING rates – Lagarde says – not happening. – Is the US bond market doing the work for the FED? Feels like it. – CRM and SNOW Crush …
Breathe! Stocks Churn. CyberMonday is Plus $12 billion! – Try Nana’s Cheesecake
Things you need to know. – Breathe…that’s what global markets did yesterday and are doing again today. – 5 yr. bond auction was strong, 7 yr. auction today. – Cyber Monday suggests we spent more than $12 billion! – Central Banks around the world remain ‘non-committal.’ – Try Nana’s Cheesecake (a Holiday favorite). And stocks finally gave up – the …
Complacency, The VIX is trading at levels not seen since 2020, Be Careful -Try the Limoncello
Things you need to know. – Stocks staged a 4-week rally that has seen the indexes gain more than 10%. – Bonds back off just a bit, yields rise just a bit. – Lots of eco data this week – Wednesday is the PCE report – the FED’s favored inflation gauge. – Oil down, OPEC+ meeting scheduled for Thursday. …
Too Far Too Fast? Stocks, Bonds UP, Dollar Down, Oil Set to Recover?/Try the Stracciatella Soup
Things you need to know. – It was another winning week $23 billion moves into stocks. – Oil rallies AFTER the Saudi’s /OPEC+ hint of more production cuts! – The dollar index gives back 100% of 2023 gains – as the narrative turns from rate hikes turn to rate cuts. – Are we now in ‘overbought’ territory – have the …
“Eventually we will get rate cuts!” Brilliant! – Try the Roast Turkey
Things you need to know. The pilot has turned on the ‘fasten seat belt’ sign…. Investors continue to go all in… Stocks, bonds & gold move higher. Oil, the dollar and the VIX move lower…. Rates remain in pause mode. Here is the Roast Turkey The economy closes in on a soft landing…. And it is the recent soft economic …
PPI Better, Retail Sales Ok, FED Cut? Really? – Try the Roasted Cornish Hens
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 …
