Things you need to know. – Did JJ just ‘tease’ us or did he send a ‘signal’? – Alberto says – maybe we should slow down…. – Trump nominates Atkins – and Bitcoin Charges thru $100k. – Dow pierces 45k, S&P kisses trendline resistance at 6080. – OPEC+ is in a tangled web – what to do? – Try the …
Rally Stalls as Investors Brace for Key Economic Data and Fed’s Next Move/Feast of the 7 Fishes – #1 Linguine & Cl…
Things you need to know. – Are investors getting antsy? Not yet! – Kugler, Daly and Goolsbee all opine on the next move. – JJ took the stage today. – Bonds sold off, yields up, Oil pierces $70 and gold flat. – France on the verge of a gov’t crisis – No Confidence vote today. – Try Linguine & Clams …
Markets Surge to Record Highs, Santa Rally Speculation Continues, XRP Comes Out of the Dark – Try the Veal Cacciatore
Things you need to know. – Stocks rose on a shortened trading day. – Bonds rose, yield fell, oil and gold churn. – XRP? What’s that? Up 390% in 3 weeks. – Trouble brewing in France – Will that be a pre-cursor? – Try the Veal Cacciatore Stocks rose during a shortened trading session and closed November with their largest …
October PCE Report: Inflation Stays Stubborn, Markets React Calmly as Fed’s Next Move Hangs in the Balance
Good morning and Happy Thanksgiving Ok – so yesterday we got the monthly PCE report – the FED’s favored inflation gauge and it did not surprise….…..as expected – it came in a bit ‘hotter’ than last month – but that was expected – I guess the surprise was that it was not even ‘HOTTER’ than the expectation….in any event – …
Holiday Highs: Markets Surge Amid Tariff Talk and Rate Speculation – Try the Pumpkin Pie
Things you need to know. Dow and S&P close at new RECORD highs. Gold rallies, Bonds rally, Oil sits tight. FOMC mins suggest ‘CAUTION’. Claudia and Justin called Mar-A-Lago. Try the Pumpkin Pie Click on the link below to send me a message – put KP in the message box and I will give you a call to discuss markets …
Markets Rally as Investors Cheer Bessent Nomination, Tariffs, and Holiday Optimism – Try the Mini Rice Balls
Things you need to know. Markets celebrate the Scott Bessent nomination. Stocks surge! Trump announces 25% tariffs on Mexico and Canada to stem the flow of illegal immigration. (Tariffs imposed on January 20th). Adds an add’l 10% for China to stop the flow of fentanyl. Bonds, gold, and oil all trade lower – VIX screams ‘nothing to worry about.’ Bitcoin …
Markets Climb Amid Strong Retail Earnings, Economic Optimism, Bitcoin Teases $100K/Try the Italian Wedding Soup
Things you need to know. – Strong retail earnings and strong eco data drive stocks higher. – Bitcoin comes close to piercing $100k – ‘close but no cigar’. – Dollar rallies, Commodities Rally, Bonds are confused. – Trump picks Bessent as Treasury Secretary. – Try the Italian Wedding Soup Stocks marched higher on Friday…. driven by strong retail earnings (think …
Markets Slide Amid Rate Uncertainty, Tech Woes, and Geopolitical Tensions -Try the Stuffed Chicken ‘Balls’
Things you need to know. – Stocks continue to retreat – giving back 60% of the election gains. – Trump making a range of cabinet nominations – mkts assess. – Bond yields kiss 4.5%, oil under pressure. – Goldman pushing Gold for 2025. – NVDA earnings are the focus for Wednesday. – Try the Stuffed Chicken ‘Balls’ Stocks fell again …
Stocks Waver Amid Concerns of Overbought Market, Investors Eye Fed Rate Cut, Inflation Data, and Rising Treasury Y…
Things you need to know. – CPI did not surprise, what will the PPI say about the state of inflation. – 10 yr bond yields kiss 4.48%. – NON- OPEC Oil supply expected to increase in 2025. – Commodities continue to come under pressure as the dollar advances. – Expected rate cuts from the ECB, BoE and the FED continue …
Post-Election Rally Continues Led by Small Caps and Financials, as Tech Slips and Bitcoin Surges; All Eyes on Upco…
Things you need to know. – Stocks close at another NEW high. – Dollar rallies, Oil falls and Gold gets punched in the face. – Bitcoin and anything Crypto celebrate Gensler’s demise. – Lots of FED speak this week…. Pay attention to what they say. – Try the Stuffed Cubanelle Peppers with Thanksgiving dinner. The post-election rally continued to …
