Things you need to know. – It’s TAX collection day…. just in case you are unaware – you have until 11:59 pm to get the postage stamp. – Charlie Schwab does NOT disappoint – – STT on the other hand missed the ‘pre-announce memo’ and investors weren’t happy. – Treasuries rise, the dollar index rises, commodities under slight pressure. – …
Banking Crisis? Don’t be Ridiculous! Try the Shrimp Francese
Things you need to know. – The big money center banks did not disappoint – Super Regionals are next and then the smaller regional will report. – Big week for earnings….20% of the S&P will report JNJ, NFLX, TSLA to name just a few. – Fed Governor Waller suggests more hikes – with an S, Bostic calling for 1 more. …
PPI Crushed it, Stocks Surge, FED on Hold? Today it’s about the Banks. – Try the Lemon Chicken
Things you need to know. – PPI collapses – and stocks surge! – Fed is now almost guaranteed to stop the hikes AFTER the May meeting… – UNH beats, Will BLK, JPM, PNC & WFC do the same? – BA has more problems…. supply issues and incorrectly installed parts in the 737 MAX – stock down 5% – Try …
CPI No Surprises, FED Calls for Mild Recession, Stocks do a 180/Try the Rigatoni w/Sweet Sausage and Tomato Cream
Things you need to know. – CPI pleases everyone. – FED Mins are suggesting a ‘mild recession’. Is that like ‘transitory inflation’? – Today it is about the wholesale prices at the producer level. – Tomorrow brings us bank earnings…. – LVMH sees a surge in revenues and trades at an ALL TIME HIGH – Hello? – Try the Rigatoni …
And we wait…..tick, tock, tick, tock…Try the Italian Style Sweet and Sour Chicken
Things you need to know. – Stocks churn as investors await today’s CPI report. – Bonds yields move up just a bit. – Gold holding steady at $2025/oz while Oil remains above $80. – Mixed messages out of the FED heads…. but expect rates to rise. – Try the Italian Style Sweet and Sour Chicken. Stocks continued to meander …
Stocks Advance as Investors Brace for the Latest Inflation Data/Try the Shrimp Scampi
Things you need to know. – Stocks advance as investors bet the hiking cycle is about over – NFP does not surprise – This week we get the latest CPI & PPI – Earnings season begins on Friday – Try the Shrimp Scampi Well – the NFP report came in right in line….but by now you know that….there was nothing …
Anyone say STAGFLATION? Throwback to the last Century! – Try the Lasagna
Things you need to know. – Markets churn as we approach the long holiday weekend – No eco data today, but tomorrow will bring us the monthly NFP report – Recent slowdown in eco data suggest coming ‘stagflation’ – Bond market is forecasting a longer deeper recession. – Try the Lasagna **I am not writing a note tomorrow or Monday…. …
It’s called Profit Taking Ahead of a long weekend – Try the Grilled Rib-Eye Arrabiata
Things you need to know. – Stocks retreat a bit – no surprise – it’s called short term profit taking. – It is a holiday shortened week – expect volumes to recede making dramatic moves more possible. – Loretta warns of further rate hikes ahead – not changing the narrative – Gold rockets higher on the back of weakening data…. …
OPEC+ Decision Stuns Joey – What Happened? MGS Throws Cold Water on TECH – Try the Rigatoni
Things you need to know. – OPEC+ decision sends Oil UP 6.5% yesterday and up another 1% today. – So many appeared to be ‘taken by surprise’….which makes no sense – US macro data continues to weaken. – RBA holds rates steady and expects the US to pivot this summer – Challenge! – Mikey Throws cold water on TECH – …
Weekend SURPRISE – OPEC+ CUTS Production – Hello? Try the Butterflied Leg of Lamb
Things you need to know. Qtr. ends on a high note – Dow goes positive. OPEC + CUTS production – Why are you surprised WTI +5.5% today, Big Oil following suit Remember – It’s a holiday shortened week – Mkts closed for Good Friday Lots of eco data out this week Try the Butterflied Leg of Lamb WoW! What an …
