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 …
‘Made in China’ – ‘Destroyed in China’ AAPL loses $190 Bil of Value – Try the Bucatini w/Peas & Leeks
Things you need to know. China turns up the heat, banning iPhones in more workplaces. Investors continue to hit the sell button on Apple and on Tech Two more Fed Heads suggest a pause…. but leave the door wide open. The UAW is turning up the heat on the Automakers – Get ready to pay higher prices. Try the Bucatini …
Xi Xi Bans the iPhone! (NOT completely), Stock Gets Whacked, Eco data suggests Inflation – Try the Swordfish
Things you need to know. Eco data suggests that prices are rising – stocks are falling. Xi Xi bans’ iPhones at work – AAPL gets Whacked. Treasury yields rise, Dollar up, Oil flat, Gold up. More FED speech creates confusion. Try the Sicilian Swordfish Tuesday it was oil, the dollar, and treasury yields that all spiked higher and that sent …
