Things you need to know – –        Swiss National Bank to the rescue…Credit Suisse is SAVED! –        European markets are higher… –        US Futures remain under pressure – First Republic bonds are now JUNK – company considers options. –        Try the Cauliflower Risotto w/Truffle Butter BREAKING NEWS- The Swiss National Bank steps up and saves Credit Suisse (offering a $54 …

Things you need to know – –         Stocks Rallied yesterday and are getting whacked today. –         Credit Suisse igniting the latest drama in banking…. –         Italian banks are now in the spotlight…Just because…. –         PPI due out at 8:30 – will it support the ongoing inflation story like the CPI did? –         Strap in…. Prepare for more volatility…. –         Try …

Things you need to know – –          So, they crushed the regionals yesterday – but was that an overreaction? –         SVB is back on the block – Many of the VC’s that started the hysteria now talking about taking it back –         Bond yields plunge as investors seek safety. –         Gold surges, the dollar index declines, Oil testing 2023 lows …

Things you need to know – –         The FEDs allow SIVB to FAIL while rescuing depositors – This was not a bailout. –         Signature Bank (NY) is also shuttered on crypto exposure concern – Depositors made whole. –         VC’s turn up the heat on FRC – follow the money – how are they positioned? –         CPI and PPI due out …

Things you need to know – –        Is it starting to crack?  –        Is the FED about to break the system? –        SIVB under pressure – taking the whole sector down with it. –        Strap in…Contagion anyone? –        Try the Chicken Fricassee Who is Silicon Valley Bank? And why did it collapse yesterday? Why did they – SIVB – announce …

Things you need to know – –        Day two – reveals nothing really new – Rates are going higher. –        FED Funds is now pricing in a 78% chance of a 50 bps move –        Stocks ended mixed – but not a disaster. –        Janice Eberly – Remember this name. –        Try the Spaghetti Fini with Leeks and Pancetta And …

Things you need to know – *” FED Explores Faster Rate Increases” – WSJ “FED Unveils Hawkish Tilt as Officials Ready for March Meeting” – Bloomberg “FED Chair Powell says Interest Rates are Likely to be Higher than Previously Expected” – FBN Try the Chicken Cacciatore OK then…. Here we go…..all the big boys suddenly changing their tune….Blackrock and Goldman …

Things you need to know – –         Investors await JJ’s testimony – don’t expect a dove. –         Oil pierces $80/barrel – hello? –         Gold and the Dollar index churn in line –         META announces ‘000’s more out of job, while Joey wants to raise taxes (again) –         NFP due out later this week. –         Try the Stuffed Chicken Breasts Medallions …

  Things you need to know – –        Stocks test and bounce off the trendline. –        10 yr. bond yields retreat from more than 4% –        The dollar churns, oil and gold advance. –        2022 losers continue to be 2023 winners. –        Try the Steak Pizzaiola Stocks moved higher on Friday – all the indexes up more than 1% – …

Things you need to know – –        Conflicting comments from FED Heads ignite a rally. –        Were the comments really dovish? –        Is the FED confused? –        Oil – pushes higher,  Exports to China and Europe at record levels –        Gold rallies, dollar retreats – a bit. –        Treasury yields surge…10 yr. at 4+% –        Try the Arctic Char I …