Things you need to know ~ This week marks the ‘unofficial end’ of the Economic and Fed year. Lots of eco data and lots of central bank commentary and policy announcements CPI is due tomorrow…. FED on Wednesday Oil under pressure – but why? Demand is everywhere…. Try the Stuffed Calamari – Recipe #5 Good morning – wherever you are …
It’s all about the PPI! Algo’s primed to go Hyperbolic If…. – Try #4 the Italian Style File to Sole
Things you need to know ~ Stocks rally ahead of today’s PPI report Oil trades down to $71.30 and appears to have found stability. Xi Xi and Crown Prince MBS hammer out Saudi support for China’s energy needs. Central banks get ready to give their final 2022 comments next week. Try the Italian Filet of Sole – Christmas Eve fish …
MTE are over, Joey acknowledges Inflation, Maybe the NBER will Call it? – Try the Feta Shrimp
Things you need to know – The churn continues – stocks close lower , the mid-terms are officially over– Suddenly the administration is acknowledging that we have an inflation problem! Mortgage Apps fall again….no eco data today – but tomorrow brings us the PPI Big week next week for the central banks Oil tests $72/barrel – while Joey defends that …
Eco data Strong! Algo’s Panic, Stocks get Smashed/Christmas Eve #2 – Linguine & Lobster Sauce
Things you need to know ~ Eco data suggests that the recent rate hikes may not be working as expected Markets sell off hard – as the algo’s take control In the mess is opportunity – stick to the plan. Everything got hit, nothing was saved, stocks, bonds, oil, gold etc. Try the Linguine and Lobster Sauce Bam! Stocks got …
OPEC + Holds Steady, China Relaxes Covid Regs – Christmas Eve #1 Linguine and Clams
Things you need to know ~ OPEC+ holds the current production levels which include the cuts made last month. The NFP report suggests that inflation is becoming a bit more entrenched. Investors now wonder what the real terminal rate will be China decides to relax covid regulations – this after many companies look elsewhere Foxconn to resume 100% production before …
Investors await the NFP Report. Bonds Suggest the RECESSION is coming – Try the Halibut w/Mushrroms, Leeks and Clams
Things you need to know ~ Stocks churn and digest, Eco data shows cooling inflation and a coming recession Bonds rally, sending yields a bit lower Senate votes to avert that rail strike, Joey set to sign today NFP due out at 8:30…. Try the Halibut with Mushrooms, Leeks and Clams Stocks chopped all day….and then ended the day mixed …
JJ Ignites a Rally – But is that what he Wanted to do? – Try the Cavatappi w/Prosciutto and Piselli
Things you need to know ~ Things you need to know – JJ ignites a rally – but is that what he wanted to happen? What did he say? Nothing new. Rates will continue to rise until they figure it out China reconsiders the zero covid rule – (yawn!) The House votes to avert a rail strike – Senate up …
Stocks Await JJ’s Speech – Congress to Avert a Rail Strike – Try the Beef Stew
Things you need to know ~ Stocks await the JJ speech China protests go from boil to simmer Congress to pass legislation to avert a rail strike OPEC? What will they do? Try the Beef Stew Stocks churned as investors pondered what JJ is set to say today during his speech to the Brookings Institution. Now while no one expects …
Railroad Strike? China Protests and More Hawkish Talk Send Stocks Lower – Try the Shells
Things you need to know ~ Joey calls on Congress to avert a devastating strike by the rail unions China clamps down harder – Police rounding up phones to track where ‘you’ were Oil falls then rallies after OPEC+ considers what? Production cuts! Consumers spent $11.2 billion yesterday! A new record for Cyber Monday Try the Shells with Sweet Sausage, …
Consumers do not disappoint! Spend money like there’s no tomrrow – Try the Fusilli Verde
Things you need to know ~ Consumers spent a record amount of money over the weekend – Buy now/Pay later services are in demand. Which tells you what? Protests in China are growing across the country – Twitter telling the story Oil – comes crashing down on global economic slowdown and China covid restrictions – expect to hear more from …
