Things you need to know Stocks tried to advance – and then failed The failure being credited to caution at Apple – Ridiculous IBM beats across all lines but warns of $ strength – algo’s take it down T-48 hrs – what will Vlad do with Nordstream Try the Linguine and Clams So the Fear of Missing Out – blew …
Stocks Rally – GS says ‘Don’t Worry about a 100 bps Hike – Not Happening/Try the Chicken Scarapiello
Things you need to know – Stocks Rally – GS says the FED is only going to hike by 75 bps Lots of global central bank action this week Big earnings week as well… Try the Chicken Scarapiello Eco data on Friday suggests that the consumer is alive and well….Advance Retail sales came in at +1% a bit stronger than …
PPI is HOT, Capacity Utilization is HOT too – Try the Hamburger Helper! (think cost efficient)
Things you need to know PPI supports what the CPI told us – inflation is NOT going away JPM and MS report – they miss because they need to allocate more to loan loss reserves – Was that really a surprise considering where we are? More bank earnings today expect the story to be the same The yield curve remains …
CPI Boils Over, PPI Next? Rates to Rise by 100 BPS – Try the Potato & Eggs (it’s affordable)
Things you need to know CPI boils over, what will PPI do? The FED is NOW expected to go 100 bps on July 27th. ECB is now in focus – how will they respond? Dollar strength is causing commodities to back off Let us go with the Potato & Eggs for Breakfast, Lunch and Dinner It is HOT in the …
Earnings and CPI Angst Hit Stocks – Try the Grilled Pork Chops w/Sweet Vinegar Peppers
Things you need to know Stocks remain weak ahead of tomorrow’s inflation print Dollar keeps kissing new highs pushing commodities lower Treasury prices rise sending yields lower Earnings angst sending stocks lower Amazon Prime Day Extravaganza cutting prices across the board – TGT, WMT, M and others follow suit…. some cutting prices by 70%! Try the Grilled Pork Chops with …
It’s a BIG weeks for DATA & Earnings – Try the Porcini Rub
Things you need to know It is a big week – CPI, PPI & Earnings Watch what the FED Heads say on Wednesday afternoon as CPI is expected to jump by 1.1% m/m What will the big banks say on Thursday and Friday – are Loan Loss reserves going up? Auto repossessions on the rise – is that a canary …
NFP Today but CPI and PPI Next Week – Try the Linguine w/Arugula Pesto
Things you need to know Stocks rise as investors bet the FED will blink Fed’s Waller and Bullard say – ‘don’t bet the ranch’ Oil – rebounded after the beating earlier in the week NFP today – but CPI and PPI are next week – they are more important Try the Arugula Pesto w/Toasted Garlic Bread. It was a …
The FED Clears it all UP – Try the Roasted Sea Bass
Things you need to know The FED makes it clear (I think…) 2% inflation is the target – Yeah…good luck with that Markets stabilize – futures are up BoJo is getting kicked out today…. What’s next for the UK? Try the Roasted Sea Bass Let’s be clear…. all areas of the markets are screaming slowdown, the economic data is weakening, …
Where Do I Begin to Tell the Story….. – Try the Veal Scallopine
Things you need to know Chaos in the oil markets Dollar surges to 2 yr high, commodities come under pressure Everywhere you look – you see signs of a RECESSION Try the Veal Scallopine Where do I begin…… (to tell the story of how great a love could be, the sweet love story that is older than the sea…. Where …
We are now in the Dog Days of Summer, Sit Tight – Try the Grilled Sweet Sausage, Peppers and Onions.
Things you need to know The US is in a recession – or at least the Atlanta Fed thinks we are! 10 Yr Treasuries confirm – what will the FED do now? Big economic week and next week begins the beauty pageant Try the Grilled Sweet Sausage w/Peppers and Onions Friday July 1st, 2022…. What would stocks do? Would they …
