Things you need to know We are now in the second half of 2022….177 days until ChristmasT Stocks expected to continue to struggle in the month ahead Treasuries suggesting that the FED will choke now that the Atlanta GDP report has gone negative in the 2nd qtr. It is a long weekend – I would be surprised if we saw …
It’s the End of the Quarter – Good Riddance – Try the Blueberry Pie and Ice Cream
Things you need to know Stocks under pressure as we end the quarter JJ promises ‘some pain’ as rates move up and targets inflation More FED members hinting at at least a 75-bps move – Capisce? PCE Deflator due out at 8:30 am…This will be a KEY metric Try the Blueberry Pie and Ice Cream It was a …
Rally Fizzles, Lagarde Says ‘don’t worry’ and the FED says ‘Game on’! – Try the Boiled Lobster
Things you need to know The rally fizzles (again) – confidence plunges Lagarde promises to go easy Williams, Daly and Mester push for higher rates…mimicking JJ’s stance Oil remains higher – as the US is now well into ‘hurricane season’ Tomorrow is end of month and end of quarter – And? Try the Boiled Lobster, Drawn Butter, Cole …
Stocks Stall, Yields UP, Rates Up, Inflation Up -Try the Zucchini Flowers
Things you need to know Stocks stall, yields up, oil up, China eases up, rates go up, inflation is up The Recession – not if, but when End of qtr. action should see stocks rise just a bit. Earnings season is only 2 weeks away Try the Stuffed Zucchini Flowers There was no carry thru to the stock rally …
It’s the End of the Quarter! Stocks in Rally Mode – Try the Swordfish
Things you need to know Stocks rally as some consider the state of the union JPM’s Marko Kolanovic predicts a gain of 7% THIS WEEK It is the end of the 2nd qtr. – expect lots of window dressing Oil bounces off of trendline support and moves higher Try the Seared Swordfish on a bed of Puttanesca Sauce …
Russia is Producing More Oil than Before/Try the Mussels w/Wine Broth
Things you need to know Day 2 on the Hill – Maxine gets it started and JJ holds his own Stagflation? Should we worry? Russia is pumping and refining MORE oil than prior to the invasion. Treasury yields decline as US treasury’s find plenty of foreign buyers Watch the housing data today….. Try the Mussels Stocks ended …
JJ Promises a Recession is Coming (if not already here) – Try the Summer Risotto
Things you need to know JJ plays the starring role on Capitol Hill – what did he reveal Investors now have to price in a possible 100 bps July move Oil – under pressure as global recession fears build Treasury yields retreat – on a bet that the FED will blink Try the Summer Risotto “An economic downturn is …
Stocks Take Back Yesterday’s Gains; JJ is on The HIll – Try the Croatian Chicken Parts
Things you need to know Stocks rallied hard on Tuesday and are set to give it back on Wednesday Treasury yields approach 3.3% and stall JJ Powell is on Capitol Hill today and tomorrow – markets await UK inflation hits a record high of 9.1%! – Germany, France and the EZ up next Try the Croatian Baked/Broiled Chicken …
Stocks in Rally Mode – Joey Say’s ‘it’s not inevitable’ – Try the 3 Bean Salad
Things you need to know Stocks, Treasury’s and Crypto’s continued to whipsaw Volatility remains below 40 but continues to tease Oil – backs off on recession fears last week, but rallies on supply concerns today Futures are pointing higher in another ‘dead cat bounce’ Try the 3 Bean Summer Salad The ricocheting across a range of assets continued last …
Stocks Ricochet Around the World, a Recession? Get Ready – Try the Grilled Pork Chops
Things you need to know Stocks continue to ricochet around the world Treasury prices, stocks and crypto’s all in free fall mode More big banks now convinced that a recession is inevitable if not already begun Try the Grilled Pork Chops So, by now you know what happened, that IS unless you have been living in a cave…. JJ …
