Things you need to know Vlad takes and global leaders launch sanctions Global Markets are higher this morning…. a bit oversold? There is still a chance at diplomacy – will Vlad consider it? S&P bounces off the January low…we need to test it one more time Try the Pollo Agrodolce Good morning, good afternoon, or good evening…. Global stocks took …
Vlad Makes the First Move, Germany Halts Nord Stream2, Mkts in Flux – Try the Moscow MULE
Things you need to know So, Vlad finally did it – and on President’s Day no less…. Joey and other world leaders cry ‘Foul Ball’ Manny making it clear that diplomacy is still on the table Vlad sent ‘Peacekeepers’ into Eastern Ukraine. Oil – trading up 4% Try the Moscow Mule ** My appearance on the Claman Countdown yesterday with …
Russian Troops in Retreat! Stocks trade higher – Try the Russian Reuben
Things you need to know Russia troops are in retreat (for now) sending European markets higher. US Futures joining in the fun. Are rallying nicely on the back of that news Oil – pierces $95 a barrel and 10 yr Treasuries are back yielding 2% PPI due out at 8:30 – What will it reveal about inflation? Try the Classic …
Happy Valentines Day – Will Russia KISS Ukraine or not? – Try the Borscht Soup
Things you need to know It’s all about the geo-political headlines – that divert the attention away from weakening US data and runaway inflation PPI is due tomorrow – what will that show? Oil – holding steady at $93/barrel if Vlad invades then watch it go to $100 in short order. Xi Xi watching every move – as he considers …
CPI is HOT! The FED Sends Jimmy to Lay out the Plan – Try the Roasted Lemon Feta Thighs
Things you need to know The FED sends Jimmy B to deliver the news – CPI was HOTTER than even Jay Jay expected. Don’t kid yourself – Jimmy IS a voting member. PPI is due out on Tuesday…will that be a 10% print? Treasury’s surge up and thru 2%…say goodbye to a 1% handle – 2’s/10’s suggesting more potholes ahead …
Tick, Tock, Tick, Tock – CPI Moments Away -Try the Cavatappi
Things you need to know Stocks are NOT struggling CPI is only moments away…. the world awaits FED Officials trying to tamp down the angst – promising not to do anything to upset the markets Will the 10 yr. pierce 2% today? Try the Cavatappi Stocks struggled to maintain gains…. oh wait – struggled? Not so much…. stocks continued to …
Dr’s and Analysts change their Tune – Masks OFF, Stocks Rally! – Try the Bucatini
Things you need to know Earnings continue to help support markets Dr’s and Analysts now changing their ‘dire’ tune – It’s all good! Masks come off and Stocks rally. Big, Boring and Beautiful multi-nationals are in the spotlight (what have I been telling you?) 10 yr. Treasury yields back off to 1.9% after kissing 1.96% Try the Bucatini in a …
Mkts Churn Ahead of the CPI Report/Try The Braised Thighs in a Wine – Cream Spinach Orzo
Things you need to know Stocks tossed and turned all day as we await Thursday’s CPI 10 Yr. Treasuries are now kissing 1.95% – is 2% far behind? NVDA/ARM deal gets cancelled – this is not a surprise Crude oil is taking a breather – but don’t expect it to collapse Try the One Pot Boneless Thighs – (picture on …
AMZN Rallies 13% and Saves the Day! CPI due on Wed/Try the Grilled Rib-Eye w – Gorgonzola Cream
Things you need to know AMZN saves the day…traders and algo’s take it up 13% after a blowout earnings report. Oil – trades as high as $93.15/barrel before settling down 10 Yr Treasury yields pierce 1.93% sending shivers thru the mkts BAC reiterates its call for 7 rate hikes in 2022 Crypto’s raising their heads (again) Try the Grilled Rib-Eye …
This Was NOT about FB…Don’t be fooled – Try the Southern Fried Chicken
Things you need to know FB causes all the drama – but is it really about the Metaverse? AMZN and SNAP report after the bell and guess what? They crushed it – algos taking those names up sharply – making yesterday’s action appear a bit overdone. OIL is now trading with a 9 handle – yes WTI is trading at …