Things you need to know There is a Theme playing out – Why should I stand in the way? Global markets under pressure again, 10 yr Treasuries kiss 1.85% Bank earnings beat on the bottom line, investors/traders and algos hit the SELL button – Buyers are not ‘standing the way’ Oil up again….as the demand story is alive and well …
Investors Run for the Door! Tech Gets Trampled – Try the Linguine w/Artichokes and Pancetta
Things you need to know Nasdaq gets clobbered, PPI at 40 yr. highs The FED prepares to ‘shock investors’ Lael Brainard sweeps the Senate Panel off their feet The Majority of FED Presidents now support aggressive moves And earnings…BLK, JPM AND WFC all beat on the bottom line Try the Linguine w/Artichokes and Pancetta Who let the dogs out??? Boom! …
CPI is HOTTER, What will PPI Be? And Wages are Falling! – Try the Chicken Soup
Things you need to know CPI is as HOT as it was in 1980 – yet yields didn’t move??? PPI is due out any moment – will it pierce 10% The Dollar index falls, helping to send oil and other commodities higher Earnings season officially starts tomorrow…. Financials in focus Talk of 4 rate hikes is NOW the norm….so hold …
Jay Plays Nice in the Sandbox – Hawk in Dove’s Clothing – Try the Scampi
Things you need to know Jay Powell managed to play on both sides of the fence Algo’s and Traders took his comments as dovish – stocks rallied CPI is out today…. T-1 hr., PPI is due tomorrow Oil – surges up and thru $81/barrel and going higher The dollar index breaking lower Try the Shrimp Scampi w/Vidalia Onions and Chopped …
It’s all Very Orchestrated – Don’t Kid Yourself – Try the Breaded Pork Cutlets Bathed in White Wine
Things you need to know Let’s be clear – It’s all very orchestrated Stocks plunge and then attempt to rebound on a buy the dip play 10 Yr. Yields surge up and thru 1.8% – yr. end targets now have a 3 handle Crypto’s under pressure – Bitcoin about to experience a ‘death cross’ and that suggests further weakness Powell …
The FED’s Triple Threat Continues to Rock Mkts – Yields Kiss 1.8% – Try the Sicilian Swordfish
Things you need to know The FED Triple Threat continues to hang over markets Jay and Lael to appear on Capitol Hill for a vote on their nomination Treasury yields kissing 1.8% – yr. end calls for 2% need to be scrubbed! Try 2.5% – 3% is more likely. Earnings to start with DAL, JPM, C, WFC, and BLK Oil …
Chop, chop, chop – Stocks Look for Stability/Try the Frittata
Things you need to know Stocks look for stability, but continue to come under pressure as the new FED reality sinks in. Value overgrowth in 2022. OIL – pierces $80/barrel…. expect prices at the pump to surge…. Treasuries are now yielding 1.74% heading towards 2%…. how much more pressure will that put on stocks? Crypto’s all under pressure as they …
Jay DROPPED the Bomb! – Try the Potato Gnocchi
Things you need to know Jay Powell dropped ‘The Bomb on Me’ – Gap Band 1982 Tapering, Rate Increases and Reduction of Balance Sheet to happen simultaneously – OUCH! Investors were surprised…. which leads me to ask – WHY? Try the Potato Gnocchi in a Brown Butter Sage Sauce (Potato Gnocchi are like small bombs in your stomach! See how …
Uh oh? What Happened to Tech? Bond Yields Surge to 1.7%? – Try the Grilled Pork Chops w/Sweet Vinegar Peppers
Things you need to know Treasury yields surge to 1.7%, Tech stocks come under pressure Big Cap value in energy, industrial, financials and consumer staples are the beneficiaries. F – rallies 12% after they doubled their manufacturing outlook! (Love Ford) Oil -nearing $80 barrel even as OPEC+ agrees to pump more Try the Grilled Pork Chops with Sweet Vinegar Peppers …
Hello 2022!!! Investors Continue to Celebrate, Stocks Advance – Try the Pot Roast
Things you need to know Santa is still hanging around – Investors remain optimistic Apple became a $3 trillion company for 2 mins and this morning it looks like investors will push it even higher 10 Yr. Treasuries now pushing 1.64% and going higher Try the Simple One Pot – Pot Roast So, stocks in the US (Asia & Europe) …
