Things you need to know – Jay pivots – transitory replaced by TURBO Janet warns congress not to ‘eviscerate the economy’ Moderna CEO suddenly realizes that he cut his own finger off…. Sentiment today is a complete reversal of yesterday….Sit tight It’s December and I give you the Feast of the 7 Fishes It was November 30th, and I felt …
Stephane Bancel is Now the Mkt Driver? – Try the Roasted Cauliflower Soup
Things you need to know – Moderna CEO Bancel is apparently the new Siren…. We went from ‘don’t worry’ to ‘not so sure it isn’t worse’ – which I think is debatable. Oil, stocks, crypto and the dollar all under pressure, Bonds up, Gold Up J&J (Jay and Janet) to address the Senate today….Concerns are rising OPEC to meet next …
S.A. Says “Don’t Worry” & Stocks Rally – Try the Mashed Potato Surprise
Things you need to know – S.A. Says ‘Don’t worry…’ as a dozen nations ban travel to and from S.A. Global markets are now in rally mode – Europe UP, US futures pointing up FED not expected to change the schedule Portfolio managers and asset managers back at their desks – Cooler heads prevail Try the Mashed Potato Surprise Global …
Clarity Restored! It’s the Jay and Lael Show – Will Rates Rise? – Try the Fried Turkey
Things you need to know Clarity restored at the FED…. Jay gets the nod and Lael gets elevated to vice chair Joey to announce a release of oil from the SPR today…but will that really solve the problem? Treasury rates rise, investors are now betting of an interest rate rise may come sooner Lots of eco data today and tomorrow …
Thanksgiving is Here – What will Joey Do About the FED – Try the Chicken Scarpariello
Things you need to know It’s a holiday week – the market usually advances Continued inflationary pressures leave some to consider chicken? Lizzy Warren is blaming rising oil prices on price gouging – laughable All eyes remain on focused on the WH and its FED announcement – Has the mkt voted for Lael? Try the Chicken Scarpariello (for Thanksgiving) Stocks …
Investors Loving Retail and Semi’s, Lagarde Says NO Rate Hikes in 22 – Try the Ravioli’s
Things you need to know Investors are in love with retailers and semi’s Do not expect Holiday Sales – ain’t happening. Madam Lagarde says rates will NOT rise in 2022 EV’s are in a bit of a retreat…. Here are the Ravioli’s in a Classic Bolognese Sauce It’s a consumer palooza – retailers basking in the sun…. HD, LOW, WMT, …
Investors Remain Confused, Stocks in Retreat (Yesterday), but Today are Rallying -Try the Mud Pie
Things you need to know Inflation and Supply Chain Issues continue to cloud the outlook Joey now asking Asian nations to coordinate a release of SPR’s to help calm prices We continue to wait for a FED Chair nominee….Larry Summers??? Oh NO! Will the BoE – have first mover advantage? Try the Mud Pie – because it is really muddy …
Inflation not stopping Shoppers / Who will be next FED Chair? / Are Investors missing the boat? – Try Italian Style Sweet Sausage Stuffing
Things you need to know Retail sales show that inflationary prices are not slowing the consumer Joey still hasn’t announced his pick for FED Chair – leaving investors to speculate 21st century EV’s continue to push higher…. Are investors missing the boat with F & GM? (Or any of the others?) What is Chainlink and why is it important to …
FED Announcement is Imminent…..Odds Favor Jay – Try the Roast Turkey
Things you need to know Investors become a bit cautious – markets churn WH says a FED announcement is imminent…. Odds favor Jay over Lael 60/40….but it might be too close to call… Treasuries are kissing 1.6% as investors consider the pace at which the FED moves on tapering, Gold lifts its head…. Crypto’s under pressure overnight…. China banging the …
Stocks Churn, Joey to Sign Infrastructure Bill and it’s a Big Week for Retail/Try the Limoncello
Things you need to know Stocks churning as investors reconsider the outlook Dollar continues to push higher Oil holding onto $80/barrel – Will Joey release reserves? Big retail week – How will the consumer perform? Joey to sign the 1st infrastructure bill Try the Limoncello Stocks rose on Friday ending the week just slightly higher – while performance for the …
