Things you need to know Stocks rallied (note the past tense) because stocks are in decline this morning. Volatility remains elevated as earning season is set to begin The dollar index moves up, 10 yr. treasuries yield move up, Oil moves up and PEP is raising prices across the board… 4278 is the level to watch on the S&P – …
Tech Gets Clobbered, FB Gets Slammed & Jimmy B Warns of Inflation – ry the Penne w/Pumpkin Cream & Sweet Sausage
Things you need to know Tech gets clobbered, FB under pressure – Frances to appear on Capitol Hill All the indexes teetering on trendline supports – the pressure is on – Will the ‘BTD’s (Buy the Dippers) save the day? Oil surges as OPEC+ says ‘No dice’ Production is what it is – We have taken back control of global …
Evergrande is Halted, (Yawn), Europeans Considering Central Bank Action and US Futures Point Lower – Try the Osso Bucco
Things you need to know Evergrande is halted – but investors are yawning European investors not concerned US stocks headed lower after the Friday bounce OPEC to decide if they will pump more or not Try the Osso Bucco Stocks rallied back on bit on Friday (think 10 yr. yield falling to 1.48%) after the drubbing they took on Thursday …
Send in the Clowns! No Gov’t Shutdown! – Try the Roast Duck w/Orange Honey Glaze
Things you need to know Chucky says – “We made a deal – no gov’t shutdown tonight” Next up – the debt ceiling – Anyone want to bet on that outcome? And then we have Infrastructure 1 and 2 – total of $5+ trillion End of the Qtr – get ready for a Santa Claus rally? Try the Roast Duck …
“Just RAISE the DAMN Thing..” – Try the Chicken Fricassee w/Cognac
Things you need to know Rising rates send shivers thru financial markets yesterday Tech gets clobbered – creating new opportunities in some ‘blue chip’ tech names Oil continues to surge on worries over supply chain issues as well as rising demand. Renewables are great, but the need for fossil fuels isn’t going away anytime soon. 10 yr. Treasury yields are …
Jay to Explain Why Inflation is Now NOT so Transitory/Try the Pumpkin – Butternut Risotto
Things you need to know – Global markets under pressure – Gas shortages across the UK causing angst – brent pierces $80/barrel WTI following suit – now trading about $76/barrel up 23% since mid-August Jay Powell to explain to Congress why inflation is no longer ‘transitory’ 2 Fed Presidents resign after revelations of massive gains in stock trading – Rosengren …
German goes Center Left, Bitcoin & Ethereum are UP and DC Battles Over Stimulus and the Debt Ceiling/Try the Tuscan Soup
Things you need to know – It’s a big week in DC…Will the Dems force $3.5 trillion down our throats? Evergrande and Crypto’s are not creating market angst at all…. German elections show support for center left vs. center right 10 Yr. Treasuries heading towards 1.6% – short term cap for markets Try the Tuscan Soup Stocks muddled their way …
Jay Powell sends Investors into A Buying Frenzy/Try the Pan Roasted Chicken in a Dijon – White Wine Sauce
Things you need to know Global markets digesting yesterday’s surge higher – no surprise China now has two issues – Evergrande and Crypto Bitcoin and Ethereum under pressure There is no eco data to drive the move, so its all about the continued interpretation of the FED Try the Pan Roasted Chicken in a Dijon/White Wine Sauce Click here to …
FED Keeps Feeding the Beast; Beijing Warns of a Possible Storm – Try the Pasta Nonna
Things you need to know * Jay is both Hawkish and Dovish – figure that one out! * Markets focus more on the Dovish commentary – again accentuating the positive vs. the negative * Global markets are all higher at 6:30 am * China warns the country to prepare for a possible storm over the possible collapse of Evergrande – …
PBoC Injects $14 billion into Economy, FED Due to Reveal the Dot Plot – I’m having a Martini!
Things you need to know Evergrande is set to make at least one of their payments tomorrow – PboC injects $14 billion into economy…. Asian markets mixed, European markets higher and US futures higher as well Countdown to the FED…. T- 8 hrs. until the announcement – What will the Dot Plot suggest? I’m having the Martini please…. Stocks rallied, …
