Things you need to know. Headlines say it all Was the TECH investor reaction in fact another ‘over-reaction’? CPI today will dominate the conversation – will the gov’t play “I’ve got a secret’? 3’s 10’s and 30’s coming to market – How will investors respond and where will yields go? Open states are Booming….It’s time to get going… Not your …
Yellen/Tepper Temper mats; 10 yr drops; Stocks Surge – Try the Pan Seared Sea Bass
Things you need to know. It was a Yellen/Tepper rally – who will speak today? 10 yr yields drop to 1.52% – futures are higher Nasdaq under pressure for a couple of days is seeing big bargain hunting The dollar is up about to kiss trendline…Rates will decide the next move The House sends Covid-19 Relief bill to Biden while …
NFP Surprises, Senate Passes Relief Bill, Saudi Oil Under Attack – Try the Lemon Chicken
Things you need to know. NFP report blows the window out of the bus – stocks surge The Senate passes the $1.9 trillion relief bill – of which only $600 billion goes directly toward relief. Saudi oil field comes under attack by Yemeni Houthi’s – oil spikes 10 Yr Yields pushing 1.6% again…causing mkts to pause Talking heads pushing the …
Powell Confuses Markets, No Inflation, No YCC – Try the Grilled Shrimp on a Bed of Orzo
Things you need to know. Powell talks out of both sides of his mouth – frustrating trader types OPEC holds the line on production- oil surges NFP report today…will it disappoint? Nasdaq in correction territory – The others remain in the normal band Dollar rises, sending gold lower Try the Grilled Shrimp over Orzo Powell goes POW! Treasury rates rise …
Don’t Worry, Be Happy or Disco Inferno?; Rate Surge – Try the Pork Cutlets Milanese
Things you need to know. Treasuries spike again -causing renewed angst. Fed Chair Powell will take center stage – can he calm the tone? The battle remains over the pace of rate increases. Will the song change from ‘Don’t Worry Be Happy’ to ‘Disco Inferno’? Try the Pork Cutlet Milanese So, I guess…. the markets remain anxious over how treasuries …
Investors Create Alpha; Brainard Tows the Line – Try the Vegetarian Paella
**Join me today at 4 pm EST on my Blitzr Live Event where I will be interviewing CNBC’s Jim Iuorio about markets, trading and his difficulties in owning a small business (Restaurant) in Chicago during this crisis – It is sure to be fun. This is a free event – click on this link to register and attend. You need …
Stormy Weather? Don’t Be Crazy! – Try the Champagne Linguini
Things you need to know. It was a global celebration! Stocks surged around the world. Apparently, everyone worried about where US 10 yr. yields are going. Eco data remains strong, almost too strong. Fundamentals continue to suggest higher rates so expect volatility to continue. Dollar rallies a bit, commodities decline, OPEC hints at supply increases. Try the Champagne linguine w/ …
Rates, Rates, Rates….Which Rate Will You Focus on? – Try the Chicken Pizzaiola
Things you need to know. Rate surge caused market to stumble – Stocks took turns getting hit. Reassurance by central banks is helping yields to back off – Stocks around the globe rally and – Goldy says ‘don’t be ridiculous.’ CDC approves the J&J vaccine, and the House passes a $1.9 trillion relief bill. CPAC votes for Donny in 2024….oh …
Treasury Yields Challenge S&P Divy Yield; Stocks Suffer – Try the Sole Meuniere
Things you need to know. Yields surged up and thru 1.5% challenging the S&P 500 Dividend Yield Eco data continues to exceed expectations. Nasdaq and Russell get hit hard, S&P and Dow not so much. Futures lower again – Will the S&P now pierce key trendline support. Oil pulls back a bit and Bitcoin takes a breath. Try the Sole …
It’s About the Theme! – Try the Marinated Pork Loin
Things you need to know. Its all about the THEME Stocks did a 180 yesterday and are breathing today. Dollar continues to weaken – sending commodities up again. Dollar continues to weaken – supporting the big multi-nationals too! Wil today’s macro data continue to ‘exceed expectations?’ Try the marinated Pork Loin. The THEME: Exceeding Expectations…. across the board – the …
