Things you need to know. Stocks end on the highs of the day on Friday. Then Moody’s CUTS US credit rating This morning it is RISK OFF. Bonds down, Yields UP, Gold UP Try the Roast Pork Tenderloin Good morning – I am joining Maria on Mornings with Maria – Fox Business from 6 – 9 am this morning. And …
CPI Cools, Stocks Soar, NVDA Surges on Saudi Chip Deal as Trump Bolsters US-Saudi Ties – Try the Chicken & Potatoes
Things you need to know. CPI cools! Stocks rally. Trump and Co. attend the Saudi/US Investment Forum. Crown Prince MBS commits to buy ‘several hundred thousand’ NVDA chips! NVDA surges by 5.6%. Bonds down, Oil UP, Gold churns. More hard data tomorrow – PPI and Retail Sales. Try Creamy Chicken & Potatoes. And the band played on…..at 8:30 am – …
Stocks Soar Adding $1.8T as US-China Trade Thaw Sparks Bull Market Frenzy—What’s Next? – Try the Pesto di Limone
Things you need to know. Stocks went into OVERDRIVE – S&P and Nasdaq back in BULL mkt mode. The move added $1.8 trillion in market value. Shorts got crushed and Investors that got OUT want back IN. US/China play nice – Scotty promises more discussions in 2 weeks. Gold declines, bonds decline, while Oil rallies. Try the Pesto di Limone. …
Scotty Brokers China Trade Deal, Ignites Global Stocks Soar, Bonds Dip, Big Pharma Fumes – Try the Baked Bosc Pears.
Things you need to know. Scotty Brings XiXi to the table and makes a China Trade deal! Global markets are in Risk On mood. US futures surge, gold drops, Oil up, Bonds Down, Yields UP. Big Pharma NOT happy! Trump vows to slash prices. Try the Bosc Pears. Good morning…Wake UP….Grab the coffee and maybe a donut – just get …
Fed Stays Put, Trump Teases Mega Deals, Chips surge – Try the Chicken Diane!
Things you need to know. FED Holds Pat. No Surprise at all. JJ makes NO promises in either direction. Trump Teases of a BIG Deal – Headlines Suggest UK/US Trade Deal. But there are also Peace Deals, Tax Deals, Energy Deals – Oh my! Futures Surge! Try the Chicken Diane “FED HOLDS STEADY, CITING RISKS OF TARIFFS – Powell warns …
Markets Tumble as Trump Pushes Fixed Tariffs, Fed Signals No Rate Cuts, and Gold Soars – Try the Spring Pasta
Things you need to know. Stocks fell, bonds rose, gold rose, oil rose. Trump talks fixed rather than negotiated tariffs (I call BS). Scotty to meet the Chinese in a neutral country – Think Zurich, Switzerland. It’s FED Day…. hold your hats…No cut for you! Try the Spring Pasta Stocks fell and bonds rose…. (again, no surprise) –Even as Donny …
Trump’s Tariff Threats on Film and Pharma Fuel Market Turmoil, Saudi Oil Hike Adds Pressure as we Await the FED – Try the Chicken Piccata
Things you need to know. Trump continues to threaten new tariffs on Film and Pharma Buyers pull back causing sellers to get anxious. The Saudi’s are mad as hell and announce June production increases. Bonds decline; yields rise – Gold making a run for it again as anxiety rises. The FED goes into lockdown mode. Try the Chicken Piccata So, …
Tech Titans MSFT and META Spark Rally, AMZN and AAPL Stir Algos, as US-China Talks and NFP Data Loom – Try the Linguine
Things you need to know. META and MSFT ignite the rally – other tech follows. More mixed eco data. AMZN & AAPL report – algo’s are disappointed, I am NOT. NFP today at 8:30…. US & China are ‘engaged’ – who will kiss who first? 😉 Try the Linguine Well – it was a good day….the MSFT and META earnings …
GDP Dips -0.3% But Core Growth Shines at +3%: Markets Rally as META and MSFT Soar, PCE Inflation Cools – Try the Sicilian Cod
Things you need to know. BEA says GDP is -0.3% while others say – NOT SO FAST. ADP Weak, Mortgages Weak Pers Income/Spending Strong PCE (inflation) DECLINES META Crushes it/MSFT Smashes it! AAPL and AMZN after the bell Try the Sicilian Cod. Here is all you need to know: “The best investors in the world are really good at doing …
Mixed Eco Signals: JOLTS and Retail Inventories Disappoint, but Markets Rally as Tech Earnings Loom – Try the AAPL Pie
Things you need to know. Soft and Hard Data – Mixed reports create Mixed results. Earnings continue to show mixed results – some guide, others don’t. Lots of Hard data today. Tech Earnings start tonight. Try Apple Pie. So, we got 2 interesting economic reports yesterday that did NOT suggest to me an economy going off the rails at all…. …
