July 29, 2022Things you need to know Stocks march higher….GDP is negative but no recession in sight Yields are still inverted –…- July 28, 2022Things you need to know Jay Raises Rates by 75 bps, promises more and then less Says we are not…
- July 27, 2022Things you need to know The mixed results continue to roll in MSFT and GOOG miss – they had no…
- July 26, 2022Things you need to know * The Rush to Re-define what a Recession is…. * WMT pre-announces – and it…
- July 25, 2022Things you need to know It’s a big week – Earnings, macro data points and the FED Treasuries remain inverted,…
- July 22, 2022Things you need to know ECB raised by 50 bps and introduces a new initiative Draghi resigns – Italy to…
- July 21, 2022Things you need to know Vlad turns on the pipeline allowing Europe to catch their breath – but for how…
- July 20, 2022Things you need to know It is HOT out there and stocks sizzle Demand for energy surges around the globe…
- July 19, 2022Things you need to know Stocks tried to advance – and then failed The failure being credited to caution at…
- July 18, 2022Things you need to know – Stocks Rally – GS says the FED is only going to hike by 75…
