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Morning Thoughts
Fed Holds Rates Steady Amid Tariff and Middle East Tensions, Markets Mixed as Trump Mulls ‘Bunker Busters – Try the Pasta Norma
June 20, 2025
Things you need to know. JJ holds rates steady – Which should not be a surprise. Cites the risk of…
Markets Wobble as Middle East Tensions Flare, Retail Sales Control Group Shines, and Fed Decision Looms – Try the Mahogany Chicken
June 18, 2025
Things you need to know. Tensions are high – Investors remain cautious but not panicked. Israel takes over the skies,…
Stocks Rebound as Iran Signals ‘Willingness’ to Talk, but Geopolitical Tensions Keep Markets on Edge Ahead of FOMC Dot Plot Reveal – Try the Steak Pizzaiola
June 17, 2025
Things you need to know. Risk Off then Risk On – Stocks take back Friday’s losses. Oil down, gold down,…
Global Markets Navigate Geopolitical Tensions and Economic Data: A Week of High Stakes – Try the Lemon Ricotta Pasta
June 16, 2025
Things you need to know. Global stocks took a hit on Friday but appear to be taking it in stride…
Israel Strikes Iran’s Nuclear Sites, Oil Surges 6%, Global Markets Slide, Defense Stocks Soar – Try the Watermelon, Tomato Salad
June 13, 2025
Things you need to know. Mid-East explodes overnight as Israel ‘eliminates the threat’. Oil surges higher by 6%, Gold up…
Stocks Churn as Trade Talks Teeter, Apple Dips, Tesla Rebounds, and Fed Goes Silent Ahead of CPI and PPI – Try the Italian Style Pork Chops
June 10, 2025
Things you need to know. Stocks churned as we wait for more clarity from Scotty. Timmy fails to excite –…
Markets Surge on Strong NFP, Trump Pushes for 100 bps Rate Cut, CPI/PPI and US-China Trade Talks Loom – Try the Spaghetti Amatriciana
June 9, 2025
Things you need to know. NFP came in better than expected and it was Risk ON. Trump call for JJ…
Lonnie and Donnie’s Billion-Dollar Breakup: Tesla Tanks, Markets Yawn, and Agro-Terrorism Looms as the Real Threat – Try the Summer Zucchini Salad
June 6, 2025
Things you need to know. Lonnie and Donnie are getting divorced – Can’t’ wait for the SNL skit. TSLA loses…
S&P Nears 6000 as Markets Rally, Musk Slams “Pork-Filled” Bill, and Trump Calls Xi a Tough Negotiator – Try the Flank Steak
June 4, 2025
Things you need to know. S&P rallied again and is just 30 points away from kissing 6000. Gold down, dollar…
Stocks Edge Up Amid Mixed Eco Data, Surging Oil and Gold, and Ongoing Trade Tensions – Try the Pasta Semplice
June 3, 2025
Things you need to know. Stocks ended the day slightly higher. Eco data mixes, Gold UP, Bonds Down, Yields Up…
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Morning Thoughts