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Morning Thoughts
GDP Dips -0.3% But Core Growth Shines at +3%: Markets Rally as META and MSFT Soar, PCE Inflation Cools – Try the Sicilian Cod
May 1, 2025
Things you need to know. BEA says GDP is -0.3% while others say – NOT SO FAST. ADP Weak, Mortgages…
Mixed Eco Signals: JOLTS and Retail Inventories Disappoint, but Markets Rally as Tech Earnings Loom – Try the AAPL Pie
April 30, 2025
Things you need to know. Soft and Hard Data – Mixed reports create Mixed results. Earnings continue to show mixed…
Markets Rally Late as Investors Digest Earnings and Economic Data, Tech Giants Loom Large – Try the Puglian Rigatoni
April 29, 2025
Things you need to know. Markets continue to digest the news and respond accordingly. 50 more earnings reports are due…
Stocks Surge 14% Off Lows, It’s a Big Week: Earnings, Eco Data & Trade Talks – Try the Spring Chicken Soup for the Soul
April 28, 2025
Things you need to know. Stocks continue to advance – indexes all up more than 10% off the lows. Big…
Stocks Surge Despite Trade Tensions & Recession Fears: Democratic Retirements & Fed Rate Cut Rumors Fuel Rally – Try the Farfalle
April 25, 2025
Things you need to know. Stocks continue to rally. Is someone confused? Is it Donny or XiXi? More Democrats plan…
Stocks Surge on Trade Talk Hopes, but China’s Rejection Sparks Volatility Fears – Try the Mediterranean Salmon
April 24, 2025
Things you need to know. Stocks rally but was it a head fake? Early headlines suggest progress, but were they…
Markets Surge as Trade Deal Optimism Sparks Rally: Stocks, Bonds, and Dollar Advance – Try the Veal Saltimbocca
April 23, 2025
Things you need to know. Stocks take back the losses…. JD hints at a trade with India while Scotty hints…
Stocks Take a Beating, Gold’s the Only Winner, as Trump Bullies JJ and China Yells ‘Pick a Side!’ – Try Escarole & Beans
April 22, 2025
Things you need to know. Stocks and everything else got slammed – except GOLD. Trump continues to bully JJ –…
Powell’s “Wait and See” Stance Crushes Rate Cut Hopes, Sparks Market Turmoil – Try the Herb Crusted Crown Roast of Pork
April 17, 2025
Things you need to know. JJ says, “Let’s just wait and see’…slashing hopes for rate cuts. Stocks got SOLD while…
Gold Soars to New Heights as Dollar Dives, NVDA Takes a Tariff Tumble – Try the Greek Style Easter Lamb
April 16, 2025
Things you need to know. Mkts continue to assess the news…. Gold continues to SURGE – now trading in another…
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Morning Thoughts