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Morning Thoughts

May 14, 2026
Morning Thoughts

AI Momentum Defies Scorching PPI & Surging Yields: S&P & Nasdaq Hit Fresh Record Highs as Bond Market Rings Alarm – Try the Pasta Norma

May 13, 2026
Morning Thoughts

CPI Hotter Than Expected at 3.8% — Inflation Reaccelerates as Oil Tops $102 and Yields Hit Danger Zone – Try the Pork Loin

May 12, 2026
Morning Thoughts

AI Euphoria Drives Narrow New Highs as Hot CPI Looms, Yields Rise, and Geo Tensions Escalate – Try the Baked Cod

May 11, 2026
Morning Thoughts

Markets Ignore Hot Jobs, Celebrate Soft Wages — Geopolitical Risks Return Ahead of CPI – Try the Tortiglione

May 7, 2026
Morning Thoughts

Markets Melt-Up on “HOPE” of US-Iran Deal — Oil Falls by 6%, Bonds and Gold Surge, Yields and VIX Fall – Try Papa Richard’s El Camino Cheese Steak. Kenny Polcari

May 6, 2026
Morning Thoughts

Global Risk-On, Europe +2%, Asia Higher, US Futures on FIRE, Yields Drop, Gold Surges, Oil Drops ALL on HOPE – Try the Steak Pizzaiola

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Morning Thoughts