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Category:
Morning Thoughts
Strong Economic Data Fuels Rate Cut Uncertainty: How Will Markets and the Fed Respond – Try the Linguine
October 18, 2024
Things you need to know. - Eco data is undeniable – Retail Sales are Strong. - Initial Jobless Claims decline,…
Rotation Drives SMID and Transports to All-Time Highs, Tech Takes a Backseat as Investors Diversify Amid Interest …
October 17, 2024
Things you need to know. - Stocks pulled a fast one…SMIDS and Transports hit all-time highs. - The big rotation…
Markets Jolt as ASML Surprises with Disappointing Earnings, Sparking Broad Sell-Off Across Tech. LVMH does it agai…
October 16, 2024
Things you need to know. - ASML surprises (not a good surprise) stock falls 16% - LVMH down 6% today…they…
Bank Earnings Sparks Market Surge, S&P Enters a New Century, “I Hear a Symphony”/Try the Pork Loin
October 14, 2024
Things you need to know. - Earnings season starts off with a BANG! - S&P crosses into another new century.…
Inflation Eases, But Concerns Linger: Will the Fed Pause or Push/Try the Sea Bass
October 11, 2024
Things you need to know. - CPI came in a bit hotter - PPI is due at 8:30 am - …
S&P ‘Kisses”5800; Investors Juggle Fed Moves, Bond Yields, & Economic Signals – Try the Rigatoni w/Tomato, Sausage C…
October 10, 2024
Things you need to know. Click on this link to learn more about Slatestone Wealth – Put KP in the…
Tech Leads the Way Higher Ahead of Earnings and Key Economic Data, Despite Global Concerns – Try the Pumpkin Risotto
October 9, 2024
Things you need to know. - Stocks continue Churn in a tight range. - 10 yr bond yields test 4.05%.…
Stocks Tumble Amid Economic Concerns and Rising Geopolitical Tensions, As Volatility Looms Large/Try the Tuscan So…
October 8, 2024
Things you need to know. - Investors got a chance to reflect on the data and the global mess. - …
Stocks Surge as NFP Report Sparks Risk-On Rally, While Bond Yields and Oil Surge Amid Market Uncertainty/Try the P…
October 7, 2024
Things you need to know. - NFP report came in strong, but did it really? - Bonds came under pressure,…
Stocks Decline as Economic Data and Port Disruptions Stir Inflation Fears; Investors Brace for NFP Report – Try the …
October 4, 2024
Things you need to know. - The Longshoremen get a 61.5% pay hike. - Language around automation yet to be…
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Morning Thoughts