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Morning Thoughts
Markets on Edge: Job Growth Surprises, Middle East Tensions Rise, and Volatility Looms Ahead – Try the Rigatoni
October 3, 2024
Things you need to know. - ADP suggests that the labor market may not be in distress. - And that…
Rising Global Tensions Cause Market Volatility, Oil, Gold, and the VIX to Surge Amid Escalating Middle East Confli…
October 2, 2024
Things you need to know. - VIX spikes – were you surprised? - Bonds, rally, Oil surges, gold rallies, while…
Markets Rally to End 3Qtr as Fed Signals Caution and Labor Strike Threat Intensified – Try the Roast Sirloin
October 1, 2024
Things you need to know. - Stocks end the qtr. in the plus column. - Bonds are flat ytd, after…
The Calm Before October: FED’s Soft Landing in Doubt Amid Market Shifts -Try the Risotto Pomodoro
September 30, 2024
Things you need to know. - It’s the end of the qtr.…. October 1st is tomorrow. - Bonds are up,…
Markets Waver as Fed Signals Further Moves; MU Earnings Ignite Tech Surge – Try the Pasta Faggioli w/Sausage and Pan…
September 26, 2024
Things you need to know. - The rally stalled yesterday, but NOT today. - MU stuns the markets – Quoted…
Fed Eyes Aggressive Rate Cuts as Consumer Sentiment Tanks, Markets Hold Steady – Try the Veal
September 25, 2024
Things you need to know. - Stocks continue to push higher on lower rates. - But don’t worry- It’s all…
Stocks Advance on further cuts; FED Heads Promise More Easing – Try the Rigatoni
September 24, 2024
Things you need to know. - Stocks rally after 4 FED Heads promise MORE. - The message? Economy is just…
Market Euphoria Fades: Fed’s Recalibration Sparks Investor Caution – Try the Veal Francese
September 23, 2024
Things you need to know. - Fed is ‘recalibrating’. Bostic & Goolsbee will ‘clarify’ today. - Are the Transports saying…
Markets Surge on JJ’s Bold Move: Relief Rally Spurs Global Optimism as Fed Calms Recession Fears – Try the Risotto
September 20, 2024
Things you need to know. - Investors celebrate – but is the hangover coming? - S&P enters another new century.…
Fed Hits Markets with Aggressive Rate Cut Amid Strong Economy and Pre-Election Pressure – Try the Thighs
September 19, 2024
Things you need to know. - JJ is BACK! - FED slashes rates by 50 bps…. - Mkts that were…
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Morning Thoughts