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Category:
Morning Thoughts
Payroll Revision Reveals Labor Mkt Cooling: Fed Faces Pressure for Bigger Rate Cuts as Markets Rally/Try the ‘BALO…
August 22, 2024
Things you need to know. - The BIG number wasn’t that BIG of a deal. - FOMC mins do not…
Markets Churn Amid Speculation on Fed’s Next Move – Investors Cautiously Await Jackson Hole Insights/Try the Class…
August 21, 2024
Things you need to know. - Stocks take a break. - BLS is due to make that revision today. - …
Momo Traders Drive Stocks UP, Fed Watch Intensifies, Plus Uncle Warren’s AAPL Regret and NVDA’s Meteoric Rise/Try …
August 20, 2024
Things you need to know. - UP, UP and Away – the Momo guys are in high gear. - AAPL…
Market Resilience, Jackson Hole Anticipation: A Week of Surprises and Strategy – Try the Pasta Carbonara
August 19, 2024
Things you need to know. - Stocks advanced going into the weekend. - It’s all about the Jackson Hole Boondoggle…
Retail Surge Fuels Mkt Rallies as WMT Dominates, But Will Housing Data Cool the Hype? Try the Pork Cutlet Milanese…
August 16, 2024
Things you need to know. - Retail Sales explode higher. - WMT Blows the house off the foundation. - Stocks…
CPI Report Aligns with Expectations, Fed Likely to Cut 25 Bps in September Amid Slowing Inflation and Cooling Job …
August 15, 2024
Things you need to know. - CPI does not surprise – it’s all systems go… - Stocks Rally, Bonds Advance…
Mkts Surge as Cooler PPI Sparks Rate Cut Speculation: Investors Eye Potential 105 bps Reduction by Year-End/Try th…
August 14, 2024
Things you need to know. - PPI causes the algo’s to go into overdrive. - Stocks and Bonds Rally - …
Stocks Stumble/Bonds Rally Ahead of Inflation Data; Investors Brace for Volatility Amid Geo-Political Tensions and…
August 13, 2024
Things you need to know. - Markets await today’s PPI. - HD reports and beats, but stock is down 3%.…
Stocks Recover Amid Volatile Week, Consumers Push Back on Rising Costs; Eyes on Upcoming Inflation Data/Try the Sp…
August 12, 2024
Things you need to know. - Stocks took back almost all the earlier losses. - 2Q earnings have not been…
A Week of Whiplash: Stocks Drop then Rally, FED Stands Pat, Jobless Claims Drop – Try a Martini!
August 9, 2024
Things you need to know. - It’s been one wild week – stocks about to take back all the losses.…
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Morning Thoughts