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Morning Thoughts
CPI, FOMC, Dot Plots, What Else? Oh, Lonnie and Timmy Get Into a Fight!/Try the Greek Style Shrimp
June 11, 2024
Things you need to know. - Cautiously optimistic - APPL & Lonnie get into a fight…. Or is Lonnie just…
Mkt Muddle: NFP Signals Strength, Unemployment Caution – FOMC Meeting and Inflation Data Awaited/Try the Grilled P…
June 10, 2024
Things you need to know. - It was a Tale of Two Cities. - NFP says strength – Unemployment says…
Pressure – Pushing Down on Me…” (Queen) – NFP Today, JJ Next Week/Try the Shepherds Salad
June 7, 2024
Things you need to know. - The pressure is on! JJ up next. - Eco data favors ‘Sooner rather than…
Market Update: S&P Hits New High, NVDA Stuns Investors, and Economic Data Suggests Mixed Signals/Try the Rigatoni …
June 6, 2024
Things you need to know. - The S&P Makes a New High! - NVDA continues to stun investors – becoming…
Headline: JOLTS Report Signals Economic Slowdown; Stocks Mixed, Bonds Rally – Plus, Try Chicken Rollatini!
June 5, 2024
Things you need to know. - JOLTS report suggests a weakening economy, stocks churn, bonds rally. - Consumer Staples advance,…
2 PMI’s – 2 Conflicting Results, Value down, Growth up, Oil Down, Bonds Up/Try the Roasted Pork Loin w/Peaches and…
June 4, 2024
Things you need to know. - Eco data suggests a slowdown – Is Bad news now Bad news for markets?…
Volatility Strikes Mkts as Stocks Rebound Despite Economic Concerns & Rate Cut Speculation/Try the Fettucine w/Ove…
June 3, 2024
Things you need to know. - Stocks rallied, PCE and other data points suggest slowing. - The Rate Cut Narrative…
Weak Bond Auctions and Rising Yields Send Stocks Tumbling as VIX Spikes 27%/Try the Greek Style Chicken
May 30, 2024
Things you need to know. - Another weak bond auction – sends stocks and bonds lower. - Janet and JJ…
NVDA Drives Nasdaq Past 17,000 as Broader Market Falters Amid Bond Auction Concerns/Try the Fettucine w/Shrimp and…
May 29, 2024
Things you need to know. - NVDA takes the Nasdaq up and through 17k! - Lonnie Musk using H100 chips…
It’s all About Friday’s PCE….Kashkari Reminds us that it’s ALL on the Table/Try the Pork Chop Pizzaiola
May 28, 2024
Things you need to know. - Stocks gained on Friday – Confused about today…. - Bonds steady, Oil up and…
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Morning Thoughts