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Morning Thoughts

December 10, 2025
Morning Thoughts

The Calm Before the FED – Markets Brace as they Await JJ’s Presser/Feast of the 7 Fishes – #7 Baked/Broiled Salmon

December 9, 2025
Morning Thoughts

Markets Pause, Fed Tension Boils, T-34 Hrs to Blast off/Feast of the & Fishes – #6 Feta Shrimp Kenny Polcari

December 8, 2025
Morning Thoughts

Fed Week Ahead: Sentiment Up, Yields Up, Markets on Pause – Feast of the 7 Fishes #5 Bay Scallops in Black Truffle Cream

December 5, 2025
Morning Thoughts

Labor Cooling… Not Collapsing, PCE Today, Rate Cut Next Week, 7,000 by New Year’s / Feast of the 7 Fishes – #4 Filet of Sole

December 4, 2025
Morning Thoughts

Markets Shrug Off Soft Labor & Factory Data as WH Unveils Major Robotics/Reshoring Initiative/Feast of the 7 Fishes #3 – Stuffed Calamari

December 3, 2025
Morning Thoughts

Tech Carries a Weak Tape Again – Broader Market Says “Proceed with Caution” / #2 – Linguine and Lobster Sauce

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Morning Thoughts