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Morning Thoughts
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.…
Volatility Continues Amid Confusion: Stocks Struggle, Treasury Auction Weak, and Recession Fears Grow – Try the Muss…
August 8, 2024
Things you need to know. - Stocks remain confused. - 10 Yr. Treasury auction was weak. - Markets need to…
Chaos Eases, Stocks Rebound Amid Global Turmoil, BoJ Say’s ‘Sorry’ – Try the Espresso Rubbed Rib-Eye.
August 7, 2024
Things you need to know. - Monday is nothing but a memory. - The algo’s that created the chaos on…
Global Stock Rout: 7 Reasons Behind the Market’s Wild Swings and What’s Next – Try the Cavatappi with Pea Pesto.
August 6, 2024
Things you need to know. - Stocks around the world get crushed…. - We can point to at least 7…
Global Markets in Meltdown: Panic Spreads as Fed Considers Emergency Meeting- Try the Chicken Soup.
August 5, 2024
Things you need to know. - The meltdown appears to be here. - Global stock markets under pressure – Japan…
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Morning Thoughts