April 8, 2024Things you need to know. - NFP report blows the roof off the house – which btw was kind of…- April 3, 2024Things you need to know – - Stocks come under pressure, bonds under pressure. - Eco data suggest strength NOT…
- April 2, 2024Things you need to know – - Eco data causes some angst. - Listen to what JJ & Roger say….…
- April 1, 2024Things you need to know. - PCE Deflator does not surprise - JJ continues to say ‘relax’ – yet the…
- March 18, 2024Things you need to know: The macro data continues to cause confusion for the FED and Investors Fed Futures are…
- March 15, 2024Things you need to know – - PPI – Oh boy…. Strap in…. Inflation remains sticky. - What will JJ…
- March 14, 2024Things you need to know. - So today it’s about the PPI. - What will the Treasury Auction Result be?…
- March 11, 2024Things you need to know – - NFP reveals Contradiction. - Tech comes under pressure, but the money is moving…
- March 7, 2024Things you need to know. Was there a change of heart? What felt ugly was pretty again or is that…
- March 6, 2024Things you need to know. - Super Tuesday for politics but not for Tech. - JJ Takes to the Hill.…
