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Morning Thoughts
Tech Surges, Bank Earnings Impress, Inflation and Interest Rates on Edge/Try the Veal Scallopine
April 12, 2024
Things you need to know – - PPI is mixed – but the pressure is still on. - Tech –…
Inflation Shockwave: Stocks Plunge, Bond Yields Soar as Super Core CPI Surges/Try the Classic Bolognese
April 11, 2024
Things you need to know – - CPI – surprises to the upside - Super Core CPI though – proves…
Tick, Tick, Tick – CPI only hours away, El-Erian Suggests 3% is the target! Try the One Pot Sweet Sausage & Orzo.
April 10, 2024
Things you need to know. - The CPI is coming…… - FOMC mins are too – will we learn anything…
Stocks Struggle as Yields Soar, Rate Cut Speculation Fades: Inflation Data Looms Large – Try the Halibut
April 9, 2024
Seared Halibut in an Orange/Lemon Butter Sauce Halibut is a great fish to cook with. It is a white fish,…
Market Insights: Jobs Surge, Fed Signals ‘No Rate Cuts’, Busy Week Ahead/Try the Linguine
April 8, 2024
Things you need to know. - NFP report blows the roof off the house – which btw was kind of…
Market Mayhem: Stocks Dive, Bonds Buckle, and FED Chaos Continues – What You Need to Know/Try the Risotto Alla Rom…
April 3, 2024
Things you need to know – - Stocks come under pressure, bonds under pressure. - Eco data suggest strength NOT…
Eco Data Sparks Anxiety, Bond Yields Rise, and Gold Surges Amid Rate Cut Uncertainty – Try the Pork Chops
April 2, 2024
Things you need to know – - Eco data causes some angst. - Listen to what JJ & Roger say….…
Mixed Signals from PCE, JJ Being Tested, Qtr Sector Performance, Try the Ham & Cheese Torta.
April 1, 2024
Things you need to know. - PCE Deflator does not surprise - JJ continues to say ‘relax’ – yet the…
Market Mayhem: Fed Futures Predict July Cut Amid Conflicting Economic Signals, Oil Surge, amid Global Tensions! – Try the Cod
March 18, 2024
Things you need to know: The macro data continues to cause confusion for the FED and Investors Fed Futures are…
PPI Comes in HOT, VIX Raises it’s Head, Algo’s Confused/Try the Spaghetti Al’ Tonno
March 15, 2024
Things you need to know – - PPI – Oh boy…. Strap in…. Inflation remains sticky. - What will JJ…
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Morning Thoughts