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Morning Thoughts

August 12, 2025
Morning Thoughts

Markets Hold Breath for CPI as Bonds Signal Rate Cut, Oil and Gold Await Summit Outcome – Try the Sun Gold Rigatoni

August 8, 2025
Morning Thoughts

Wall Street Rally Falters as Mag 7 Masks Broad Sector Weakness, Gold Surges on Tariff Tension – Try the Orzo Salad

August 5, 2025
Morning Thoughts

August Volatility Persists as Markets Rebound, Fed Rate Cut Hopes Soar, and Kugler’s Exit Sparks Trump-Fed Speculation – Try the Veal

August 4, 2025
Morning Thoughts

Stocks Plummet as NFP Misses and Revisions Slash 250K Jobs, Bonds Rally, Gold Surges, and VIX Spikes – Try the Summer Caccio E Pepe

August 1, 2025
Morning Thoughts

Stocks Slide as Trump’s Tariff Threats and Possible Weak Jobs Report Loom – Try the Chicken Cordon Blue.

July 31, 2025
Morning Thoughts

**Bingo! Powell Holds Rates Steady, and the Algos Throw a Tantrum** – Try the Swordfish in Lime/Basil Sauce

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Morning Thoughts