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Category:
Morning Thoughts
The Debt Drama Continues all while the FED Discusses HPP (Hike, Pause or Pivot) – Try the Linguine w/Pesto and Shrimp
May 16, 2023
Things you need to know. - Negotiations continue – will little clarity – Meeting 2 takes place at the WH…
Debt Deal Imminent? (It will be an 11th hr deal), Turkey in Turmoil -Try the Lollipop Lambchops
May 15, 2023
Things you need to know. - Traders do an about face on the FED. - Debt ceiling drama remains center…
Yellen ‘Cuddles’ with the Glitterati! :) – Try the Linguine Puttanesca
May 12, 2023
Things you need to know. - Yellen Cuddles with the Glitterati - More FED speak – Speaks to more Hawkishness.…
CPI – Neutral, PPI ? We are about to Find Out, More Debt Noise out of DC – Try the Chicken w/Pancetta
May 11, 2023
Things you need to know. - CPI was neutral – not good, nor bad…. Inflation still hovering around 5.5% - …
Investors Wait….Lack of Clarity accentuates the Path of Least Resistance – Try the Stuffed Pork Roast
May 10, 2023
Things you need to know. - CPI due out at 8:30 - Debt Ceiling drama continues…Neither side gives 1 inch.…
Mkts Await Data, Debt Discussions Take Center Stage – Try the Chicken Scarapiello
May 9, 2023
Things you need to know. - Markets await this week’s inflation data. - The debt ceiling negotiations kick off…
Stocks Retreat, Apple Reports Revs of $94.8 Bil, NFP out at 8:30-Try the Grilled Shrimp over Feta Orzo
May 5, 2023
Things you need to know. - Stocks continue to retreat as investors reconsider the ‘bank issues. - Apple reports a…
Expect a Hike, Brace for the Guidance, Tech and Gold Expect a Pause – Try the Sole Meuniere
May 3, 2023
Things you need to know. - It is FED Day – investors expect a hike but brace for the guidance.…
Jamie ‘Wins’ – and JPM Gets Even Bigger, Janet Warns of Another Crisis – Try the Cavatappi
May 2, 2023
Things you need to know. - It was all about Jamie and his takeover of FRC. - Janet Yellen warns…
Stocks Continue to Push Higher…But are they Tired Yet? Try the Orrechiette & Baby Clams in a Champagne Sauce
May 1, 2023
Things you need to know. *I am travelling in Europe – spotty internet access…This morning I come to you from…
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Morning Thoughts