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Morning Thoughts

February 18, 2025
Morning Thoughts

Retail Sales Flop? Or Maybe You Don’t Need a New Couch, New Car Every Month? Try the Chicken Vesuvio

February 14, 2025
Morning Thoughts

Inflation, Airfares and Trump Turns the Tables on Trade/Try the Schiaffoni

February 13, 2025
Morning Thoughts

Inflation Turns Up the Heat: CPI Scorches Expectations, Wall Street Sweats – Try the Bucatini All’ Amatriciana

February 12, 2025
Morning Thoughts

Markets in Flux: Powell Holds Steady, Vance Talks AI, & CPI Data Looms – Try the Bolognese

February 10, 2025
Morning Thoughts

Tariffs, Inflation, and Algos—Oh My! Markets Throw a Friday Fit – Try the Classic Veal Parmegiana

February 7, 2025
Morning Thoughts

Markets Juggle Earnings, Jobs Data, and AI Spending – What’s Next?/Try the Pasta Al Forno

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Morning Thoughts