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Morning Thoughts
Get Ready….Here it Comes, FED goes 75! Try the Watermelon/Tomato Salad
June 15, 2022
It is here…. The FOMC decision – 75 bps is NOW the call. 10 Yr. treasuries continue to fall…
Who is DEEP THROAT? Fed to Raise by 75 bps! – Try the Classic ‘Screw Driver’ Cocktail
June 14, 2022
Things you need to know Deep Throat Revisited – another 1970’s memory The WSJ runs with the story…
CPI Gets Even HOTTER, Algo’s Rush the Door – Try the Fried ‘Baloney’ Sandwich
June 13, 2022
Things you need to know Danger Will Robinson, Danger…….! CPI hits a 41 yr. high; FED is now backed into…
Tick, tick, tick…..CPI due out at 8:30 – Try the Baked Rigatoni
June 10, 2022
Things you need to know Chrissy Lagarde makes a move – now what? All eyes on today’s CPI and next…
Yellen is Trapped, WH Braces for Higher CPI – Try the Eggplant Parmegiana
June 9, 2022
Things you need to know Janet goes for a second round on Capitol Hill World Bank warns of Stagflation Crude…
Janet Tells us to Prepare for ‘Longer Term Inflation’ – Try the Chicken Parmegiana
June 8, 2022
Things you need to know Retailers are warning AGAIN Janet tells Capitol Hill to expect inflation to hang around for…
Mkts Churn, Treasury Yields Up, Oil and Gas are UP – Try the Classic Meat Sauce
June 7, 2022
Things you need to know Markets churn ahead of Friday’s CPI report 10 Yr Treasury yields top 3.04% UK PM…
NFP Remains Strong, Brainard Supports More Rate Increases – Try the T-Bone (Trentino Style)
June 6, 2022
Things you need to know NFP continues to suggest a strong labor market Stocks closed lower as another FED head…
Is the Hurricane Happening at JPM? – Try the Baked Chicken Thighs
June 2, 2022
Things you need to know Jamie Dimon tells us to ‘brace ourselves for the coming hurricane’ while Marko Kolanoic says…
Mea Culpa’s? Oh Boy…Maybe Waller is Right! -Try the Pasta Fresca
June 1, 2022
Things you need to know Waller comments cause angst and multiple mea culpa’s Joey has lunch with JJ and commits…
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Morning Thoughts