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Morning Thoughts
S&P and Nasdaq Hit 2025 Highs as Consumer Sentiment Rises, but PCE and Fed Caution Signal Cloudy Skies Ahead – Try the Caccio e Pepe
June 30, 2025
Things you need to know. S&P and Nasdaq make a new 2025 high! U of Michigan consumer sentiment rises more…
Bulls Charge On with $10T Market Surge Despite Mixed Economic Signals, S&P Nears Record High – Try the Pasta Fresca
June 27, 2025
Things you need to know. The BULLS continue to take ‘control’. S&P about to make another new 2025 record. Gold…
Trump’s Fed Chair Tease, July Rate Cut Buzz & NYC Mayors Race Stir Markets as BP Takeover Talk Heats Up – Try the Short Rib Burgers
June 26, 2025
Things you need to know. Stocks fizzled and ended mixed. Futures point to an UP day today. JJ continues to…
Stocks Soar as MOP and ‘F’ Bombs Fuel Rally, S&P Breaches 6100; Gold & Oil Dip as Geopolitical Tensions Ease – Try the Bucatini w/White Meatballs
June 25, 2025
Things you need to know. Stocks continued to rally. MOP and ‘F’ Bombs credited for the move. S&P kisses and…
Trump Hailed as Middle East Peacemaker After Iran’s Failed Attack, Stocks Soar, and NATO Summit Looms – Try the Grouper
June 24, 2025
Things you need to know. Iran retaliates and FAILS miserably. Countries across the middle-east praise Trump for ending the threat.…
U.S. Strikes Iran’s Nuclear Sites in ‘Operation Midnight Hammer,’ Strait of Hormuz Remains Open (for now), Markets Brace – Try the Chicken Francaise
June 23, 2025
Things you need to know. The temperature remains high. Iran/Israel trade missiles overnight. Tehran considers closing the Strait – but…
Fed Holds Rates Steady Amid Tariff and Middle East Tensions, Markets Mixed as Trump Mulls ‘Bunker Busters – Try the Pasta Norma
June 20, 2025
Things you need to know. JJ holds rates steady – Which should not be a surprise. Cites the risk of…
Markets Wobble as Middle East Tensions Flare, Retail Sales Control Group Shines, and Fed Decision Looms – Try the Mahogany Chicken
June 18, 2025
Things you need to know. Tensions are high – Investors remain cautious but not panicked. Israel takes over the skies,…
Stocks Rebound as Iran Signals ‘Willingness’ to Talk, but Geopolitical Tensions Keep Markets on Edge Ahead of FOMC Dot Plot Reveal – Try the Steak Pizzaiola
June 17, 2025
Things you need to know. Risk Off then Risk On – Stocks take back Friday’s losses. Oil down, gold down,…
Global Markets Navigate Geopolitical Tensions and Economic Data: A Week of High Stakes – Try the Lemon Ricotta Pasta
June 16, 2025
Things you need to know. Global stocks took a hit on Friday but appear to be taking it in stride…
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Morning Thoughts