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Morning Thoughts
Tariff Threats Spark Market Whiplash: Stocks Plunge on EU Tariff Scare, Surge on Delay, NVDA Earnings and PCE Data Loom – Try the Tagliolini
May 27, 2025
Things you need to know. Trump Threatens 50% tariffs on the EU on Friday – stocks sell off. Trump announces…
Wall Street Rattled as VIX Surges 15.4%, Bond Yields Spike, and Trump’s Tax Bill Sparks Deficit Fears – Try the Poulet
May 22, 2025
Things you need to know. Weak bond auction ignites concern. Yields rise across the curve. Stocks suffer as some hit…
Markets Brace for Volatility as Congress Races Against Clock on Big Bill, Geopolitical Tensions Flare, and Yields Climb – Try the Spaghetti All Poveriello
May 21, 2025
Things you need to know. The clock ticks as we wait for the vote on the bill. Stocks under pressure,…
Moody’s Downgrade Drama: Markets Shrug, Gold Glitters, and China Throws Tantrum – Try Nana’s Asparagus
May 20, 2025
Things you need to know. Moody’s wasn’t the disaster that they made it out to be. Stocks recovered, Bonds recovered,…
Stocks Surged on Trade Deal Optimism but Moody’s Downgrade Sparks Risk-Of – Try the Pork Tenderloin
May 19, 2025
Things you need to know. Stocks end on the highs of the day on Friday. Then Moody’s CUTS US credit…
CPI Cools, Stocks Soar, NVDA Surges on Saudi Chip Deal as Trump Bolsters US-Saudi Ties – Try the Chicken & Potatoes
May 14, 2025
Things you need to know. CPI cools! Stocks rally. Trump and Co. attend the Saudi/US Investment Forum. Crown Prince MBS…
Stocks Soar Adding $1.8T as US-China Trade Thaw Sparks Bull Market Frenzy—What’s Next? – Try the Pesto di Limone
May 13, 2025
Things you need to know. Stocks went into OVERDRIVE – S&P and Nasdaq back in BULL mkt mode. The move…
Scotty Brokers China Trade Deal, Ignites Global Stocks Soar, Bonds Dip, Big Pharma Fumes – Try the Baked Bosc Pears.
May 12, 2025
Things you need to know. Scotty Brings XiXi to the table and makes a China Trade deal! Global markets are…
Fed Stays Put, Trump Teases Mega Deals, Chips surge – Try the Chicken Diane!
May 8, 2025
Things you need to know. FED Holds Pat. No Surprise at all. JJ makes NO promises in either direction. Trump…
Markets Tumble as Trump Pushes Fixed Tariffs, Fed Signals No Rate Cuts, and Gold Soars – Try the Spring Pasta
May 7, 2025
Things you need to know. Stocks fell, bonds rose, gold rose, oil rose. Trump talks fixed rather than negotiated tariffs…
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Morning Thoughts