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Category:
Morning Thoughts
Jay to Explain Why Inflation is Now NOT so Transitory/Try the Pumpkin – Butternut Risotto
September 28, 2021
Things you need to know – Global markets under pressure – Gas shortages across the UK causing angst – brent…
German goes Center Left, Bitcoin & Ethereum are UP and DC Battles Over Stimulus and the Debt Ceiling/Try the Tuscan Soup
September 27, 2021
Things you need to know – It’s a big week in DC…Will the Dems force $3.5 trillion down our throats?…
Jay Powell sends Investors into A Buying Frenzy/Try the Pan Roasted Chicken in a Dijon – White Wine Sauce
September 24, 2021
Things you need to know Global markets digesting yesterday’s surge higher – no surprise China now has two issues –…
FED Keeps Feeding the Beast; Beijing Warns of a Possible Storm – Try the Pasta Nonna
September 23, 2021
Things you need to know * Jay is both Hawkish and Dovish – figure that one out! * Markets focus…
PBoC Injects $14 billion into Economy, FED Due to Reveal the Dot Plot – I’m having a Martini!
September 22, 2021
Things you need to know Evergrande is set to make at least one of their payments tomorrow – PboC injects…
Evergrande was Just a Flash in the Pan; All Eyes Now on the FED – Try the Italian Wedding Soup
September 21, 2021
Things you need to know Was the Evergrande crisis a moment in time? Stocks around the world are in RALLY…
Global Markets Under Pressure – Evergrande on the Edge as we Wait for the FE – Try the Linguine Puttanesca
September 20, 2021
Things you need to know Evergrande causing global angst – Markets around the globe getting slammed. Is this another ‘Lehman…
The Consumer is Alive and Well – Try the Green Tomato Bruschetta
September 17, 2021
Things you need to know Eco data is strong – the consumer is fine Philly Fed Survey is strong, manufacturing…
Stocks March Up and then Down as We Await the FED – Try the Grilled Halibut
September 16, 2021
Things you need to know The churn continues – stocks edge higher as the VIX retreats Oil now trading at…
CPI is ‘Cooler”, Investors Fearing an Economic Slowdown, Stocks Get Hit – Try the Egg Fettuccine w/Lemon Cream
September 15, 2021
Things you need to know CPI is ‘cool’ or just not as ‘hot’ as expected This gives the FED more…
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Morning Thoughts