Things you need to know. Stocks fell, bonds rose, gold rose, oil rose. Trump talks fixed rather than negotiated tariffs (I call BS). Scotty to meet the Chinese in a neutral country – Think Zurich, Switzerland. It’s FED Day…. hold your hats…No cut for you! Try the Spring Pasta Stocks fell and bonds rose…. (again, no surprise) –Even as Donny …
Trump’s Tariff Threats on Film and Pharma Fuel Market Turmoil, Saudi Oil Hike Adds Pressure as we Await the FED – Try the Chicken Piccata
Things you need to know. Trump continues to threaten new tariffs on Film and Pharma Buyers pull back causing sellers to get anxious. The Saudi’s are mad as hell and announce June production increases. Bonds decline; yields rise – Gold making a run for it again as anxiety rises. The FED goes into lockdown mode. Try the Chicken Piccata So, …
Tech Titans MSFT and META Spark Rally, AMZN and AAPL Stir Algos, as US-China Talks and NFP Data Loom – Try the Linguine
Things you need to know. META and MSFT ignite the rally – other tech follows. More mixed eco data. AMZN & AAPL report – algo’s are disappointed, I am NOT. NFP today at 8:30…. US & China are ‘engaged’ – who will kiss who first? 😉 Try the Linguine Well – it was a good day….the MSFT and META earnings …
GDP Dips -0.3% But Core Growth Shines at +3%: Markets Rally as META and MSFT Soar, PCE Inflation Cools – Try the Sicilian Cod
Things you need to know. BEA says GDP is -0.3% while others say – NOT SO FAST. ADP Weak, Mortgages Weak Pers Income/Spending Strong PCE (inflation) DECLINES META Crushes it/MSFT Smashes it! AAPL and AMZN after the bell Try the Sicilian Cod. Here is all you need to know: “The best investors in the world are really good at doing …
Mixed Eco Signals: JOLTS and Retail Inventories Disappoint, but Markets Rally as Tech Earnings Loom – Try the AAPL Pie
Things you need to know. Soft and Hard Data – Mixed reports create Mixed results. Earnings continue to show mixed results – some guide, others don’t. Lots of Hard data today. Tech Earnings start tonight. Try Apple Pie. So, we got 2 interesting economic reports yesterday that did NOT suggest to me an economy going off the rails at all…. …
Markets Rally Late as Investors Digest Earnings and Economic Data, Tech Giants Loom Large – Try the Puglian Rigatoni
Things you need to know. Markets continue to digest the news and respond accordingly. 50 more earnings reports are due out today. Tech on the docket later in the week Eco data to light up the tape starting tomorrow. Bonds up, Yields down, Oil down, gold erratic. Try the Rigatoni – Puglia Style So, stocks began the week – weaker …
Stocks Surge 14% Off Lows, It’s a Big Week: Earnings, Eco Data & Trade Talks – Try the Spring Chicken Soup for the Soul
Things you need to know. Stocks continue to advance – indexes all up more than 10% off the lows. Big Earnings week! Look for more than 140 S&P companies to report. Big Eco data week – ADP, GDP, NFP all top of mind. Trade negotiations continue, bonds advance, yields decline. Gold declines, oil holds steady. Try the Spring Chicken Soup. …
Stocks Surge Despite Trade Tensions & Recession Fears: Democratic Retirements & Fed Rate Cut Rumors Fuel Rally – Try the Farfalle
Things you need to know. Stocks continue to rally. Is someone confused? Is it Donny or XiXi? More Democrats plan on retiring – Who will lead the party? Scotty and JJ cozy up…. Pillow talk anyone? Try the Farfalle with Creamy Feta Shrimp. So, the party continues – stocks advanced…..investors, traders and algo’s reacting to the headlines about tariffs, trade, …
Stocks Surge on Trade Talk Hopes, but China’s Rejection Sparks Volatility Fears – Try the Mediterranean Salmon
Things you need to know. Stocks rally but was it a head fake? Early headlines suggest progress, but were they Bull…. Overnight headlines suggest ‘not so much’. China says they won’t come to the table until Donny says, ‘I’m sorry’. Brace yourself for more volatility. Try the Mediterranean Salmon My appearance yesterday with Stuart Varney on Varney & Co on …
Markets Surge as Trade Deal Optimism Sparks Rally: Stocks, Bonds, and Dollar Advance – Try the Veal Saltimbocca
Things you need to know. Stocks take back the losses…. JD hints at a trade with India while Scotty hints in Japan. Scotty gets Donny to re-think the narrative. JJ isn’t going anywhere – Donny pledges to play nice. Try the Veal Saltimbocca all Romana. And then God said: “Let there be light!” … you know the rest …… (Genesis …
