Things you need to know. The temperature remains high. Iran/Israel trade missiles overnight. Tehran considers closing the Strait – but decides no. The world awaits the next move. US futures are up, oil is up, gold is down, and the dollar is up. Stocks closed mixed on Friday – but that is NOT the story today….. On Friday I ended …
Fed Holds Rates Steady Amid Tariff and Middle East Tensions, Markets Mixed as Trump Mulls ‘Bunker Busters – Try the Pasta Norma
Things you need to know. JJ holds rates steady – Which should not be a surprise. Cites the risk of inflation due to the unknown results of tariffs. Israel continues to pummel Iran, The Ayatollah pledges to eliminate that nation. Trump considers the ‘bunker busters’ while leaving the door open to negotiate. Oil up, gold down, Bonds Flat. Try the …
Markets Wobble as Middle East Tensions Flare, Retail Sales Control Group Shines, and Fed Decision Looms – Try the Mahogany Chicken
Things you need to know. Tensions are high – Investors remain cautious but not panicked. Israel takes over the skies, Iranians flee Tehran. Retail Sales weak? Don’t’ be ridiculous! And its FED Day…. Oh boy – can’t wait for this! Futures point higher. Try the Mahoganey Chicken. Risk Off, Risk On, Risk Off (again)……. Stocks closed lower as concerns over …
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
Things you need to know. Risk Off then Risk On – Stocks take back Friday’s losses. Oil down, gold down, bonds down! Iran wants to come back to the table and negotiate. How’s that working? The FOMC meeting results tomorrow at 2 pm. What will the DOTS say? Try Steak Pizzaiola Friday was Risk Off and Monday was Risk On…. …
Global Markets Navigate Geopolitical Tensions and Economic Data: A Week of High Stakes – Try the Lemon Ricotta Pasta
Things you need to know. Global stocks took a hit on Friday but appear to be taking it in stride this morning – markets are cautiously higher. Oil – surges by another 1.2% this morning – taking us to $74.10/barrel. Gold teasing higher, bonds are confused. Lots of eco data this week – the Biggie – will be JJ’s presser …
Israel Strikes Iran’s Nuclear Sites, Oil Surges 6%, Global Markets Slide, Defense Stocks Soar – Try the Watermelon, Tomato Salad
Things you need to know. Mid-East explodes overnight as Israel ‘eliminates the threat’. Oil surges higher by 6%, Gold up 1%. Global markets under pressure – but Aerospace and Defense stocks are UP. U of Mich Survey today, FOMC next week. Try the Watermelon & Tomato Salad BREAKING NEWS! The Middle East is on fire once again…. Israel does the …
Stocks Churn as Trade Talks Teeter, Apple Dips, Tesla Rebounds, and Fed Goes Silent Ahead of CPI and PPI – Try the Italian Style Pork Chops
Things you need to know. Stocks churned as we wait for more clarity from Scotty. Timmy fails to excite – Apple trades lower. Lonnie makes back some of his money as ‘the feud’ calms. TSLA +$13. We are now in the official ‘blackout period’ for the FED voting members. CPI and PPI later this week. Try the Italian Style Pork …
Markets Surge on Strong NFP, Trump Pushes for 100 bps Rate Cut, CPI/PPI and US-China Trade Talks Loom – Try the Spaghetti Amatriciana
Things you need to know. NFP came in better than expected and it was Risk ON. Trump call for JJ to cut rates by 100 bps next week. CPI and PPI due out this week – what will it reveal? The FOMC meeting begins next Tuesday. US/China trade talks in London. Try the Spaghetti Amatriciana – It was a Risk …
Lonnie and Donnie’s Billion-Dollar Breakup: Tesla Tanks, Markets Yawn, and Agro-Terrorism Looms as the Real Threat – Try the Summer Zucchini Salad
Things you need to know. Lonnie and Donnie are getting divorced – Can’t’ wait for the SNL skit. TSLA loses $150 billion of value, Lonnie down $20 billion. Trump talks to XiXi – He says we have a deal – the mkt? Not impressed yet. NFP is out at 8:30. What will it say about the labor market? Bonds have …
S&P Nears 6000 as Markets Rally, Musk Slams “Pork-Filled” Bill, and Trump Calls Xi a Tough Negotiator – Try the Flank Steak
Things you need to know. S&P rallied again and is just 30 points away from kissing 6000. Gold down, dollar down, oil up, bonds down. Elon has a few things to say about the Big Beautiful Bill… And Trump says that XiXi is tough to deal with. EU and US have constructive conversations. Try the Flank Steak. And yes – …
