Things you need to know. – And so, it begins (again). – Futures whipsaw but are higher this morning. – Bitcoin surges then declines then surges again. – JPM says – Trump is ‘very pro-business and US economy is in “GO” mode. – 25% Tariffs on Mexico & Canada on February 1? – World Economic Forum Boondoggle kicks off in …
Rally Fizzles Out, Mortgages Pierce 7%, Tech Under Pressure -Try the Polpette di Nonna
Things you need to know. – The explosive rally – had NO follow thru. Tech once again under pressure. – Apple now in correction territory as worry builds over China. (I am not concerned). – Cleveland’s Hammack calls it like it is. – Bonds rally, Gold and Oil hold steady. – Next week brings a new administration and new policies. …
CPI was in line, Banks Rake It In, and Gold Gleams Bright! Try the Sicilian T-Bone.
Things you need to know. – CPI does not boil over! – Bank earnings stun the street – banks making money hand over fist. – Stocks surge as investors and algo’s jump back in. – Street still betting on a July rate cut! – Mixed messages from 3 FED heads. – Try the Sicilian Style T-Bone. “What a day for …
Swimsuits On! Buyers Dip Their Toes in the Water/SMID’s and Transports left hi/dry/Try the Risotto Siciliana
Things you need to know. – The Dippers come in to save the day. – PPI today, CPI tomorrow – What will it reveal? – 10 yr yields pushing 4.8%. – Oil Up, Gold flat. – JPM, GS, BAC, WFC, & C all due to report – Try the Risotto Siciliana Ok – take a breath…. the bulk of the …
Business Rundown: The Jobs Report That “Shook the Market”
The jobs report last Friday, which exceeded expectations, may have been positive for the labor market, but now Wall Street sees the chances of another rate cut fading while inflation fears are further stoked. Fox Business correspondent Lydia Hu speaks with Slatestone Wealth’s Chief Market Strategist Kenny Polcari about why this jobs report shook the market, the inflation data to …
Inflation Heats UP, Stocks Melt Down, MoMo Guys are Driving the Bus!/Try the Linguine Arrabiata
Things you need to know. – Stocks continue to come under pressure. – Key trendlines continue to fail and that increases the momentum to the downside. – Oil UP on sanctions, Gold UP on the Safe Haven Play. – Bond yields push higher. – Try the Linguine Arrabiata Stocks got hammered again, after Friday’s much stronger than expected NFP sent …
NFP Fever: Fed Caution, Quantum Pop, and Delta Soars/Try the Pan Roasted Sea Bass.
Things you need to know. – Countdown to the NFP report. – FED Heads signal ‘caution’! – Oil up, Gold up & the Quantum Stocks are UP! – Delta kicks it off with a BEAT, ‘2025 will be a GREAT year!’ – Try the Pan Roasted Chilean Sea Bass. So while equity markets were closed yesterday, the bond market was …
Quantum Crash! Jensen’s CES Mic Drop Sends Quantum Stocks Into a Tailspin—But Don’t Forget the Rib-Eye!
Things you need to know. – Jensen pulls the rug out from under the Quantum Stocks! – The broader market continues to struggle. – Bond Yields continue to push higher. – Oil down, Gold up. Vix remains in ‘nervous territory’. – Try the Grilled Rib-Eye with Arugula and Grana Padano It was an UGLY day – for Quantum Stocks! NVDA …
Pow! Zap! Stocks Smushed, Bond Yields Blaze, and Fed Heads Become More Cautious/Try the Manfredi con La Ricotta
Things you need to know. – It was a scene out of Batman & Robin – Stocks got beaten up, bond yields kiss 4.7%. – Eco data suggests brewing inflation. – FED commentary becomes more ‘cautious’. – Markets Closed on Thursday. – Try the Manfredi con La Ricotta Oh boy, it was like a scene out of Batman and Robin …
Tech Triumphs Again, S&P Masks Unease and Rising Yields Stir Warnings/Try the Cestini di Parmegiana
Things you need to know. – TECH does it again but leaves many behind. – S&P vs. Equal Weight S&P tell 2 different stories. – Bond prices decline yields rise – 30 yr yield pierces the April ‘23 high. – Oil and Gold steady. – Try the ‘Cestini di Parmegiana. Tech just continues to take the indexes higher….which is different …
