Things you need to know. Mkts continue to assess the news…. Gold continues to SURGE – now trading in another new CENTURY. Oil steady, bonds up (yields down). Retail Sales will be the headline this morning. Try the Greek Style Leg of Lamb for Easter. And the volatility continues….stocks slipped yesterday….The Dow down 155 pts, the S&P down 10 pts, …
Stocks and Bonds Rally as Treasury Yields Hold at 4.38%, Foreign Demand Surges Despite Tariff Fears – Try the Steak Florentine
Things you need to know. Stocks and bonds rise… Bessent says don’t worry/Yellen says it’s a crisis of confidence. It’s TAX day! Gold up, Oil flat, yields down. Import/Export price index today – What will it reveal? Try Steak Florentine So stocks and bonds kicked off the week on an uptick…..The Dow up 315 pts, the S&P up 43 pts, …
Stocks Rally as Earnings Kick Off Strong, Bonds Slide Amid More Tariff Chaos & Yellen’s Debt Mistake – Try the Cheese Ravioli
Things you need to know. Stocks rally into the end of the week. Confusing tariffs announcements all weekend. They are on, then off then recategorized! Gold in retreat, Oil a bit higher on Chinese DEMAND. Bond yields are a breaking point as they kiss 4.5%. Try the Cheese Ravioli in a Spinach Lemon Cream. So stocks ended the week higher….The …
JPMorgan Crushes It, Markets Swing Wildly as Trade War Tensions and Fed Patience Shape Economic Outlook – Try the Pasta All’ Assassina
Things you need to know. And here we go sports fans…JPM Crushes IT! BLK, WFC and BK beat on earnings too. China raises tariffs on the US in a Tit for Tat reaction. US futures are higher. – but the day is young. Try the Pasta All’ Assassina – straight from Bari. So, on Wednesday – Stocks came ‘roaring back’ …
Trump Reverses Tariffs, Sparks Historic Market Rally as Gold Surges – Try the Nidi di Tagliatelle
Things you need to know. It was a Buying Frenzy…. Stocks Surged! Shorts got HAMMERED. Trump announces a Tariff Pause. Bond market came under pressure – What happened? Oil has a $7 swing, gold attempting to (re) kiss the heights. Try the Nidi Di Tagliatelle It was 1:18 pm on Wednesday April 10th – markets were struggling to find it’s ‘chi’ …
Volatility Reigns: Oil Plummets, Gold Soars, China Digs In as Trade War Escalates – Try the Pork Cutlet
Things you need to know. And the volatility continues…. Brian Wesbury could not have made it any clearer… Peter Lynch offers long term insight. Oil collapses, gold surges higher, Bonds down, Yields up. China digs in…..Xi Xi Vows to ‘Fight to the End’! Try the Pork Cutlet Milanese So, Brian Wesbury – Chief Economist – First Trust Portfolios could not …
S&P Trades down to 4835, After Ackman’s ‘Nuclear Winter’ Meltdown then Rallies After CNBC’s News Fiasco! – Try the Chicken Scarapiello
Things you need to know. Stocks got whiplash – as mixed headlines hit the tape. Oil, Gold, Bonds and Bitcoin all traded lower. The VIX suggested ‘PANIC’ – only adding to the action. And Ackman warns of a ‘Economic Nuclear Winter.’ Try the Chicken Scarapiello Ok – so stocks continued to get pushed around – yesterday we woke up to …
Global Markets Reel from Tariff Fallout: Stocks, Oil, and Gold Plunge, Bonds and Contra Trades Surge – Try the Escarole & Beans.
Things you need to know. Global Markets under pressure…as the fallout continues. Stocks, Oil, Gold and Bitcoin are down. Bonds, the VIX and the contra trades are all UP. 50 countries come to the table to negotiate – but China remains absent. Trump team digs in…. Try the Escarole & Beans Oh boy – I picked the two worst days …
Quick Comments on the Markets reaction to Tariffs.
Good morning – Stocks are under pressure. Stocks began the second quarter of 2025 following the worst quarterly performance in nearly three years and facing dual market headwinds of policy uncertainty and potentially slowing economic growth. This morning, global markets are under some duress…but for now the action should not cause you to change your thesis. Economic data points have …
Markets Do the Tariff Tango: Dow Declines, The Others Advance, Gold Flirts with $3,180 – Liberation Day is Here!/Try the Rigatoni
Things you need to know. – Liberation day is here! Announcements at 4 pm in the Rose Garden. – Global investors remain on the edge. – Stocks remain anxious…. – Bonds rally, Gold rallies and Oil awaits… – Try the Rigatoni. The instability continues to hit US markets….the Dow trading in a 600 pt range before ending the day down …
