Things you need to know Investors embrace the ‘no recession’ story and take stocks higher Treasuries remain inverted pointing to ‘a recession’ Gold waffles between maybe it is or maybe it isn’t Oil under pressure as Saudi Aramco hints at upping production Big week for the retailers – will it be Christmas in September? Try the Parmegiana Crusted Mahi Mahi …
PPI Declines, Walgreen’s Offer’s big Sign-On Bonus – Try the Maple/Bourbon Rib-Eye
Things you need to know PPI weaker than expected – Is Inflation dead? Not so fast San Fran Mary Daly -says inflation is too damn high Treasury yields rise – Oil rises, Gold remains steady at trendline Retail Earnings out next week – Consumer is in the spotlight Try the Maple/Bourbon Ribeye Marinade *** Here is the Barstool Sports – …
CPI Cools, Joey says we have 0 Inflation – Try the Stuffed Chicken Breasts
Things you need to know CPI cools – Joey tells us that we have 0 inflation Stocks smash thru the 4200-century mark like a hot knife thru butta Talk of a FED pivot is all the rage on REDDIT Evans and Kashkari say – ‘Not so fast Big Boy’ Oil rallies on demand guidance – $100.80 is resistance Try the …
MU Joins In…Warns of Slowing Demand – Try the Green Pea Pesto
Things you need to know MU joins the semi crowd warning of slowing demand CPI is due out at 8:30 – investors on the edge of their seats Treasuries remain inverted, Oil is a bit lower, and Gold is holding steady 2 FED speeches today…. listen closely to what they say Try the Green Pea Pesto Stocks fell – for …
NVDA Pre-Announces (Never Good), Investors Await Eco Data – Try the Lobster/Corn Chowder
Things you need to know Stocks churn ahead of the eco data NVDA Pre-announces (never good) stock drop more than 6% After the bell – more warnings of a slowdown ahead Treasury yields up, Oil up, Gold Up Try the Lobster/Corn Chowder Stocks whipped around on Monday…..beginning the day in the early hours in negative territory, only to turn up …
NFP Smashed the Estimate, FED Puts 75 bps Back on the Table – Try the Chicken Thighs w/Pancetta
Things you need to know NFP report surprised everyone! 75 bps hike is BACK on the table for September Oil continues to trade around the trendline – but will it hold? China taunts Taiwan and the Senate passes a huge spending bill Try the Chicken thighs w/Pancetta, tomatoes and Balsamic Vinegar The US economy added 528k jobs on Friday – …
BoE Hikes and Warns, Fed’s Mester Suggests 4+% by Yr End – Try the Perciatelli
Things you need to know Bank of England hikes rates by 50 bps and warns of tougher times ahead Fed’s Mester suggests 4+% by year end and more next year Oil – continues to retreat and that is good – Can it hold the trendline? Gold pierces resistance and then backs off as it readies challenge it again Try the …
More Conflicting Messages out of the FED, What’s Next in Taiwan? – Try the Pork Capriciosso
Things you need to know JOLTS reports show a decline, HOOD slashes its work force Uber is laughing all the way to the bank, shareholders enjoy the ride Conflicting messages out of NON-Voting members of the FED…. Jimmy B is the star of the show today – and he IS a VOTING member. Oil retreats ahead of the OPEC+ meeting …
It’s a Tangled Web We Weave! – Try the Grilled Jack Thighs
Things you need to know It’s a tangled web we weave Stocks churned as it digested the recent move higher Nancy flies to Asia – will she stop in Taiwan and if so, what will be Xi Xi’s response? Joey takes out an Al Qaeda operative – hoping to change the narrative Treasury’s remain inverted, Oil a bit lower on …
It’s August 1st….Mkts Digesting July’s Surge – Try the Pesto Pomidori
Things you need to know Stocks end July on an UPTICK Neely Khashkari is the new voice of the FED Vlad slows the flow of gas to Europe – plan is to keep them cold all winter The yield curve is still inverted Try the Pesto Pomidori And July goes out with a BANG…. stocks rose again for the day …
