Things you need to know – Santa is out of Quarantine! Markets surge Try the Pollo Agridolce On Dasher, Dancer, Prancer and Vixen, Go Comet, Cupid, Donner, and Blitzen and the favorite one of all – Go Rudolph….and Booooomm! Stocks surge higher…. this as the CDC CUT the quarantine time that you must observe if you have covid or any …
Algo’s Push Stocks Higher as Investors Enjoy the Ride – Try the Escarole/Bean Soup
Things you need to know – Markets pushed higher into Christmas – US futures are pointing up this morning as we begin the week Treasuries holding steady at 1.49% Oil down $1 as thousands of flights get cancelled (Opportunity!) 2022 – will be an interesting year…. FED, Elections, Legislative Policy, and the Economy all top of the agenda Try the …
Omi who? PFE Getting Approval for NEW Therapeutic, Is Santa Coming? – Try the Christmas Morning French Toast
Things you need to know Omi who? Markets push higher all while NYC, Chicago & LA go into a self-imposed lockdown PFE on the verge of getting FDA approval for a new ‘covid drug’ Lots of eco data today but none of it means anything. Global markets all trending higher awaiting Santa Claus Try the Christmas morning “French Toast Casserole” …
Remember – It’s about the Foundation!/Try the Potato & Eggs
Things you need to know What was all the panic about? Covid – That would be a mistake Policy decisions and macro data and company/industry news should be your drivers Global markets all higher today, but I think Santa is still in lockdown mode Treasury yields up, Oil up, Dollar up and the Vix is down. Try the Potato and …
Global Mkts Under PRESSURE! Central Bank Policy & Omi Cited as Reasons – Try the Prime Rib for Christmas
Investor’s re-think everything – as Santa Claus gets ‘locked down’ Hysteria around rising case counts vs. severity counts – there is a difference Europe threatens renewed lockdowns, US is said to be mulling it over as well – Blue states on the edge MRNA comes out and reports efficacy rates for their ‘booster’ (conveniently it’s good news – stock rallies …
BoE Raises Rates, ECB Does Nothing, & Investors re-think What’s Happening – Try the Cheesecake
Things you need to know Investors re-think the commentary It’s a big options trade day today and many are pointing to that to explain the weakness BoE raises rate taking first mover advantage, the ECB stands still Oil rallies yesterday on increased demand and falls today on increased cases of Omicron – Yet GS has something to say Try Nana’s …
History Repeats Itself – Get Ready for Wage/Price Spiral (1978/79) – Try the Butterscotch Clusters
Things you need to know History does repeat itself…. Get to know the 1978/79 Wage/Price Spiral In this case – it’s good to be a dinosaur – because WE remember what happened. Expect markets to churn into the 2 pm hour – when the show starts. IEA cutting demand for oil because of Omi – while OPEC increases the outlook …
Dumbo is in the Room! Weakness has nothing to do with the Virus – Try the Linguine Puttanesca
Things you need to know There is an ELEPHANT in the room and his name is Dumbo…. Market weakness is not about Omi, Delta or even Covid 19 PPI report expected to be even HOTTER than the already HOT estimate FED announcement tomorrow – The Q is about rates not taper. Try the Linguine Puttanesca- You see the main st …
CPI was HOT, but NOT HOT Enough! -Try Remo’s Panpepato Cookies
Things you need to know CPI is HOT, but apparently NOT HOT enough to deter investors Bill Ackman suggests it is 10% and not the 6.8% we were told PPI is due out tomorrow – BIG Central Bank week – FED, BoJ, BoE and ECB all due Try my Italian Twitter friend Remo’s Christmas Cookie CPI came out at 8:30 …
Countdown to 8:30 am, Will CPI Make New Highs? -Try the Broccoli
Things you need to know Stocks backed off a bit ahead of today’s CPI All eyes on the clock…8:30 am will be the moment of truth The FED is now in ‘quiet mode’ but will that stop Jimmy B from taking the stage? PPI on Monday – that is the other key data point for the FOMC meeting Try the …
