Things you need to know It’s a holiday week – the market usually advances Continued inflationary pressures leave some to consider chicken? Lizzy Warren is blaming rising oil prices on price gouging – laughable All eyes remain on focused on the WH and its FED announcement – Has the mkt voted for Lael? Try the Chicken Scarpariello (for Thanksgiving) Stocks …
Investors Loving Retail and Semi’s, Lagarde Says NO Rate Hikes in 22 – Try the Ravioli’s
Things you need to know Investors are in love with retailers and semi’s Do not expect Holiday Sales – ain’t happening. Madam Lagarde says rates will NOT rise in 2022 EV’s are in a bit of a retreat…. Here are the Ravioli’s in a Classic Bolognese Sauce It’s a consumer palooza – retailers basking in the sun…. HD, LOW, WMT, …
Investors Remain Confused, Stocks in Retreat (Yesterday), but Today are Rallying -Try the Mud Pie
Things you need to know Inflation and Supply Chain Issues continue to cloud the outlook Joey now asking Asian nations to coordinate a release of SPR’s to help calm prices We continue to wait for a FED Chair nominee….Larry Summers??? Oh NO! Will the BoE – have first mover advantage? Try the Mud Pie – because it is really muddy …
Inflation not stopping Shoppers / Who will be next FED Chair? / Are Investors missing the boat? – Try Italian Style Sweet Sausage Stuffing
Things you need to know Retail sales show that inflationary prices are not slowing the consumer Joey still hasn’t announced his pick for FED Chair – leaving investors to speculate 21st century EV’s continue to push higher…. Are investors missing the boat with F & GM? (Or any of the others?) What is Chainlink and why is it important to …
FED Announcement is Imminent…..Odds Favor Jay – Try the Roast Turkey
Things you need to know Investors become a bit cautious – markets churn WH says a FED announcement is imminent…. Odds favor Jay over Lael 60/40….but it might be too close to call… Treasuries are kissing 1.6% as investors consider the pace at which the FED moves on tapering, Gold lifts its head…. Crypto’s under pressure overnight…. China banging the …
Stocks Churn, Joey to Sign Infrastructure Bill and it’s a Big Week for Retail/Try the Limoncello
Things you need to know Stocks churning as investors reconsider the outlook Dollar continues to push higher Oil holding onto $80/barrel – Will Joey release reserves? Big retail week – How will the consumer perform? Joey to sign the 1st infrastructure bill Try the Limoncello Stocks rose on Friday ending the week just slightly higher – while performance for the …
Electric Vehicles Steal the Spotlight, DC Remains the Wild Card – Try the Classic Mashed
Things you need to know Markets churn a bit higher Electric Vehicles stealing the spotlight and investor dollars Dollar continues to rally – putting pressure on commodities – think oil Lots of DC chatter – nominees and spending….what does it all mean? Try the Classic Mashed – Another Thanksgiving must have The Dow continued to come under pressure while the …
CPI is HOT…..Investors Need to Reconsider Policy – Try the Stuffed Cubanelle Peppers
Things you need to know CPI is HOT, HOT, HOT…. but Jay is undeterred Investors need to consider the reality of what this HOT CPI means for future policy moves. Lonnie sells $5 bil worth of TSLA – or 2.3% of his total holding to pay the tax man Traders take 20% out of the stock in 4 days…. ridiculous …
Job Mkt Strong, Stocks Rise, Oil Rallies and Treasury Yields Fall/Try the Pumpkin Cream Pie for Dessert
Things you need to know – Job market is strong – Investors continue to go all in Treasuries decline as stocks rise The VIX suggesting that just maybe stocks are a bit ahead of themselves Oil – rallies back strongly after last weeks sell off TSLA under pressure as Lonnie considers a sale of personal stock NYC and Miami now …
It is Payroll Friday….Investors Await – Try the Pumpkin Risotto
Things you need to know – It’s all about Non-Farm Payrolls today – futures await the report BoE holds interest rates steady Oil – rallies back after the beating it took earlier this week – OPEC+ is not increasing production beyond what was expected. S&P only 20 pts away from 4700 – this after piercing 4600 on October 29th. Try …
