Things you need to know Well – the issues are causing global investors to reconsider the outlook. Oil continues to push higher, and some are calling for $200/barrels US Treasuries now trading at 1.617% – how fast before we hit 1.8%? Demand Pull or Cost Push – it CAN be both…. Try the Russian Potato/Onion Soup – just to fill …
Issues? Don’t be Ridiculous….Nothing to See Here – Try the Veal Cacciatore
Things you need to know Issues? What issues? Don’t be ridiculous Earnings continue to beat on all lines Everything rallies…. Everything…. OPEC tells Joey to relax…more supply is coming (in January) Crypto’s gets two ETF’s – Proshares & Invesco coming next week Try the Veal Cacciatore Issues? What issues? Inflation, covid, supply chains shortages, labor issues, threats of workers …
CPI is HOT, PPI is ? Taper to start in Mid-November? – Try the Classic Bolognese
Things you need to know CPI shows inflation running at a 13 yr. high – PPI due out today 10 Yr. Treasury backs off to 1.53% Banks kick it off…look for C, WFC, MS, BAC and PNC. UNH already reported and beat on both lines Oil resumes its move higher Futures are looking higher pre-open Try the Classic Bolognese …
BLK & JPM Blow the Roof Off the Place! Need I Say More? – Try the Salmon
Things you need to know And we’re off! BLK and JPM report ‘better than expected’ results CPI (Inflation data) due out at 8:30 am…. Jimmy B – once again warning of ‘hotter than expected inflation’ as he vies for the Chairman’s seat at the FED Try the Salmon with Lemon Dill Stocks mostly end the day lower….the Dow lost 118 …
Oil Pierces $80, Stocks Retreat. But It Was a Holiday – Try the Acquacotta
Things you need to know Strong oil suddenly giving investors pause, stocks retreat Bond market was closed yesterday so let’s see what the bond guys have to say about future yields Stocks waffling around – Earnings to begin in 24 hrs October turbulence is alive…. Try the Acquacotta Oil rallied (again) trading up and thru $80/barrel and while stronger oil …
NFP Does Not Create Much Noise, but OIL Does. Now up 72% Since January – Try the Grilled Chicken w/Arugula, Cherry Tomatoes and Grana Padano
Things you need to know NFP report does little to rattle the market Oil continues to rise…today is trading at $81.21/barrel and going higher Kraft Heinz CEO says – brace yourself for higher food prices It’s Columbus Day – banks and bond markets are closed – No treasury action Try the Grilled Boneless Chicken Breasts Stocks ended the day just …
GOP Plays Nice in the Sandbox, Crisis Averted -Try the Spaghetti in Butternut Squash Sauce
Things you need to know The GOP plays nice in the sandbox with the Dems Debt ceiling crisis averted for now…December 3rd is the new day to watch Stocks rally in a sigh of relief – but all eyes on today’s NFP report Try the Spaghetti in Butternut Squash Sauce – another great Fall dish. Investors loved the headline……Mitchy and …
They Kicked the Can Down the Road! Stocks Surge – Try the Eggs in Purgatory
Things you need to know The circus never ceases to entertain us…Elected officials appear to be at the table – debt ceiling crisis averted (for now). Global stocks surge 10 yr Treasuries settle down, Oil backs off just a bit Try the Eggs in Purgatory Stocks continued to get clobbered yesterday even after the 8:30 am ADP employment report beat …
Global Stocks Under Pressure, Watch S&P 4278 – Try the Pork Arrabiatta
Things you need to know Stocks rallied (note the past tense) because stocks are in decline this morning. Volatility remains elevated as earning season is set to begin The dollar index moves up, 10 yr. treasuries yield move up, Oil moves up and PEP is raising prices across the board… 4278 is the level to watch on the S&P – …
Tech Gets Clobbered, FB Gets Slammed & Jimmy B Warns of Inflation – ry the Penne w/Pumpkin Cream & Sweet Sausage
Things you need to know Tech gets clobbered, FB under pressure – Frances to appear on Capitol Hill All the indexes teetering on trendline supports – the pressure is on – Will the ‘BTD’s (Buy the Dippers) save the day? Oil surges as OPEC+ says ‘No dice’ Production is what it is – We have taken back control of global …
