Things you need to know Stocks rise as investors bet the FED will blink Fed’s Waller and Bullard say – ‘don’t bet the ranch’ Oil – rebounded after the beating earlier in the week NFP today – but CPI and PPI are next week – they are more important Try the Arugula Pesto w/Toasted Garlic Bread. It was a …
The FED Clears it all UP – Try the Roasted Sea Bass
Things you need to know The FED makes it clear (I think…) 2% inflation is the target – Yeah…good luck with that Markets stabilize – futures are up BoJo is getting kicked out today…. What’s next for the UK? Try the Roasted Sea Bass Let’s be clear…. all areas of the markets are screaming slowdown, the economic data is weakening, …
Where Do I Begin to Tell the Story….. – Try the Veal Scallopine
Things you need to know Chaos in the oil markets Dollar surges to 2 yr high, commodities come under pressure Everywhere you look – you see signs of a RECESSION Try the Veal Scallopine Where do I begin…… (to tell the story of how great a love could be, the sweet love story that is older than the sea…. Where …
We are now in the Dog Days of Summer, Sit Tight – Try the Grilled Sweet Sausage, Peppers and Onions.
Things you need to know The US is in a recession – or at least the Atlanta Fed thinks we are! 10 Yr Treasuries confirm – what will the FED do now? Big economic week and next week begins the beauty pageant Try the Grilled Sweet Sausage w/Peppers and Onions Friday July 1st, 2022…. What would stocks do? Would they …
GDP Now Goes Negative for the 2nd Qtr, Stocks fall – Try the Short Rib, Ground Chuck Burgers
Things you need to know We are now in the second half of 2022….177 days until ChristmasT Stocks expected to continue to struggle in the month ahead Treasuries suggesting that the FED will choke now that the Atlanta GDP report has gone negative in the 2nd qtr. It is a long weekend – I would be surprised if we saw …
It’s the End of the Quarter – Good Riddance – Try the Blueberry Pie and Ice Cream
Things you need to know Stocks under pressure as we end the quarter JJ promises ‘some pain’ as rates move up and targets inflation More FED members hinting at at least a 75-bps move – Capisce? PCE Deflator due out at 8:30 am…This will be a KEY metric Try the Blueberry Pie and Ice Cream It was a …
Rally Fizzles, Lagarde Says ‘don’t worry’ and the FED says ‘Game on’! – Try the Boiled Lobster
Things you need to know The rally fizzles (again) – confidence plunges Lagarde promises to go easy Williams, Daly and Mester push for higher rates…mimicking JJ’s stance Oil remains higher – as the US is now well into ‘hurricane season’ Tomorrow is end of month and end of quarter – And? Try the Boiled Lobster, Drawn Butter, Cole …
Stocks Stall, Yields UP, Rates Up, Inflation Up -Try the Zucchini Flowers
Things you need to know Stocks stall, yields up, oil up, China eases up, rates go up, inflation is up The Recession – not if, but when End of qtr. action should see stocks rise just a bit. Earnings season is only 2 weeks away Try the Stuffed Zucchini Flowers There was no carry thru to the stock rally …
It’s the End of the Quarter! Stocks in Rally Mode – Try the Swordfish
Things you need to know Stocks rally as some consider the state of the union JPM’s Marko Kolanovic predicts a gain of 7% THIS WEEK It is the end of the 2nd qtr. – expect lots of window dressing Oil bounces off of trendline support and moves higher Try the Seared Swordfish on a bed of Puttanesca Sauce …
Russia is Producing More Oil than Before/Try the Mussels w/Wine Broth
Things you need to know Day 2 on the Hill – Maxine gets it started and JJ holds his own Stagflation? Should we worry? Russia is pumping and refining MORE oil than prior to the invasion. Treasury yields decline as US treasury’s find plenty of foreign buyers Watch the housing data today….. Try the Mussels Stocks ended …
