Things you need to know. – Stocks continue to ‘hang around’. – Sammy is right – ‘Yeah, but……’ – Tariffs, inflation and dinner in the desert…. – Gold up, Oil up, Bonds down. – Goolsbee and Musalem battle it out. – Try the Childhood Favorite – Sunshine’s Fried Bologna Sandwich And stocks continued to hang around near all-time highs as …
Retail Sales Flop? Or Maybe You Don’t Need a New Couch, New Car Every Month? Try the Chicken Vesuvio
Things you need to know. – Retail Sales came in weaker – but hold on…. – Stocks end mixed, Bonds surged, yields declined. – Oil up – OPEC ‘considers’ delaying again, Gold up. – VIX is complacent again. – Lots of housing data this week – expected to be weak. – Try Chicago’s Chicken Vesuvio ________________________________________________________________ ***I am hosting a …
Inflation, Airfares and Trump Turns the Tables on Trade/Try the Schiaffoni
Things you need to know. – PPI is HOTTER too – but it’s not important…. – Reciprocal Tariffs and flipping the table on trade send stocks higher. – Bonds rally, oil rallies, gold rallies. – Vlad ‘Z’ & P’ say they are ready to come to the table. Peace in Europe? – Try the Schiaffoni It’s comical really – how …
Inflation Turns Up the Heat: CPI Scorches Expectations, Wall Street Sweats – Try the Bucatini All’ Amatriciana
Things you need to know. – CPI is HOT, PPI is due out at 8:30. – Risk goes from cut to hike! – Stocks & Bonds sell off – yields surge higher. – Oil declines on ‘end of war’s chatter, gold churns at the heights. – Try the Bucatini All’ Amatriciana And it’s HOT in the kitchen…. CPI surging higher …
Markets in Flux: Powell Holds Steady, Vance Talks AI, & CPI Data Looms – Try the Bolognese
Things you need to know. – JJ takes to the Hill – Says What’s the Rush? – JD takes on Paris. – Stocks churn and end mixed. – Bonds up, oil Down, Gold Down – Try Classic Bolognese JJ tells congress – in his semi-annual Humphrey Hawkins Testimony – that the ‘economy is strong and that the labor market is …
Tariffs, Inflation, and Algos—Oh My! Markets Throw a Friday Fit – Try the Classic Veal Parmegiana
Things you need to know. – Stocks got slammed on Friday – wiping out all gains for the week. – NFP did not change the narrative on rate cuts. – Trump to impose tariffs and reciprocal tariffs as the story builds. – Bonds price down, yields up, Oil up and Gold up BIG! – Try the Classic Veal Parmegiana Stocks …
Markets Juggle Earnings, Jobs Data, and AI Spending – What’s Next?/Try the Pasta Al Forno
Things you need to know. – Markets mixed as investors assessed earnings reports. – Today is all about the NFP report – – Keep your eyes on wage growth. – Oil Steady, Gold continues to kiss highs, Bonds steady. – Try Pasta Al Forno Markets ended the day mixed……as investors reacted to the slew of earnings reports during, the day …
Wall Street Throws a Tantrum as Tariff Tornado Hits—Algos Seek Therapy -Try the Simple Dover Sole
Things you need to know. – Mexico and Canada suddenly come to the table! Imagine that? – Stocks while lower – did take back most of the losses. – Oil up, gold up, mixed bonds. – Overnight XiXi – threatens tariffs on Trump, futures mixed. – Try the Simple Dover Sole Stocks got slammed early yesterday morning in the …
Markets Rattle, Trump’s Tariffs Trigger Global Sell-Off – Investors Scramble to Reprice Amid Trade War Fears/Try t…
Things you need to know. – Stocks weakened on Friday as the WH said ‘the clock is ticking’. – And it ‘ticked’ and now the US is imposing tariffs on the 3 Musketeers. – Global markets under pressure……down > 1.5% – Oil rallies on the tariff news, the VIX surges as well. – Expect the contra trades to be the …
Wall Street Throws a Rate-Cut Tantrum, Then Buys the Dip—Because, Why Not? AAPL Crushed it! Try the Chuck Roast
Things you need to know. – Apple beats on ALL measures – All of them and they made $124 billion in 3 months! – Eco data continues to be mixed to stronger – supporting the no cut decision. – Tariffs are less than 24 hrs aways – unless someone comes to the table. – Gold kissing new highs, Oil holding …
